How do I edit the email invite to be sent to my Shopify contacts?
To edit the email invite:
- Click or hover over the email template and click
to edit the email template or click Edit template at the top right corner. You can make edits to the default template that gets displayed here. Enable Use First Question if you want to use the first question to be shown in the survey cover page. If the first question is NPS, Star Rating, or Multiple Choice, the first question will be embedded in your email distribution. This replaces the Begin Survey button as a link to your survey. - Make edits to the title of the email template, if any, in the Title name box. If you do not make any changes to the title, it will take the name of the survey by default.
- Click Background color and Font color palettes in the Header section to adjust them in the template.
- Make edits to the button name in the Button name field, if required.
- In the Button URL field, click + Add Parameter, to insert respondent variable from Shopify into your survey.
- Type name, if, for example, you want to track the respondent's name. You can also select Product name and Order name to append into the URL as well as have these variables displayed in the customized message.
- Click Select value dropdown and select either first name or last name.
- Click OK . Similarly, you can also insert a direct value as a respondent variable. For example, type 'Organization' and, in Select value, click param-value and enter "XYZ Inc".
- Make sure you have the corresponding custom variable for 'organization' created in survey.
- Click Background color and Font color palettes in the Button section to adjust them in the button name. As part of our branding, we include the Zoho logo in the footer of all free plan surveys. You can only remove the footer if you have a paid plan.
- Choose whether you want to show the default 'powered by Zoho Survey' option.
- Click OK .
- Click Send to distribute your survey through email. You can also save a draft version and send it later.
Note: You can add up to 1000 email addresses per batch in an email campaign i.e. you can send 1000 emails at a time.
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