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Canned Text vs Email Templates: What's The Difference?
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<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><span style="font-size:10pt;line-height:107%;font-family:Poppins;">Canned text are text templates that can be used in actions. Agents can add canned text to an action by pressing the plus icon.</span></p><p><span style="font-size:10pt;line-height:107%;font-family:Poppins;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcwZmU5MmM0LTY1ZjUtNGZkMy1iNTI1LWNhNjE2YjgwNWE2NiJ9.Lduua3qh__M-SF9kPW_yZq_2IaK4EuCqmNbpKxywaSU" class="fr-fic fr-fil fr-dib" width="508" style="width: 508px; height: 127.428px;" height="127.428"></span></p><p><br></p><p><span style="font-size:10pt;line-height:107%;font-family:Poppins;"><span id="isPasted" style="color: rgb(0, 0, 0); font-family: Poppins; font-size: 13.3333px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">&nbsp;They can also start typing the first few words of canned text and it will appear as a suggestion, which they can select to autocomplete their typing.</span></span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIxNTRmZDlkLWI1NTgtNDg3MC05MmRkLTNlYmI2YzU4OTVjNyJ9.kkKqZKWILXLMESKivB8iAAmJ_uydzsGsyMJYBMTpGeE" class="fr-fic fr-fil fr-dib" width="890" style="width: 890px; height: 158.965px;" height="158.965"></p><p><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;"><span id="isPasted">Once the action that the canned text is being applied to is finalised, it can be embedded in an email template which is sent off to the contact or customer.</span></span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span id="isPasted" style="color: rgb(0, 0, 0); font-family: Poppins; font-size: 13.3333px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Every email action is associated with an email template which is applied when that action is used.</span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;">&nbsp;</span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;">Here is a canned text you have on the system:</span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjNTJiMmU2LWI1ODAtNGRhZC1iZjViLWY4YjczZGJiM2VhNCJ9.EiOytfXQuxmABO1jCYjyjcCWCm8ZIQ4Uv6hWom1fdQ8" class="fr-fic fr-fil fr-dib" width="740" style="width: 740px; height: 345.648px;" height="345.648"></span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p id="isPasted" style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;">When this canned text is used on a reply action, it is automatically embedded into the following email template</span>:</p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1MTA4MzJmLWVkNjYtNDYyMS05MDQyLTQ1N2U5N2U1NDQyMSJ9.4YsTiDNc0J-Y6dTfkDnQjucsaEQLAM88Pp5Nozb6BeI" class="fr-fic fr-fil fr-dib" width="779" style="width: 779px; height: 415.136px;" height="415.136"></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p id="isPasted" style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;"><strong>The canned text will be inserted in place of $richactionnote.&nbsp;</strong></span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;">&nbsp;</span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><span style="font-size:10pt;line-height:107%;font-family:Poppins;">So when the email is to be sent out, it would look like this:</span></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:107%;font-size:11pt;font-family:"Calibri",sans-serif;'><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEwMWQ1OTNmLTkzMzUtNGIwOC1hMTgzLTNmOWMxYmY0YjcwOSJ9.4SP9ceq4p3Fh3l_Xmao-lEm_Uo-bfpgQVY3Szdpdpm0" class="fr-fic fr-fil fr-dib" width="942" height="418"></p><p><br></p><p><br></p>
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