Configuring Email Template

Objective

After completing this lesson, you will be able to create an email template in SAP Service Cloud Version 2.

Email Template - Setup

An important part of your email channel is the use of templates for your service team to respond to customer emails efficiently. Using templates helps the service organization maintain brand consistency. It also makes it easier and quicker for agents to reply to customers while ensuring effective communication. The SAP Service Cloud Version 2 administrator can set up different types of email response templates, for example:

Response Templates - Examples
  • Response from support teams
  • Signature for service team and team member information
  • Branding for creating a custom brand-themed email response
  • Campaign for newsletters and surveys
  • Approval response
  • Approval
response template

In the screenshot above, we can see the details of an email template. The email template contains the main information ID with a description. With the template type, we can specify which scenario the email template is used for, such as Response Template. The email template can be used for different object types, such as Case, Customer, etc. For the channel type, we ensure that the email communication channel is used for the selected email template.

For documents related to the right-side sub-area, we can also assign HTML-based templates. The placeholder allows the administrator to define personalized attributes, such as first name and Case ID.

Creating an Email Template in SAP Service Cloud Version 2

In this video, we will demonstrate how to create an email template in SAP Service Cloud Version 2.

Video Summary

  1. Select Settings, then All Settings, and open the Templates under the Emails tile.
  2. Enter a Template Name, select Template Type as Response Template, Object Type as Case, and Channel Type as Email.
  3. Upload an HTML document to the Response Email template for agents to use, ensuring quicker and easier email responses.
  4. Choose English as the language for the template and save the configuration.

View the created Response Email Template in the Viewer tab, which agents will use for effective communication with customers.

Summary

In this lesson, we:

  • Outlined the process of setting up templates to improve communication and ensure consistency.
  • Created email templates to provide fast, branded, and uniform responses from service teams.