If you added extra information to your contacts (JobTitle, Recruiter, CompanyName, etc.), you can use these properties to make your invitation even more personal. No properties assigned yet? Read here how to do this.
Go to Forms, click on Invite next to the right feedback form and choose Upload as CSV or Excel. Upload the right client file with the right properties and click on Compose message in the lower right corner. You will be redirected to the next step where you can construct the invitation e-mail.
In this step, you're able to adjust and set all settings and write your invitation text. To make sure your customers know that this e-mail is reliable and know what this survey is about, it's important that your e-mail is as direct and personal as possible. For example by adding certain properties to the text.
Are you, for example, sending your survey because you worked together with a client on a project? You are able to add this specific project name in the client file and upload it into the text. By adding the text "@columntitle", the tag will automatically link to the right column title from your file and the tool will recognize and add the right property per customer.
You can manually add the custom fields in your invitation text by typing "@columntitle". This can, for example, be a tag like @JobTitle or @Recruiter.
Note: When you manually add the custom field, it's important to use the exact column title you also used in the client file. The custom fields are sensitive for capital letters, and won't be linked when used inconsistently!
Updated 5 months ago