HTML Email Templates - Autotask

Edcel Ceniza Updated by Edcel Ceniza

If you are going through our Onboarding, or are just looking at how to create the same emails that we have for our Support Portal, look no further! Please watch the following video as to how to add emails to your Autotask, and read the article if you need more info.

This article will give you the basics on how to add an HTML template to your Autotask emails. Please note that HTML knowledge is required. 

Where can I get the email templates? 

You can find the template code here.

You can see the template here.

Is there anything I need to edit?

We recommend you edit the template to reflect your own company style, however, the key things you will need to change are the following:

- The logo at the top. Please replace the logo URL with your own company logo

- The Global Magic Token. You will need to replace the "YOUR GLOBAL MAGIC TOKEN GOES HERE" field with the URL that you get from your Admin Console under the Passwordless tab.

 How do I paste it into Autotask? 

You will need to paste the HTML template wherever your Autotask email templates are set up. This is usually under

Admin > Notification Templates > Service Desk > {Email trigger you want to add the template to}

Please note that this might vary depending on your Autotask setup. 

What is the [Contact: First Name] token? Do I put something in here?

This is a token that Autotask will recognize and automatically replace this with the contact's first name when the email gets sent out. You don't need to replace this. 

I don't know how to use HTML, can you help me?

We recommend you ask people in your company for anyone with the knowledge, alternatively, there are a lot of free resources and courses. One example is W3Schools.


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HTML Email Templates - ConnectWise

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