Email customization helps you personalize your review request messages with your brand voice using specific subject lines and targeted content. Well-crafted emails can also increase response rates compared to generic templates.

Step 1: Access Email Editor

Navigate to your campaign’s Builder tab:

1. Open any existing campaign or create a new one
2. Click the “Builder” tab to view your sequence
3. Click any email step (the boxes with envelope icons)4. The email editor will open and display the customization options

Step 2: Familiarize With Email Settings

1. The email editor includes these key fields:
   • Action Name: Label for your email step (e.g., “Initial Email”, “Follow-up Email”)
   • Subject: Email subject line that customers see in their inbox
   • Body: Main email content with rich text formatting
   • Email Type: So you can switch between HTML and plain text
   • Test Email: For you to send a test to one of your emails and verify everything looks exactly like you wanted it to look.

Step 3: Craft Effective Subject Lines

1. Your subject line determines if customers open your email. Below are some examples of effective subject lines.
   • How was your experience with [Business Name]?
   • We’d love your feedback on your recent visit.
   • Share your thoughts about [Business Name]
   • Quick question about your [service/product]

Step 4: Customize Email Content

Use the rich text editor to create compelling emails:

1. Replace Placeholder Text: Click in the body area where it says “Email content here” and replace it with your actual email content.
2. Format Your Text: Use the toolbar buttons to apply formatting:
   • Select text and click B for bold, I for italic
   • Use the paragraph dropdown to set headings or normal text
   • Click the link icon to add hyperlinks to your review funnel
3. Add Your Signature: Replace “[business_name]” in the signature line with your actual business name.
4. Choose Email Type:
   • Select HTML for formatted emails with styling
   • Select Plain Text for simple, unformatted emails
5. Test Your Email: Enter an email address in the “Test Email” field and click “SEND TEST” to preview how your email will appear to recipients.

⚠️  Test with different email clients (Gmail, Outlook, etc.)

Step 5: Save and Launch

After customizing all email steps:

1. If the test results were positive, click the “Save changes” blue button.
2. Click “Save Changes” for the entire campaign
3. Test the complete sequence with a sample contact.

Your email templates are now optimized! Combine with smart scheduling from “Automated Review Request Scheduling” for maximum effectiveness.