Public templates enable subscribers to send information and tours to their clients and thus introduce them to the online survey process and components. This enables clients to have a thorough understanding of the relevant ORS prior to the survey being conducted within their organisation. Public template options include the following:
- Client Results Surveys
- Customer Results Surveys
- Member Results Surveys
- Talent Results Surveys
- Online Results Surveys (a multi-select tour option from the survey suite)
To create and send a template email:
- Select ‘Send template email’
- Select or create a client
- Select or create a new client contact
- Select ‘Next’
- Select the communication category (TRS, CRS, MRS)
- Select the required email template
- Customise both html + plain text versions as required
- Select ‘View email’
- Select ‘Email to self’ or ‘Email to client’
- Select ‘Finish’
NB: MYP has the capacity for management to create their own custom tour marketing email templates. To access this functionality, subscriber staff will need to subscribe to the advanced eMarketing module.