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.
Creating A Custom Email Template
To set up a custom email, click the 'Campaigns' tab on the left navigation rail. Click the 'Templates' tab on the top panel. On the new page, click the 'Email' option and click the 'Create template' button in the top right corner.
Select the 'Custom' option to create a new business-need-specific email template.
Elements of Custom Email Template
On the new page, you can rename your template by clicking the pencil icon next to its name. By default, the template name will be set to 'Custom email'. You can configure three 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.
| Email subject line | By default, the email subject line is 'Thanks for being a valued customer'. Use the 'Email subject line' box to set a new subject line. |
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 various locations within your Birdeye account. To learn more about 'Setup Branding', read the help center article: How do I set up branding within my Birdeye account?
Custom Email
In the next section, you can customize your email. You must enter a suitable 'Heading' and 'Message'.
| Text editor | This mode allows you to customize different sections of the custom email directly by editing the content in text format. |
| Custom HTML | This section allows you to customize the email using HTML code. |
| Heading | This allows you to add a customized header to your email within 130 characters. You can personalize the header 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. To do this, click the 'Personalize' button at the bottom right and select the desired token. |
| Preview button | To preview the email template at any point, click the 'Preview' button. |
| Attachments | Click the attachment icon to add an image or PDF to the custom email. Only PNG, JPG, JPEG, and PDF formats are supported. |
Type of Email
Select the type of custom email - Feedback, Marketing, or Service email.
• Feedback email – e.g., referral programs, promotions
• Marketing email – e.g., review requests, surveys
• Service email – e.g., appointment reminders, payment requests
