The Reply Templates feature allows you to create, save, and customize email responses to survey respondents.
Here’s a quick guide to using it:
Initiating a Reply
To reply to a survey response, locate the response on the Feedback page, select the menu, and choose the “Reply via email” option. This opens the reply window where you can type your message.
Saving a Template
After composing a reply, you can save it as a template by clicking on the Templates menu and selecting “Save as new template.”
Name the template and choose to make it either public (accessible to all users in your account) or private (for your use only).
Editing or Overriding a Template
To update an existing template, select “Override existing template” from the Templates menu, choose the template to override, and confirm.
Using and Deleting Templates
To use a saved template, simply click on its name from the Templates menu and it will be added to the reply editor. Please keep in mind that when doing so, any text already inputted in the text area will be replaced with the selected template.
To delete a template, select the delete option from the Templates menu, confirm, and it will be removed.
With Reply Templates, you can streamline responses, personalize messages, and maintain consistency across replies.