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How to Create or Edit a Company Email Template for Review Notifications

Whenever a customer submits a review on your website, the LISA platform will automatically notify your team. To create a new email template to be sent to your team (or to edit the existing template), follow the instructions below.

This article relates to the content of the email notification message that your team receives. If you want to change who on your team who gets notified of a review, then follow these instructions instead

1. Go to Notifications > Email Templates

Log into your LISA admin and navigate to Notifications > Email Templates.

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2. Click into the "Company" Tab

To make sure this template goes to your team members (rather than your customers), click into the "Company" tab at the top.

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3. Click the Plus (+) Button

Create a new company email template for reviews by clicking the plus (+) button in the upper right corner.

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4. Fill Out Your Company Email Template Details 

On the Email Template page, fill out the relevant details. (Follow along with our general instructions if you need more guidance on the fields on this page—link coming soon!)

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As shown above, the settings available to edit your company email template include:

*The most important setting on this page is to choose "Reviews" in the dropdown menu for Email Template Type.

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**For a standard "review received" email notification, you'll also want to select either "Automatic - Email type default" or "Automatic" under the field for Email Trigger Options. These settings will ensure that the email template is sent automatically to your team every time a customer submits a review.

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By selecting "Automatic," you'll be able to add specific conditions to this email template, allowing you to create multiple company email templates for reviews and send different emails based on a review's star rating. 

5. Save Your Changes

Once you've created or edited your company email template, simply click "Save" to save your changes.

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Note: You can also edit the emails that are sent to the customer, both when you request a review via email and as a "thank you" after the customer submits a review. Learn how to edit these customer-facing email templates in the links below: