Creating Email Templates

This article provides instructions to create Email Templates specifically for Customer Feedback surveys.

Note: In order to create a Customer Feedback survey at least one Email Template should exist. Multiple templates can be created for this tool, to adjust to specific needs.

To create an Email Template for the Customer Feedback tool you can go to (At National Level) Operations → Customer Feedback → Email Templates → New Email. Here you will see different fields to fill:

Options 

  • Name – The main reference given to this email.
  • Email Template Style– The style the email will have when is sent to its target users. 

    Tip: To create a custom styled email template, please check this article: Email Template Styles

  • Subject – Text area that will contain the subject of the email. Tags are available for use in this text area,  see Template Tags for more information.
  • Email – Rich text editor with auto-replace tags. This editor is used to enter the main contents of the email that is sent to the email recipient and should convey adequate information concerning the purpose of the email. A list of applicable auto-replace tags is displayed on the right-hand side of the editor.
  • File – This field is used to add any attachment needed for the user knowledge. The file doesn't need to exceed the 10 Mb
  • Save – Press this button to create the Email Template for the Customer Feedback Survey.

What to do next

Once you have created the Email Template you can create a Customer Feedback Survey. See Creating a Customer Feedback Survey for more information.

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