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Customise your email templates
Customise your email templates

Edit your warm up email, reminders, survey email and thank you email templates in your Settings

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over 3 years ago

Customise the automated emails sent via the app. You can edit the following templates:

  • Warm up email

  • Survey email - the email sent to staff that includes their personal survey link

  • Reminder email - if you include Auto-Reminders in your survey, these will use your Reminder email template.

  • Thank you email

How to customise your email templates

You can edit all of the email templates listed above in the Settings section of your account. All of your surveys going forward will use these templates (but you can customise them further when you schedule a survey).

Follow the steps below...

  1. Click Settings (the little clog icon in the right hand corner of the screen)

  2. Click the tab Custom Emails.

  3. Click on the blue hyperlinks to be taken to the each of the 4 email templates you want to edit, or scroll down the page to view each one.

  4. You can make changes to the Email Subject as well as the Greeting, and Text areas.

  5. Once you are happy with your new template, click the blue Update button under the template. Your new email template will now be the default template used in future surveys.

Please note: When you come to schedule your survey, you can make further edits the templates if you need to whilst setting it up.

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