How to customize invitation emails
Personalize the invitation emails you send to customers when requesting testimonials. Forms 2.0 lets you save custom email templates, while Classic Forms let you customize emails each time you send invites.
This is applicable for all Senja plan: Free, Starter, and Pro.
For Forms 2.0 (saved templates)
Go to your Forms page: https://app.senja.io/forms
Click Edit on the form you want to customize
Click the Emails tab in the top navigation
Select the Invite email subtab
Click one of the template buttons (Default, Short, Friendly, or Formal) to pre-fill your email, or start from scratch
You can customize:
Subject: The email subject line (supports variables like
{{ first_name }})Write your message: Your main email content (supports markdown and variables like
{{ name }})Call to action: The button text in the email
Automatically follow up: Toggle to send reminder emails at 1, 3, and 7 days
Click Save changes in the top right when you're done
You can also customize your sender name, reply-to email, and logo in the Email settings subtab.
For Classic Forms
Classic Forms only provide default template for the invitation email
You can't update the email copy, but we are working an update on this
This is how the invitation email will look like
To be able to customize the form invitation email, upgrade to Forms 2.0. Follow the guide How to upgrade Classic Form to Form 2.0
For more details on sending invites, see How do I use form invites?