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Editing Email Templates
Overview of Email Templates
To quickly respond to emails, LiveAgent allows you to create and store email templates in the system. There are two types of email templates: customer-facing and agent-facing.
Email Template Configuration
Navigating to the Email Template Screen
From the agent screen left menu, select Settings > Email > Customer Templates
Editing Customer Email Templates
- Select the email template you want to edit and click Edit
- To create team-specific templates, click the “+ Create Team-Specific Template” button
- Email configuration options:
- Notify customers via email when tickets are resolved
- Retrieve chat conversation logs
Editing Email Body
- Select email template format (Plain Text or HTML)
- Using variables
- Use variables like
{$firstname} - Variables allow data insertion based on ticket conditions and assigned agents
- Use variables like
Important Notes When Editing Email Templates
- Backup the original template before editing
- Utilize “Quote Options”
- Use the “Test Send” function
Email Template Variable List
Available Merge Fields
| Data Type | Variable |
|---|---|
| Server Information | Server date, Server time |
| Ticket Information | Ticket subject, Ticket code, Ticket ID, Ticket status, Ticket URL |
| Recipient Information | Recipient name (last/first), Recipient email address |
| Agent Information | Agent ID, Agent last/first name |
| Others | Message, Latest message from requester |
Notes on Recipient Name Variables
- Names can be split into first and last names by separating with a half-width space
- Pay attention to variable order (first part is first name, latter part is last name)
Editing Agent Templates
- The editing procedure for agent templates is the same as for customer templates
- Select the template you want to edit and click “Edit”