Creating an Email Template

To create an email template, select ‘Manage Email Template’ option from the ‘Survey’ module select ‘Create Email Template’ option from the ‘Emails’ module.

 

Select a survey and module (Accounts, Contacts, Users, Leads and Targets) from the drop-down list and click on ‘Insert Survey Link’ Button which will automatically insert the survey link inside the email body.

 

Customize the Template as per your needs and click on ‘Save’ button to save the template.

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