Email Notifications Overview

Andy Chen Updated by Andy Chen

DeskDirector Email Notifications give you control over how emails from your DeskDirector instance should look and when it should be triggered. This is powered by our sync engine. The benefit is following.

  • Better default email format. It is branded by default.
  • The design of default email is responsive. It display well in mobile.
  • Email can be customized even for ticket's timeline.
  • It utilizes the popular template engine: MJML and Liquid. If you have a developer or if you are familiar with both frameworks, you can customize your email template's design better.
  • Author of ticket note should display correctly for ConnectWise. (Issue)

There are three types of emails that DeskDirector sends.

Email Type

Description

Setup

Customizable

System

For login tokens and reset password events

No special setups

Yes

Global Ticket

Used for the ticket approval and forms request events

Approvals in DeskDirector

Yes

Ticket Life Cycle

For ticket life cycle event. Includes new ticket, closed ticket and note added.

Setup Email Notifications for Ticket Updates

Yes

Settings

General Setting

The server host is basically just your DeskDirector URL, and by default this is already filled up. The only time this can be replaced to another URL is if you have custom domains added to your DeskDirector instance.

The second field is the "Test receiver's email address". Any email address added to this field will be BCC'd on any email our system sends out.

The last option is the "Allow auto login for client portal link". For more information regarding auto login, visit this article.

Email Delivery

Deskdirector currently supports two email delivery methods:

At least one method needs to be set up for the email notification system to work.

Custom Template

Here is where you can see a list of email templates that your DeskDirector instance can use. You can update an existing template or create a new one. Here's two detailed guides on the template engine and on how to create a custom email template .

Notification Events

This page will show the events from the DeskDirector instance and which template is assigned to each event. This also contains Ticket Board Events, which means that separate email templates can be assigned to tickets events from different boards. Here's a guide on how to setup the email notification events.

Email History

This tab keeps a record of emails that have been sent from the DeskDirector Portal. It shows the name of the recipient, the email subject, the delivery type, timestamp and whether the delivery was successful or not. It comes handy when troubleshooting email delivery issues.

How did we do?

Setting up Office 365 Mail Delivery

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