How to collect CSAT feedback via Autotask?

How to collect CSAT feedback via Autotask?

Creating a notification email template in AutoTask involves a few steps. Here’s a general guide to help you get started:

1. Access Notification Templates: Log into your AutoTask account and navigate to the Notification Templates section. You can find this under the Admin tab.

2. Select Template Type: Click on the tab corresponding to the type of template you’d like to create. AutoTask groups templates by the events that can trigger notifications¹.

3. Create New Template: Click on New to open the Notification Template window².

4. Fill in Template Details:

   • Name: Enter a name for your template.
   • Description: Provide a description of the template.
   • Active: Ensure the template is active if you want it to be used.
   • Associate with Events: Select the events you want to associate with this template².

5. Email Message Customization:

   • Email Subject: Enter the subject line for your email. You can use variables to pull data directly from AutoTask.
   • Email Format: Choose between Plain Text Only or HTML/Text. The latter allows you to create both HTML and text versions of the notification.
   • Email Body: Enter the content of your email. If you’re using HTML, you can design it in your preferred software and paste it into the Email Body panel².

6. Save Your Template: Once you’ve entered all the necessary information and customized your email, click Save & Close to save your new notification template².

Remember, if you have HTML programming skills, you can create more customized templates. However, if you need assistance with custom HTML notification templates, it’s important to note that Kaseya Helpdesk does not assist in their creation, modification, or troubleshooting².

For more detailed instructions, you can refer to AutoTask’s official documentation or contact their support for assistance¹².