When editing your email template, you can customize any element that has a blue-dashed line underneath. Use the 'Send Test Email' button in the lower right corner to send a test email to yourself. See how it looks in your inbox and test out the user experience by clicking on a score.
You can customize the sender info to show as coming from a real person and someone your contacts would recognize. We strongly recommend your email to show as coming from an individual (CEO, Founder, Head of Marketing, Support, etc.). This personal touch goes a long way to ensure you receive a high response rate. No one is inclined to fill out a survey when the email address is a "firstname.lastname@example.org".
Don't worry as your survey responses will not be delivered to this address. This helps to show personalization with a real email address and is in place just in case a contact replies to the email itself instead of filling out the survey.
Your subject should be short, concise, and highlight the company or brand. A few examples:
- Two Important Questions From <company>
- Have 60 seconds? Give <company> Some Feedback
- Let <company> Know How You Feel
- Would You Recommend <company> To A Friend or Colleague?
- <company> Values Your Feedback
The intro message is optional but we recommend a very brief intro to set the context for the survey. You may mention how brief the survey will be, that each comment will be read, and that feedback will directly impact improvements to the business. Don't attempt to frame the question or state anything that may influence an artificial score.
Customize the Thank You page that appears once a contact submits a comment. These pages can be customized for each template you've created. Just like the email template, anything with a dashed-lines underneath are editable.
This is the default 'Thank You' message your contacts will see if no edits are made.
These pages can be accessed on the left-hand side of the screen when you're editing a template, or by visiting the Templates section and choosing 'Thank You Page' for the template's options in the drop-down.
Choose whether you'd like to have the same message shown for everyone who fills out the survey...
...or create a unique message for each Promoter, Passive, or Detractor.
Along with your message you can insert a link, but is not required. Provide a link if you want your customers to visit a review site, sign up for a time on your calendar, get a special coupon, etc. Click on the red lettering to get started. You'll provide the text that will appear on the page in 'Link Text' and insert the URL in the 'Link URL' portion. Click the check mark once done.