Defining Approval Mail Templates
Defining Approval Mail Templates
Whenever a service request has an associated approval chain, Efecte Self-Service automates the dispatch of two distinct emails. One email is addressed to the superior and/or dedicated person responsible for approval, while the other informs the user if the service request is declined.
To modify the connection settings or email templates, follow these steps:
- Choose 'Integration - Email Notifications'. Under 'Connection', you'll find the SMTP configurations which may need updating if there are mail server alterations. Use 'Test Configuration' to ensure the mail connection is operational.
- Within the 'Email' section, you can see sender details and both email templates. Utilize the three 'Dynamic Text' dropdown menus to insert content into the email subject or body. Options include: About the request, About the customer, and About the delivery address.
- Click 'Test Configuration' to send an email using your custom template to the specified address.