Manage your email templates

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If you use feedback request emails to collect feedback, you can control the email content (and the look) through templates. You can create different templates for your various surveys, or just use a central one if you prefer. Whenever you request feedback, you’ll tell the software what survey and email template to use.

Manage email templates

  1. Hover over Feedback Request Emails on the main menu.
  2. Click Email Templates. (Click Create a new email template to start a new one.)

Inbox display and other settings

To control what your customers see in their email inbox, you can amend the subject and the sender’s name and email address (as well as the template name and language) here:

  1. Hover over Feedback Request Emails on the main menu.
  2. Click Email Templates.
  3. Click Edit → Rename, change subject, language or sent from.

Update content and design

You can modify the design and content of an email template here:

  1. Hover over Feedback Request Emails on the main menu.
  2. Click Email Templates.
  3. Click Edit → Update content and design.

The edit content and design screen gives you plenty of options to try, including colours and images. If you’d like any help getting your email looking how you want it please just get in touch. For inspiration we’ve included a few examples below…

A very plain design

Include company logo and ask the 1st question

Brand colours, header & signature images

Using {{name/there}}

You can use Hi {{name/there}} in your greeting if you wish. If the customer’s name isn’t set when the email is sent then ‘there’ (the fallback) will be used in its place. If your feedback request emails are created via CSV upload, or through an integration any other fields you include in your data (such as an account number) can be used in body in the same manner. Please get in touch if you’d like any help with this feature.

Have we answered your questions?

Helping people use feedback better is what gets us out of bed on a morning. No matter if you’re new to this or a feedback guru, you can call us – we’d love to hear from you.