How do I utilize a message in my message library, to send an email in projects tab? | XM Community
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How do I utilize a message in my message library, to send an email in projects tab?

  • September 18, 2018
  • 7 replies
  • 171 views

I have a message saved in my Messages Library, that I would like to use as a template to send emails. When I go to my Projects tab, and click on a specific ticket, I am given the option to send an email. When I click on, "send email," there is an option to, "load message," and it shows the option of, "My Library," however it states that there are no items to display. I can see that I saved a message in the messages library, so I am not sure why it is not showing up as an option. Any ideas?

Best answer by SaurabhPujare_Ugam

Hey @BeckyLin , Please see this link You need to save your message as Type "Ticket Messages" in Library.

7 replies

PeeyushBansal
Level 6 ●●●●●●
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  • September 18, 2018
Are you checking with the name you have given to your e-mail message. Also check wether you have saved it in your library or any other folder under library.

SaurabhPujare_Ugam
QPN Level 5 ●●●●●
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  • Answer
  • September 18, 2018
Hey @BeckyLin , Please see this link You need to save your message as Type "Ticket Messages" in Library.

  • 0 replies
  • September 18, 2018
Hello @BeckyLin , The message type should be "Ticket Message" in order to use the message in ticket(send email). While creating message you get a option to set message type

  • Author
  • 1 reply
  • September 18, 2018
Okay, great. I was not using ticket messages. Thank you so much for both of your insights! :)

LaurenK
Former XM Community Team Member
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  • Former XM Community Team Member
  • 900 replies
  • September 18, 2018
Hey @BeckyLin! Be sure to select Yes or No to the question "Did this completely answer your question?" for each comment so this post gets an Accepted Answer!

christopeter
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  • 57 replies
  • September 18, 2018
Different categories are there for different messages.like email invite, subject...

I am also having this problem. Having read this, I went back and saved the message as a "ticket message" multiple times, placed it in an obvious folder, logged out and back in and the message it still not showing up as a saved message that I can add to a reminder email message. Please advise!