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Add an Email Template

An Email Template is a pre-built message format that you can reuse when communicating with customers through ReviewStream. Templates save you time, keep your messaging consistent, and allow you to personalize emails with dynamic placeholders.

Common examples include:

  • Welcome emails
  • Review requests
  • Follow-up reminders
  • Product or service updates
  • Thank-you messages

You can think of an email template as the foundation for your customer communications. ReviewStream lets you create, save, and reuse templates so your messages stay consistent and personalized.

Step-by-Step Instructions​

1. Go to the Templates Page​

In the left-hand navigation, select Templates.

Select "Templates" in left-hand navigation

2. Click the “Create Template” Button​

You’ll see a list of all active templates on your account, if applicable. Click the “Create Template” button to add a new one.

Click the “Create Template” Button

3. Choose Template Type​

Select Email as your template type. (Text is coming soon!)

Choose Email Template

4. Add Template Details​

Provide the required details for your email:

  • Template Name (internal use only)

Create Email Template Name

  • Subject Line (what the customer sees in their inbox)

Create Email Subject Line

  • Preheader Text (optional preview line)

Add Preheader Text

5. Write Your Email Body​

Use the text editor to build your email content. You can:

  • Add headings, paragraphs, and bullet points
  • Insert links and calls to action
  • Use placeholders (e.g., {{FirstName}}) for personalization

Write Your Email Body

Close your email with a link to a review service of your choice.

Write Your Email Body

7. Save Your Template​

Once all required fields are filled out, click Save. Your new email template will now be available to use in campaigns or automated workflows.

Tips​

  • Use placeholders to personalize each email automatically (e.g., {{FirstName}}).
  • Keep subject lines short and engaging.
  • Break your body content into sections with clear formatting.
  • Test your template by sending a preview to yourself before using it in a campaign.

Next Step​

After you've created an email template, you can assign it to a campaign or use it in your automated workflows to engage customers.