How to personalise Email Invitations

Customising invitations helps boost conversion rates because customers are more likely to engage with messages that feel personal and resonate with your brand's tone.

Email template options

Betterbunch gives you two ways to personalise email invitations:

• Use a pre-written template and update the editable fields, such as your business name or sender details. Pre-written templates are designed by Betterbunch and cannot be fully edited.
• Create your own custom templates, which you can name, edit, reuse, or delete later.

How to set your default email template

Your default template is the message delivered to your customers when an invitation is created, unless you customise the message for a one-off send.

Follow the instructions below to update your default email message:

1. Login to your betterbunch account.

2. Open the Settings menu in the bottom left corner of your dashboard.

3. Navigate to the Invitations tab.

4. Click Select a page to edit and choose Email Template from the dropdown menu.
5. Click Select a Template to open the dropdown menu. Choose from one of the prewritten templates, or select + Create Custom Template if you want to write your own.
6. Click Update default Email template to save.

How to customise a one-off invitation

To change the email message for a one-off single invite or a bulk invitation upload, follow these steps: 

1. Begin sending your invitation using the single or bulk method.

2. Before sending,  select Edit Invitation.

3. Select the Email template tab.
4. Click Select a Template to open the dropdown menu. Choose from one of the prewritten templates, or select + Create Custom Template if you want to write your own.
5. Click Update for this send only to save your changes. 

Tips and things to consider

• Invitations must follow Google's Prohibited and restricted content guidelines. Your custom messages must not offer incentives like free services or vouchers in return for Google reviews.
• Email invitations have no character limit, so feel free to make your email invites as brief or details as you like. 
• The email subject line is displayed at the top of the Email preview pane. The email subject for pre-written templates isn't customisable. If you want to customise your email subject line, create a custom email template. Learn more about creating custom templates here. 
• If you are using the Reward-Led template, customer will be added into the Better Rewards draw. Learn more about Better Rewards here.
• Consider signing off the email with your name or the name of someone in your team to give the email a personal touch. 
• Your business name will be displayed in the sender field of your customer's inbox. Learn how to update your sender name here.
• The 'Reply stop to unsubscribe' message at the base of your invitation is a requirement of the New Zealand Unsolicited Electronic Messages Act 2007 and the Australian Spam Act 2003. This line can not be removed.
• Consider updating the style of your invite buttons, as your customers are more likely to engage with your invitations when their design aligns with your brand identity.