HaloCRM Guides
Canned Text vs Email Templates: What's The Difference?
Canned text are text templates that can be used in actions. Agents can add canned text to an action by pressing the plus icon.
They can also start typing the first few words of canned text and it will appear as a suggestion, which they can select to autocomplete their typing.
Once the action that the canned text is being applied to is finalised, it can be embedded in an email template which is sent off to the contact or customer.
Every email action is associated with an email template which is applied when that action is used.
Here is a canned text you have on the system:
When this canned text is used on a reply action, it is automatically embedded into the following email template:
The canned text will be inserted in place of $richactionnote.
So when the email is to be sent out, it would look like this:
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