Invites templates

In the Invites templates tab in Spotler FeedbackPro, you can create multi-language email invite templates for your campaigns and send them automatically, based on the customer's language settings. You can also link email reminder templates to specific survey styles, so reminders match the branding of the original invite.

How do I create a new invite template?

1. In the menu, go to Settings and click Invites templates.
2. An overview of your available templates is shown. In the top-right of the module, click the New template button.
3. A pop-up appears to enter the first details of the template:
   • Template name: the name for your own overview.
   • Language: the language of the template. The selected language is only configured for this template if a translation is added for the connected survey.
   • Email subject: the subject line recipients see in their inbox.
   • Sender name: the name recipients see in their inbox.
   • Sender email address: the email address the invite is sent from.
   • Fallback metadata: if you use metadata in your template, enter fallback data that is used when metadata is missing for a recipient.
   • Preheader: the preview text recipients see in their inbox, below the subject line.
4. Click Save.
5. The template editor opens. Click Save & exit to finish setting up the new template.

How do I edit the invite template layout and style?

1. In the Invites templates overview, hover over the template you want to edit and click the Edit template button.
2. To edit the Template details, click the Edit icon in the top-right of the details overview.
3. In the Template editor, change the layout and style of the template to match your brand style:
   • To edit or replace images and text, double-click a block in the editor.
   • To move or clone a block, click it once. A blue border appears, with moving and cloning options in the top-right of the block. This also applies to sections, which are groups of related blocks.
   • To add new content, drag pre-made building blocks from the right side of the editor into the template.
4. Click Save & exit to save the template. To see how the email looks in a recipient's inbox, click Send example. The example is sent to the email address linked to your Spotler FeedbackPro user account.

How do email reminders work with survey styles?

In Spotler FeedbackPro, an email reminder can use one template for all survey styles, or a specific template per survey style. Survey styles are style variants of your survey, for example one per brand. Linking a reminder template to each survey style makes sure reminders match the branding of the original invite.

You choose the reminder template when you set up a reminder rule for a survey:

1. Open the Add a New Survey Specific Rule window.
2. Under Select a Survey, select the survey you want to send reminders for.
3. Under Select a Rule, select Reminder.
4. Under Select, enter after how much time the reminder is sent, for example 1 week, if the respondent hasn't responded to the first invite.
5. Under Reminder channels, select Email.
6. Under Which email reminder template should be used?, choose one of the options:
   • One template for all survey styles: every email reminder uses the same template.
   • A template per survey style: select a Survey style and a Reminder template. Click Add survey style to link a template to another survey style.
7. Click Save Settings.

The option A template per survey style is only shown if your environment has survey styles set up. WhatsApp and SMS reminders always use one template per channel.