To create an email template, click on Manage Email Template option from the ‘survey’ detail page.
If the Template is not created yet or this survey is not selected in any template, a ‘warning message’ will pop up to create a template for Email.
Note: If this survey is already selected in any Template, you will be redirected to that Template.
You can also create template from the Email option.
Email -> Create Email Template
Insert all the required details like Template Name, Assignee and relevant Description.
Select a survey from the Survey dropdown option. By clicking on it, you will get the list of Surveys, select the Survey from it.
Insert the ‘Survey link’ by clicking on Insert Survey Link button and you can also provide the ‘QR Code’ by clicking on Insert Survey QR Code button. As clicking on buttons, Survey link and QR Code will automatically insert inside the email body.
Select a Module (Accounts, Contacts, Users, Leads and Targets) and select that module related required Variable (Name, Description, etc. ) click on ‘Insert Survey Link’ button.
Insert relevant Subject for your Survey/Feedback.
Customize the Template as per your need and click on Save button to save the template.
Similarly, you can also create a Template for “SMS/WhatsApp” module.