Is there a way to use Canned responses to inform a group of people (who don’t use freshservice) of information they need?
for example our payroll team need to know of new starts and doing this within freshsevice would be great.
we could setup recipients, the email body (which could be customized) and send it within Freshservice.
If not possible in canned responses, is there another way to achieve this?
Best answer by Roxwell
Depending on how your joiners work… I would
Include the payroll team in your joiners workflow, so they get a notification
Use a scenario automator to trigger a workflow. The scenario automator will need to make a significant update to trigger the workflow - So, Add a Tag, update the status and post a note.
Both solutions would involve a workflow that will let you
This will allow you to send emails to external addresses
Post an update to the ticket
Send the email
Set the status of the ticket appropriately
Assign the ticket appropriatly
Although it’s not a canned response, the work required from the agent would be similar, they would just execute the scenario rather than the canned response.
Unfortunately, we will not be able to send an email to external users in bulk. Alternatively “Announcements” option can be used to inform about any new change.
You can create a new announcement and schedule it for a period of time so that it appears in the Announcement section as well have has an option to enter recipients in the external user section.
Set up the recipients as requesters/contacts in Freshservice - it is free and they don’t need to sign in to receive an email. If your email notifications mask the email content, use the forward function to explicitly send the canned response.
I can’t confirm this is possible, but you could use an email distribution group within Microsoft 365 (or the equivalent in another environment) and add the groups email address as a requester. Note: all recipients will receive the same email, even if you use placeholders like {{requester.first_name}}
Include the payroll team in your joiners workflow, so they get a notification
Use a scenario automator to trigger a workflow. The scenario automator will need to make a significant update to trigger the workflow - So, Add a Tag, update the status and post a note.
Both solutions would involve a workflow that will let you
This will allow you to send emails to external addresses
Post an update to the ticket
Send the email
Set the status of the ticket appropriately
Assign the ticket appropriatly
Although it’s not a canned response, the work required from the agent would be similar, they would just execute the scenario rather than the canned response.