βš’οΈICS Templates

Understand ICS templates

Customer Engagement -> Messaging -> ICS Templates

Managing templates requires the Engagement Admin role.

An ICS (iCalendar) file is a standard format for storing and exchanging calendar information. It typically contains event details such as the title, location, date, and time. ICS files enable sharing of calendar events between different calendar applications and platforms.

When Cubu emails a customer with appointment information, it can attach an ICS file. Customers can add the appointment to their calendar by clicking on the ICS file.

To send an ICS file with the email, check the "Attach calendar file (.ics) for planned appointment" checkbox on the Email Template admin page.

This is done through ICS files, which Cubu attaches to the messages. The ICS file can also be downloaded from a virtual ticket.

Cubu's ICS Templates configure and localize the Summary and Description text for the ICS file.

Creating ICS Template

To define ICS templates, follow the steps below:

  • Open the Customer Engagement / Messaging tool / ICS Templates

  • Click New Template to open the New Template dialog.

  • Enter a unique name for the template and the default summary and description text.

  • Click Create.

Editing and Localizing an ICS Template

The ICS Template details page allows you to edit the template and provide alternative texts for different languages.

Cubu will try to use text in the language matching the case record's language. The default summary and details will be used if no matching text is found.

Note: An orange warning icon will appear next to templates with missing translations.

Dynamic Text

Parameters are written using double curly brackets. For example, the text:

Your {{service.name}} appointment

Will appear in the customer's calendar as :

Your Consulting appointment

When you edit the template text, click Insert Parameter to show available parameters. Clicking on a parameter inserts it into the text box.

See also:

πŸ—’οΈDynamic Text Parameters (Messaging)

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