Introduction
To set up a case e-mail template, first you create a template and then you open the e-mail editor to set up the predefined contents of e-mail messages that are based on the template.
The predefined contents consist of merge data and links that can be inserted in the template.
The merge data is a set of data that provides details on the case in the e-mail message.
Merge-data overview
The following merge-data elements can be added in the e-mail template. The merge-data elements can be used to inform the user about various aspects of the case.
| HTML merge-data element | Information displayed in e-mail message |
| %CaseId% | The identification number assigned to the case |
| %CaseDescription% | A description of the case |
| %CaseSourceName% | The name of the party record that the case is created for |
| %CaseMemo% | Additional notes about the selected case |
Link the e-mail template to the case category
Start sending mails from your Cases, some data of the case will be merged into the generated e-mail message.
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