View source for Intake and Resolution Email Templates in Customer Service for Financial Services

{{Design pattern|Title=Intake and Resolution Email Templates in Customer Service for Financial Services|Description=The rules and components of the new email templates introduced in Pega Customer Service for Financial Services 8.5|Version=8.5|Applications=Customer Service|Capability Area=Financial Services|Owner=Manepalli gururaj, sandeep}}

New email templates were introduced for Intake and Resolution stages in Pega Customer Service 8.5, to standardize how email notifications appear across different implementations. This article lists the different components of the new email templates that can be customized by implementation teams in Pega Customer Service for Financial Services.

'''List of rules that constitute Intake and Resolution email notifications in Customer Service for Financial Services:'''
{| class="wikitable"
|'''Rule'''
|'''Rule Type'''
|'''Usage'''
|-
|SendIntakeNotification_0
|Correspondence
|This is the standard intake correspondence rule.
|-
|SendResolutionNotification_0
|Correspondence
|This is the standard resolution correspondence rule.
|-
|Email header background color
|Field value
|The value in this field value rule determines the background color for email headers.
|-
|IntakeContentHeader
|Paragraph
|Used for custom header message on the intake notification – to be customized  for every case.
|-
|ResolutionContentHeader
|Paragraph
|Used for custom header message on the resolution notification – to be customized for every case.
|-
|NotificationSalutation
|Paragraph
|Used for standard customer salutation.
|-
|IntakeContent
|Paragraph
|Main body of intake notification – to be customized for every case.
|-
|ResolutionContent
|Paragraph
|Main body of resolution notification – to be customized for every  case.
|-
|NotificationSignature
|Paragraph
|Used for standard email signatures.
|-
|NotificationDisclaimer
|Paragraph
|Used for generic disclaimer content or footer in email notifications.
|}