Whenever a customer fills out a survey, you can have a notification email automatically sent to the team member(s) of your choice. Follow the instructions below to create a new company email template for survey responses.
These instructions relate to the content of the email message. If you want to change who on your staff gets notified of a survey response, follow these instructions for changing survey lead notifications instead.
1. Go to Notifications > Email Templates
After logging into your LISA platform, navigate to Notifications > Email Templates.
2. Click on the Company Tab
At the top of the Email Templates page, click into the tab for "Company."
3. Search for "Survey"
Before creating a brand-new company email template for surveys, it's a good idea to check whether one exists already. (Your LISA platform comes with many common templates, so you may have one even if you never made one yourself.)
You can scroll through the list manually, or you can use your browser's Ctrl+F function to search for "survey."
If you do have a company survey template already, it's up to you whether you'd like to edit it or create a new one from scratch. To edit it, simply click on the template from the list.
4. Add a New Template
To create a new email template, click the + button in the upper right corner.
5. Fill in the Template Details
On the Email Template page, fill in the fields. To make sure this email template will be sent automatically whenever a new survey response comes in, the most important fields are:
- Email Template Type
- Email Trigger Options
Email Template Type
In this field, choose "Survey."
Email Trigger Options
To make sure this email is sent automatically as soon as a new survey response comes in, be sure to choose either of the "automatic" types:
- Automatic - Email type default: This notification email will be sent automatically for all surveys.
- Automatic: This notification email will be sent only for surveys that fit the conditions you specify.
Learn more about setting conditions for survey email templates.
6. Save Your Changes
Once you've finished creating your email template, scroll down to the bottom and click "Save."
That's it! If you've set the email template to one of the automatic options, it will be automatically sent whenever a new survey response comes in. You can return to Notifications > Email Templates and follow the instructions above to edit your template or create a new one at any time.
To learn more about customer-facing email templates for surveys, check out these related resources: