Creating a custom template is one of the easiest ways to give your feedback and review requests a consistent brand voice. ReviewTrackers allows you to customize not only the copy of your request, but also the image and logo.
Read below for step-by-step instructions and important information for how your request templates work.
Who can create a custom template?
Only a user with the role of Admin or Manager can create a new template.
If you’re unsure of your role, email firstname.lastname@example.org and we’ll be happy to help.
How do I create a custom template?
In the Ask section of ReviewTrackers, you’ll see a ‘Manage’ button. From here, you can choose a template to ‘Clone’.
From here you can do the following:
- Update the template name
- Assign the template to a location/group
- Update email subject line
- Add an image/logo
- Update request copy
Image/logo location and sizing:
- The image will appear as a header image at the top of your template.
- The recommended image size is 600 pixels wide and 200 pixels tall.
- If the image is:
- wider than 600px, it will shrink proportionally to 600px wide.
- taller than 200px, it will not adjust.
- smaller than these dimensions, the image will be centered and the size will not adjust.
The last step is to select the ‘Next’ button at the bottom of the page to save your new template for future review and feedback request campaigns.