How to use or create an email template

To meet the many internal and client communication needs, Skeepers offers preconfigured, easy-to-access and editable email templates, as well as a fully customizable blank template.

If you want to launch a survey deployment via email, or automate email alerts or notifications, this article is for you.

Accessibility

With the appropriate rights, go to the 'Settings' section in the platform's left sidebar. Then select 'Email Templates' under the 'GENERAL' section.

Email Templates - FM.gif

On this page, you will see the list of all email templates available in your organization’s account.

If you do not have access to the 'Settings' section, please contact your local administrator and ask to be granted the "Account Settings" user right.

Manage your account’s email templates

From your account Settings, you can browse your list of email templates, create new ones, and also edit, duplicate or delete existing templates.

You cannot delete an email template that is still active in a campaign or has already been sent.

  • Click the Edit button next to a specific template to access and modify it.
  • Click the button to start designing a new email template from a prebuilt Skeepers model or a blank template.

Select an email template with the appropriate layout

Skeepers’ predefined templates are based on a compilation of marketing best practices from our long-time clients, helping you save time and boost your performance through the platform.

These email templates are easily editable according to your use cases and needs. Since they offer a certain level of customization, we also give you the option to create your own templates from blank layouts.

Modèles prédéfinis proposés 

Invitation à répondre au questionnaire Invitation à répondre avec question intégrée Notification interne Notification client Email de réponse à un avis consommateur
Types de Modèle
Modèle d'accès à un questionnaire Modèle d'action de notification ou d'alerte Modèle de réponse aux consommateurs
Besoins

Questionnaire de mesure de la satisfaction

Enquête à chaud de récolte de données

Enquête d'évaluation des besoins

Questionnaire d'évaluation de l'expérience client

Questionnaire post-achat

Questionnaire de mesure de la satisfaction

Enquête à chaud de récolte de données

Enquête d'évaluation des besoins

Questionnaire d'évaluation de l'expérience client

Questionnaire post-achat

Questionnaire de mesure de la fidélité

Enquête de mesure de la perception

Alerte détracteur

Alerte promoteur

Alerte client à recontacter

 

Remerciements

Remerciements avec geste commercial

Message d'excuses post-insatisfaction

Compléments d'information

 

Actions post-satisfaction

Actions post-insatisfactions

Reconquête client

Utilisations

Envoi de questionnaire par email via Skeepers avec accès au questionnaire par lien url

Envoi de questionnaire par email en externe avec accès au questionnaire par lien url

Envoi de questionnaire par email via Skeepers avec enregistrement du premier élément du questionnaire (échelle de notation, NPS, CSAT, liste à choix avec images, cases à cocher, opt-in) au clic

Envoi de questionnaire par email en externe avec pré-remplissage du premier élément du questionnaire (échelle de notation, NPS, CSAT, liste à choix avec images, cases à cocher, opt-in) au clic

Déclenchement d'une action de notification email sur un champ email, sur un attribut email, sur un utilisateur/destinataire du compte ou sur une ou plusieurs adresses emails spécifiques Déclenchement d'une action de notification email sur un champ email, sur un attribut email ou sur une ou plusieurs adresses emails spécifiques Utilisation du canal de réponse post collecte de feedback
Particularités
  • Possibilité d'ajouter un logo dans la partie supérieure du corps de l'email
  • Présence d'un lien de désinscription pour gérer l'opt-in/l'opt-out dans la partie inférieure du corps de l'email
  • Possibilité d'ajouter un logo dans la partie supérieure du corps de l'email
  • Présence d'un lien de désinscription pour gérer l'opt-in/l'opt-out dans la partie inférieure du corps de l'email
  • Impossibilité d'ajouter un logo dans la partie supérieure du corps de l'email
  • Impossibilité de modifier la mise en forme du bandeau supérieur du corps de l'email
  • Pas de lien de désinscription dans la partie inférieure du corps de l'email
  • Possibilité d'ajouter un logo dans la partie supérieure du corps de l'email
  • Pas de lien de désinscription dans la partie inférieure du corps de l'email
  • Possibilité d'ajouter un logo dans la partie supérieure du corps de l'email
  • Pas de lien de désinscription dans la partie inférieure du corps de l'email

Template vierge

Template vierge
Besoins
Tous les besoins
Particularités
Personnalisation avancée du corps de l'email

Some email templates do not contain an unsubscribe link because they are sent directly by the platform via the address no-reply@sender-mfb.com.

Configure an email template

Configuration on one of the pre-recorded templates for accessing a survey

After choosing from the 5 pre-recorded Skeepers templates the one that best suits your needs, start configuring the template in the 'Edit' tab.

First, fill in the email template name. It should be descriptive and unique to easily identify it in the list of templates displayed in the settings and when using it in a campaign.

The email subject is fully customizable by you. Click here to view marketing recommendations for writing a good email subject by our integrated sending provider MailJet.

We recommend selecting the original language of the email template now so you can translate the template later if needed (see the translation steps here).

For the email content, we invite you to first remove the "Your logo here" box to drag and drop your own organization logo.

Email template content.gif

The rest of the email body can be customized according to your organization’s standards.

By selecting text content, you can format it and add a hyperlink if needed by clicking the chain symbol "Link".

If you select text and click the square symbol with a line through it "Add a button", the text will turn into a button. You can then customize its formatting (color, size, alignment) and add a redirect link using the chain symbol "Link".

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In the email body, you cannot resize images. We recommend uploading them to the platform at the appropriate size and format. Supported formats are PNG, JPG, GIF, and SVG. The maximum visual size is 30KB.

Now, in the 'Advanced Settings' tab, you can first complete the plain text version of the email template. Completing it ensures optimal readability and accessibility for everyone. 

You will then only have to fill in the sender name of the email.

The "From this email" field refers to the sender address of your communication. The optional "Reply-to email" field designates the email address that will continue the exchange with the recipient if they respond to your communication.

Feel free to check the following articles on the Skeepers blog for best practices:

By default, emails are sent by the platform via the address no-reply@sender-mfb.com.

Do not modify the sender address right away without proper configuration.

If you want to customize the sender address, we invite you to contact your Customer Success Manager or your Skeepers sales contact to request an email subdomain delegation.

Don’t forget to save your creation or changes by clicking the button.

Configuration on the blank template

After selecting "Create your own blank template", start configuring the blank template in the 'Edit' tab.

Blank template.gif

Using variables

If you want to use a template for sending a survey via SMS, it is essential to include the [#url] variable, as it is required to configure your distribution and allow access to the survey.

To learn more about variables, feel free to explore all available variables, their uses, and limitations in our dedicated article .

Default variables available in pre-configured templates:

Variable Definition
[#contact.firstname] First name entered in the contact profile.
[#url] Link to the survey.
[#unsubscribeUrl] Link to unsubscribe and opt out.
[#campaign.question] Question and answer leading to the survey.
[#nom] Last name entered in the contact profile.
[#prenom] First name entered in the contact profile.
[#note.satisfaction] Satisfaction score provided in the survey.
[#commentaire] Text field filled in the survey.
[#feedback.url] Unique public link to the feedback.
[#collectAnswer.firstname] First name entered in the survey.
[#collectAnswer.message] Text field filled in the survey.
[#collectAnswer.url] Response sent to the respondent via the response channel.
[#user.firstname] User’s first name.
[#user.lastname] User’s last name.

Using a template

Skeepers email templates allow you to meet a wide range of needs: survey invitations, invitations with embedded questions, internal notifications, customer notifications, and response emails to customer reviews.

The setup is simple within your campaigns and distributions.

Using an email template to deploy a campaign with a URL link

You can use email templates to send your campaigns to your contacts via Skeepers.

If you want to deploy your campaign by email with only a URL link to the survey, you should select an email template based on the "Survey invitation" format. Feel free to consult our dedicated article .

Using an email template to deploy a campaign with the first question pre-filled or recorded on click

You can use email templates to send your campaigns to your contacts via Skeepers.

If you want to deploy your campaign by email while allowing the first question to be pre-selected or recorded when accessing the survey, you should select an email template based on the "Invitation with embedded question" format. Feel free to consult our dedicated article .

Using an email template for notification actions

You can use email templates to set up automatic notification actions.

These notifications can be sent internally within your organization (and to partners) or to your customers. They serve multiple purposes: alerting a store about a dissatisfied customer, notifying a salesperson to follow up with an unhappy client, thanking a customer after submitting a response, inviting a customer to leave a Google review, etc.

These notifications are configured in your campaign under the "Actions" section. You should select an email template based on the "Internal notification" or "Customer notification" format. Feel free to consult our dedicated article .

Using an email template for responding to a customer

You can use email templates in the customer response channel.

If the customer has provided their email address, or if it has been automatically collected through campaign attributes, you can send them a response after they submit their survey response.

This response is configured in your campaign under the "Response" section. You should select an email template based on the "Customer review response email" format. Feel free to consult our dedicated article .

Translating a template

This section is intended for users who want to use an email template in a multilingual context (survey distribution or email notifications in multiple languages, etc.).

Once your email template configuration is complete and saved (whether created or edited), go to the "Translate" tab.

Click the button to start configuring translations.

Then select the target language and translate the template into one or more languages of your choice.

As explained in our dedicated article on translation features , there are 3 ways to handle translation:

You can easily combine different translation methods: start with a global automatic translation, then refine specific elements manually. Your translations are ready when all fields are completed, as shown below.

If you have any questions, please contact our Customer Care team.

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