Creating different versions of your automated email templates

Navigate to Settings > Survey settings > Email and SMS settings > Automated template.

Here you’ll see all of the automated templates that you can edit and adjust.

 

Personalising your template:

Click on the template you’d like to edit to expand it.

Click into the white text area that appears to expand the editor.

You can edit the subject line, body, cc and bcc field if needed.

To enter a cc/bcc field (e.g. for a Trustpilot invite) please enter the email address into the cc/bcc field and press enter. It will add and go blue.

You can fully customise your branding and layout using HTML instead of just having plain text emails. Check out this guide here to learn more.

Want to add a signature? You can use a free HTML email generator such as the Hubspot signature generator to add a styled signature to each of your templates. You can enter the assigned user or assigned surveyor’s name using our shortcodes.

Once you’ve finished editing, press the “Save template” button.

Plans with email versioning

On the editor you’ll see a plus button next to the “Version 1” tab. You can press this and confirm on the pop up that you want to add a new version. This will create a new version.

Press the Edit version name button to set a name that is more helpful to differentiate between versions and click the tick icon.

Use the dropdown to set which version the template should send for:

• Welcome emails – the dropdown will show lead sources so you can send different text by the source the lead has come from
• All other templates – you can adjust the template to send a different update email by job type (e.g. quote confirmation or report available – you can share details along with your quote that are very specific to the job type being sent out)

Edit the template as normal adjusting your subject, body text, attachments etc and press “Save template”.

Personalising emails with shortcodes:

At the top of the page there is a list of shortcodes that enable you to customise your job templates. Read our guide on shortcodes here.

 

Adding attachments:

You may want to add standard attachments to your email templates (e.g. a sample report to your welcome email). Click add documents and select the document you have uploaded on your documents tab. View this guide for more information on uploading documents.

 

Notes on saving:

Please press save template on each email you edit before moving onto the next one. The save button can be found on the template you are editing. You will see a green success notification if the template has been saved correctly.

If you add html emails you may see an alert saying there are unrecognised shortcodes. If one of the codes listed is a Survey Booker shortcode, please check you have entered it exactly as it was listed at the top of the page. Otherwise, you can ignore it, it’s simply advising the shortcodes from the html formatting aren’t recognised as codes we can use to add job data into the email.