To create an email template, go to Compose in Comm-center.
Select Message type(1) as Email. To load an existing template, select the template from the drop-down in front of Template(2). Select the Emotion Sensor® from Survey to Embed(3) drop menu.
Enter From email(4), From name(5), Reply-to(6) and Subject(7) of the email.
A sample email body is available by default and the user can make changes as required. The structure of the email template cannot be changed.
To create an advanced email template, please refer this article >> Create an Advanced Email Template.
To embed the survey url, or to embed survey questions, or to embed the unsubscribe link, click on the Embed(8) option.
Select Emoting(9) type. Available emoting (responding) types are;
- Anonymous – the respondents journey will not be captured. The email can be forwarded and other recipients also can respond to the embedded survey. This should be selected when a survey is not embedded to the email.
- One-time Survey – recipients can respond to the survey embedded in the email only once.
- One-time Campaign – recipients can respond to the campaign only once.
- Continuous – recipients can respond to the survey embedded in the email continuously. But, when the email is forwarded to a third-party, other recipient cannot respond to the survey.
Then click on the Save template or Save buttons.
If the user wants to create an email template as 360 campaign email.
Click 360 feedback (1) checkbox.
Then select 360 feedback mode(2) from drop menu and select the list from Evaluator list(3)drop menu.
refer 360-DEGREE FEEDBACK MECHANISM post for more info.
Update an email template
Click Template on Email Compose window.
Select saved template from Template drop menu.
Make changes and click top arrowhead on Save template button and click Update template and Update the template with given name.
Select saved template from Template drop menu.
Make changes and click top arrowhead on Save template button and click Update template and Update the template with given name.
Delete an email template
To delete the saved template click Delete template button.