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Looking for a solution to Email Onboarding instructions to new users from templates with a preview

Ryan Buffa

My IT team currently sends welcome emails to new employees from their email client.

I am looking for a way to send these email from Jira.

It will allow the agents easier ability to see what was sent to the user and if I set our JSM project email as the reply-to then the user can simply reply to the email to create a support ticket.

I can do it with an automation but the automation does not allow the user to preview and edit the email before it is sent. Most of the the time the email template is fine but sometimes we need to add additional information. I assume this will require an add-on. Is anyone else doing something similar?

Accepted answers

All comments

Mikael Sandberg

You could add the email template as a canned response, that way the agent can modify the comment/email before it is sent.

Iryna Ihnatiuk

Hi @Ryan Buffa

Feel free to try out the Canned Responses Pro app. It provides a rich text editor to style your templates, multiple variables for dynamic data, auto-populated signatures, and other powerful features that might be helpful for your use case.

Ryan Buffa

I am not looking to simply reply to a ticket. I basically need to initiate a new email from Jira to the customer that when/if replied generates a new ticket.

Tobias Viehweger

Hey Ryan,

Tobi from yasoon - we are a Marketplace vendor specialized on building deep Microsoft Integrations for Jira. In case you are using MS365, check out our "Microsoft 365 for Jira" app, we have support for sending out emails out of Outlook mailboxes, either manually from Jira or via automation!

Have a good weekend!

Tobi

Ryan Buffa

We use Google. Thanks though.

Ryan Buffa

I am not looking to simply reply to a ticket. I basically need to initiate a new email from Jira to the customer that when/if replied generates a new ticket.

Tobias Viehweger

You could check out a more generic solution like Email This Issue then Another app from the Marketplace that supports IMAP as well, I think, which should work with Gmail!

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