To elevate your communication strategy and improve customer interaction, it’s essential to customize your email templates for recurring communications. This approach not only personalizes your outreach but also helps maintain consistency and professionalism, ultimately fostering stronger customer relationships.
Key Benefits #
- More Efficient: Leverage pre-designed templates, eliminating the need to craft emails from scratch.
- Better Brand Consistency: Ensure every email aligns with your tone and brand identity for a cohesive customer experience.
- Higher Engagement & Review Conversions: Well-crafted emails enhance the likelihood of customers leaving valuable reviews, boosting your reputation.
Customizing Recurring Email Templates #
Navigate to the Email Review Requests section within your Reputation Settings to begin.
Next, ensure that Email Review Requests is enabled. Then, set the “Maximum retries” to a value greater than 1 to allow multiple follow-up attempts.
A preview of the templates will appear in the “Choose email templates for your email requests” section. Here, you can select different email templates for each follow-up message by clicking the “Set Email Templates” option. Alternatively, you can craft a new template by clicking the “Create New” button. The email builder will be overlaid in the view, allowing for easy access and seamless navigation.
Create New #
Select Create New Template to start from zero or Import from Template Library to select an already created template to edit.
If you’re using a template from the library, wait until it is fully added, then proceed to the next step.
Drag and drop email elements into the builder to customize the design and content, ensuring it aligns with your brand. Don’t forget to rename your template, save your changes, and preview it before publishing to ensure everything looks perfect!
Set Email Templates #
Clicking the option to set the email templates will open a modal with preconfigured template options based on the number of retries you have permitted.
Choose from a diverse library of professionally designed templates tailored for various scenarios, or select a template you have created from the dropdown menu. Then, set the Subject for each recurring email to ensure clarity and relevance for your recipients.
Save and activate your settings. Your emails will now automatically send with the selected templates!
Managing Templates #
After creating and setting your templates, you can perform various actions such as previewing and editing, duplicating or refreshing, or discarding the template. Use the three-dot actions menu to complete these tasks.
Note: The Live template cannot be deleted. To delete it, you must first reassign another template.
By utilizing this strategy, you will ensure that your communications remain consistent, efficient, and engaging, while also driving better review conversions.
Frequently Asked Questions #
Where do I customize recurring email templates for review requests? #
Go to the Email Review Requests section within your Reputation Settings, where you can enable email requests and set or create templates.
How do I enable multiple follow-up emails? #
Make sure Email Review Requests is enabled and set “Maximum retries” to a value greater than 1 to allow multiple follow-up attempts.
Can I start a template from scratch or use an existing one? #
Yes. Choose Create New Template to start from zero, or Import from Template Library to edit a pre-built template.
How do I assign templates to each follow-up message? #
Click “Set Email Templates” to open a modal with template options based on your number of retries, choose a template for each message, set the subject, then save and activate.
Can I delete the Live template? #
No. The Live template cannot be deleted. You must first reassign another template before deleting it.
Why use recurring email templates for review requests? #
They make outreach more efficient, keep your brand consistent, and increase engagement and review conversions by sending well-crafted, on-brand follow-ups automatically.
