Personalize Recurring Review Request Emails

Personalize Your Automated Review Requests

Use custom email templates to add a personal touch to your automated review request sequence. This feature allows you to move beyond generic messages and create recurring emails that reflect your brand's unique voice and style.

Benefits of Using Custom Templates

• Enhanced Personalization: Assign distinct templates to different follow-up emails to keep your communication fresh and engaging.
• Brand Consistency: Ensure every automated email aligns perfectly with your company's branding and messaging guidelines.
• Increased Efficiency: Save time by utilizing a library of pre-designed templates, eliminating the need to write each email from scratch.
• Improved Response Rates: More relevant and well-crafted emails can lead to higher customer engagement and more reviews.

How to Configure Custom Templates

Follow these steps to set up personalized templates for your recurring review requests.

1. Access Email Review Requests
   Navigate to Reputation Management and select the Email Review Requests section within your CRM dashboard.
2. Enable and Schedule Recurring Requests
   Turn on the option for recurring review requests. Set your desired frequency using the "Until clicked, repeat this every" field and define the maximum number of attempts with the "Maximum retries" field.
3. Select Your Templates
   For each follow-up email in the sequence, choose a template. You can select from a library of pre-designed options or customize the content to suit your needs.
4. Save and Activate
   Once you have configured your template selections, save the settings. Your automated review request system will now use the personalized templates you have chosen.

Frequently Asked Questions

Can I create my own email templates from scratch?
Yes, you have full control to customize the content of the templates to match your brand's tone and specific messaging.

How many different templates can I use in a sequence?
You can assign a unique template to each individual follow-up message in your recurring email series.

Where is the template library located?
The library of available templates is accessible within the Reputation Management > Email Review Requests section of your CRM.

Is there a way to see what the email will look like before it's sent?
Yes, you can preview the emails before activating the sequence to verify the content and branding.