Using the help desk

Notifications & email templates

Everyone stays in the loop automatically — here’s who gets emailed on what, and how to make the wording yours.

Who gets notified

SwanDesk keeps everyone in the loop by email — automatically. Customers hear about their own tickets; your staff hear about work that needs them. (Notifications need outgoing email set up first — see Email ticketing.)

Events & recipients

When…SwanDesk emails…
A ticket is createdthe customer (an acknowledgement)
A rep repliesthe customer
A ticket is assignedthe customer
A ticket is closedthe customer
A customer repliesyour staff
An internal note is postedyour staff

Heads up on staff notifications. Only users flagged as a support representative receive ticket emails. If an admin isn’t getting notifications, make sure their account is also marked as a rep.

Customizing email templatesEnterprise

On the Enterprise edition you can rewrite the wording of the automated emails — the acknowledgement, the reply, the closed notice — in Settings → Email templates. Use placeholders like the ticket number and the customer’s name, and the templates are built to render correctly even in Outlook.

Signatures

Replies carry a tidy signature with your rep’s name and, if you set them, their title and phone. Empty fields are simply left out — no stray blank lines.