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setting up an email template in this session we will show you how to add the template include customer and user merge fields and embed an image this is kylie ward she works at panoply tech as a customer service rep kylie wants to respond to her customers in a consistent and professional way setting up email templates can help her do this go to my profile administration email and documents email templates then click new give the template a name and choose case from the drop down field this will give you access to merge fields for cases type in a subject then start working on the body of the email include merge fields so that you dont have to re-key customer information into the email you can even add merge fields into the subject line but youll have to type them in using the same format use the template editor formatting options to give your template a professional look if you want to include an image in the email browse to select the image file and click upload inline image here wev
