How to use a letterhead template to send the survey invite

 

 

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NOTE: Due to the last API modifications this feature is not working properly. The developer-team is working on new modifications. For the moment you can modify the body of Email template to change the look and feel of letterhead.

Thank you.

 

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You can use a letterhead template to send the invite through the app's user interface (Collect tab) or the 'Send' buttons in the Case/Contact/Lead page layout.

1. With each survey default email templates are created

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_1.png

2. Click 'edit' [Send using Timba Surveys] + title of survey

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_2.png

3. Copy the Template Unique Name and click 'Cancel'

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_3.png

4. Delete the template

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_4.png

5. Click 'New Template'

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_5.png

6. Select 'HTML (using Letterhead)

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_6.png

7. Paste unique ID & file 'Unfiled Public Email Templates'

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_7.png

8. Add custom text and string %SURVEY_URL%

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_8.png

9. The template will be used when sending through the app

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_9.png

10. The recipient will receive the email with the letterhead

How_to_use_a_letterhead_template_to_send_the_survey_invite_step_10.png

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