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How to create an email invitation template

Updated

An email invitation template in CXP is a customizable message sent to guests to request Survey responses after their stay. It combines two key components: a Text Content Type labeled Email Invitation and a Theme. When both are selected in the questionnaire editor, your email invitation is ready to be sent.

 

Benefits of the Feature

  • Brand consistency: Customize colors, images, and text to match your brand identity.

  • Personalized messaging: Use dynamic placeholders to personalize content for each guest.

  • Streamlined setup: Easily manage all design and content elements directly within the questionnaire editor.

Feature Details and Step-by-Step Instructions

Step 1: Create the Email Invitation Content

Start by using the default text content Email Invitation or create a new text content type of the same type. This content includes:

  • Subject line

  • Introduction text

  • Closing text

  • Optional: Custom reminder text

You can personalize the message using placeholders to improve guest engagement. Here are some examples:

Dear {guest_first_name} {guest_last_name},

How was your experience at {hotel}?

 

Learn more about creating text content types here.

 

Step 2: Create a Theme

Design a theme that reflects your brand’s visual identity. Survey and email invitation styling are configured separately, so open the Email tab in the Theme Editor to style your invitation. In this tab, you can:

  • Choose your Foreground and Accent colors, or click Copy values from Survey to reuse the colors from your Survey tab and adjust from there.

  • Upload custom header and footer images (optional)

Note: Background and Heading colors aren't configurable for email, and custom fonts aren't supported there either, to avoid inconsistent rendering across email clients.
 


 

Learn more about theme creation here.

 

Step 3: Assign Content and Theme to Your Questionnaire

  1. Open your questionnaire in the editor.

  2. Go to the Email Invitation step and select your content from the list. Pro Tip: If your questionnaire have an overall score question, you can embeded the scale instead of showing the button.

  3. Go to the Theme step and select your created theme.

Once both are selected, your email invitation template is complete and ready to use.

 

 

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