Personalise your email invitations

This article will explain everything you need to know about customising your email invites

Customising your email invitations is a great way to increase conversion rates. Customers are more inclined to interact with your invites if they're personalised and match your brand. 

While you're at it, we recommend personalising your SMS invitations too. 

How to customise the default message for all email invitations

How to customise the email message for a single or bulk invitation

How to change the sender name that's displayed in your customer's inbox

How to change the style of the buttons in your email invitation

Tips, tricks and other things to remember when customising the message in your email invitation

How to customise the default message for all email invitations

Updating your default email message will change the wording of all future email invitations.
The default message will apply to all email invitations created through single sendbulk send or automation sending methods. 
Read on to learn how to change your default email message. 

  1. Login to your betterbunch account
  2. Head to the Settings page on the bottom/left of your dashboard

  3. From there, navigate to the Invitations tab

  4. Click the Select a page to edit dropdown and choose Email template
  5. Write your own custom message in the text box below
    Don't forget to check out our tips and tricks section first though! 
  6. Click Save. It's that easy!
  7. We always recommend sending yourself a test invitation to check that you're happy with the change before you send your next invites  

How to customise the email message for a single or bulk invitation

If you are creating a single invitation to one customer at a time, or uploading a bulk list to send invites to a list of customer, you can edit the email message for this send only.
This will not alter your default SMS message for future invitations. 
Read on to learn how. 

  1. Begin sending your feedback invitation using the single invitation method or bulk invitation method 
  2. Before hitting send,  select Edit Invitation  

  3. Select Email template from the top of the pop-up 
  4. Write your own custom message in the text box below
    Don't forget to check out our tips and tricks section first though! 
  5. Click Update for this send only to save your changes
  6. Or, if you've had a change of heart and want to update your text for all future invitations, select the dropdown arrow and click Update for all sends going forward
  7. Review your invitations by checking the phones on the right side of the screen, then hit Send Invitation. It's that easy!

How to change the sender name that's displayed in your customer's inbox 

Your business name will be displayed in the sender field of your customer's inbox to help build trust and increase interaction rates. With this in mind, it's important that your business name is correct and formatted properly. 

Read on to learn how to update your business name in betterbunch. 

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  1. Login to your betterbunch account

  2. Head to the Settings page on the bottom left of your dashboard

  3. From there, navigate to the Business tab, which will display your business settings

  4. Type your correct business name into the Business name textbox 
  5. Hit Save, kick back and relax 

How to change the style of the buttons in your email invitation

Your customers are more inclined to interact with your invites if the style of the invitations matches your business's brand because it will feel familiar.

Check out this article to learn how to update the style of your invitation buttons. 

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Tips, tricks and other things to remember when customising the message in your email invitation

Here are a few tips to keep in mind when you're writing your custom email message.

  • Your email invitation has no character limit, so we recommend making it super personalised.
  • The subject line of the email is not customisable, but the text in the email certainly is.
  • Remember, we need to adhere to Google's Prohibited and restricted content guidelines. This means your custom message can not contain incentives such as free services or vouchers in exchange for reviews.
  • The highest converting messages are personalised messages that come from real people. Phrases like "your feedback really helps us learn and grow" are great. Phrases like "WIN a $100 voucher" are more likely to receive a click on the unsubscribe button. 
    We suggest including your name or the name of the team member your customer dealt with.
  • Don't forget to include your business name aswell.