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Odoo Helpdesk Email Template Setup

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Hemanth

Where can I create the email templates used for Odoo Helpdesk notifications, such as:

  • "Your ticket has been created - our team will get back to you soon"

  • "RE: {Ticket Number} - {Title}"

  • "Your ticket has been resolved"

  • "Please provide your feedback"

  • etc...

How can we send these emails automatically to the user who created the ticket? And, when a team member replies to a ticket, the response should use a predefined header and footer template, with the message content inserted between them before sending it to the user.

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Chris Dominiak (Intero Technologies GmbH)
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Hi Hemanth,

You can find the email templates in Settings -> scroll all the way down and click “Enable developer mode” -> click on Technical settings in the top right corner and then edit “Email templates.”

The default templates for the help desk should all start with “Help desk:” – you can then filter them.

To create a new template for the help desk, I recommend duplicating an existing template for the help desk—this way, you can transfer the necessary parameters so that the email template can be used correctly. Here you can then enter your content, including the header and footer (you can also set the footer as a signature on user profiles – this will then be automatically added to every email sent).


You can then set the created email templates on the individual Kanban stages in the help desk configuration – these are then triggered as soon as a message is moved to or created in the corresponding stage. This allows you to send an automatic confirmation of receipt to your customers when they open a ticket, for example.


I hope I have been able to give you some pointers.


Regards,

Chris Dominiak

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