This article will outline the steps needed to create and distribute surveys via email using the Tripleseat Integration.
Once you have successfully configured your Tripleseat Integration, you will want to ensure that your email templates are set up to represent your brand correctly.
Step 1: Navigate to the Projects folder and select the survey project you wish to distribute via email.
Step 2: Within the survey, click the Distributions tab and select the Email channel. Loop provides pre-formatted email templates you can use or start from scratch.
Step 3: An Invitation Template Settings dialog will appear. Select your preferred design mode (Simple or Advanced) from the Invitation Design dropdown. Note that switching between Simple and Advanced Mode will require you to redesign your Invitation Template. Click Continue to proceed.
Step 4: Browse the available Loop Default Templates. For the purpose of this article, we will use the pre-formatted templates and modify them as needed. Click Start Designing on the template you wish to use to begin.
Step 5: The Edit Email Design panel will open. At the top you will see the Subject line for your email. This will be displayed as the subject line when your customer receives the email, so make it relevant to your survey.
Step 6: Below the subject line you will see the full outline of your email template. You can click and modify every aspect of the template. You can switch between Desktop and Mobile views, update the logo and images, modify the text and their containers, and modify the buttons. You have full flexibility to customize your email template so it matches your brand standards.
Step 7: Once you are satisfied with the look and feel of your email template, ensure your survey is linked properly using the Take the Survey button. Click on the button and in the Action panel on the right, click the Action dropdown and select Survey Invite for your selected survey. This will link the correct survey to the button in your email and allow your customers to leave feedback while syncing email recipients as contacts in the system.
Step 8: Once you have finished making changes to your template, click the green Save button. Your Email Invitations dashboard will display, confirming your template is active and ready to be sent to your customers.
If you have followed the proper steps to set up your Tripleseat Integration, your email template will be automatically sent out to your customers to gather feedback around your event.