Get Started with Email Template Engine - DeskDirector

Andy Chen Updated by Andy Chen

This article shows how to customize emails sent from DeskDirector, these emails includes:

  • Approval
  • Portal token login
  • Portal reset Password
For other email customization please check HTML Email Templates - ConnectWise or HTML Email Templates - Autotask.

Create a Template

A DeskDirector email template is made up with MJML content with variables that will be replaced with real data during rendering. E.g:

template:

Hi {{ Contact.FirstName }}, use {{ Token }} to sign into our portal.

renders to:

Hi John, use 12345 to sign into our portal.

You templates can be edited in the admin console. To get started, go to your admin console -> Labs (under Advanced group) -> Email Templates.

When template is not enabled for a give email type, DeskDirector will fall back to use the built-in generic templates.

The easiest way to create a template is to import a sample template then customize it to fit your need.

To do that, select a template that you want to customize in the list, e.g. Portal Passwordless Token, then select import sample template from dropdown within code tab.

Then select a sample from the drop down and click Import.

Modify the imported content in the editor, click Save

Use Variables

A variable looks like this in the template

{{ Contact.FirstName }}

Where Contact is an object and FirstName is a property of the object.

To add a variable, go to tokens tab, mouse over to copy variable, then you can go back to code tab to paste it.

Preview a Template

Preview is automatically regenerated whenever content of template has been changed. It uses sample data for that template to generate preview.

Advanced

Template language for DeskDirector Email Template

How did we do?

HTML Email Templates - ConnectWise

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