Configure Templates

Create email templates to send messages to customers in a standardized look and feel. Merge customer data into templates such as name, job title, etc. Insert customer satisfaction survey scorecards as well.

Create an Email Template

  • Select Email > Templates in the portal sidebar.

  • Click Create.

  • Enter a Name for the template and select an optional Business Unit.

  • Click Save.

  • Enter the text and customer fields to compose your template text.

  • If required, click Add survey to define and add a satisfaction survey scorecard, see details below.

  • Click Save.

Add a satisfaction survey

A customer satisfaction survey is a 5-element score represented by an HTML table inserted into the template, each rating item containing a label or icon image and a linked website. When end customers click one of these links, Buzzeasy navigates them to the website you specify.

  • Open an existing template or create a new one.

  • Click Add survey at the top, to open the survey modal.

  • Review and update the Labels for each rating.

  • If required, define URLs for Icons stored in some external websites.

  • Click Redirects tab to add a survey landing website for the first rating, this Url will be copied to all other ratings. Modify each as required.

  • Click Save at the bottom of the survey modal. It is then inserted at the bottom of the template.

Edit the Template

  • Type the pound or hash character # to display the customer fields.

  • Select the field you require.

  • Type your text, for instance type a greeting and the purpose of the message.

  • Select parts of this text and use the formatting controls to modify its style.

Edit an inserted survey scorecard

The satisfaction survey scorecard being a simple HTML table, the rich text editor controls are fully available for you to update them.

  • Open the template and find the survey scorecard table.

  • Click the label text or icon of the rating you would like to update. The text editor opens a small contextual menu with your modification options.

  • Click the pencil (edit link) icon to modify the label or icon URL and the redirect URL.

  • Click Update to modify the individual rating. Do the same for all the rest you'd like to update.