How do I create custom email templates?
Custom email templates within Birdeye can be used to share important announcements, promotional activities, new launch updates and much more via email. To create a custom email template, follow the steps detailed below:
CREATE A CUSTOM EMAIL TEMPLATE
To set up a custom email, log in to your Birdeye account, and click on the 'Campaigns' tab on the left navigation rail. Now, click on the 'Templates' tab on the top panel. From the new page, click on the 'Email' tab and click on the 'Create template' button on the right corner.
From the options, click on the 'Custom' button to create a new business-need specific email template.
ELEMENTS OF A CUSTOM EMAIL TEMPLATE
On the new page, you can rename your template by clicking the pencil icon next to the template's name. The template name will be set as 'Custom email' by default. Here, you can configure three different sections of your custom templates - General, Header Branding and Custom Email.
GENERAL
The 'General' section allows you to customize the subject line of your email, set a reply to the email, and add an email signature.
| Email Subject line | By default, the email subject line is set as 'Thanks for being a valued customer', use the 'Email subject line' box to set a new subject line. |
| Reply To Email | To enable customer response, select the 'Business location's email address' option. If the customer replies to the custom email, the response will be sent to the email address of the specific business location. If you wish to change this email, visit the 'Setup branding' section under the 'Setup' tab. To disable customer response, select the 'no-reply@birdeye.com' option. |
| Add Signature | You can also personalize your email templates via tokens. The tokens fetch the location's name, phone number, or other relevant details automatically and add those details to the custom email. |
HEADER BRANDING
The next section allows you to customize the branding of your email campaign template. NOTE: As a business owner, you can set up different branding options for different locations within your Birdeye account. To learn more about 'Setup Branding', read the help center article: How do I setup branding within my Birdeye account?
CUSTOM EMAIL
In the next section, you can customize your email. You are required to enter a suitable 'Heading', and 'Message'.
| Text editor mode | This mode allows you to directly edit different sections of the custom email. |
| Custom HTML Mode | This section allows you to customize the email further using HTML code. |
| Heading | This section allows you to add a customized header to your email within 130 characters. You can personalize the header by using tokens. |
| Message | In this section, you can add a customized message within 2030 characters. You can further personalize the email by adding signatures using tokens. For this, click on the 'Add tokens' drop-down menu on the bottom right and select the option you want. |
| Preview button | To preview the email template at any point, click on the 'Preview' button. |
