In order to create an email message which will contain a link to the WIthdrawl/Refund Survey and will be sent to the customer after they have requested a withdrawl or refund, click on the “Add” button next to the “Withdrawl/Refund” label within the “E-Marketing” screen.
Figure 307: Creating a message with a Withdrawl/Refund Survey link (step 1/2)
The following screen will be displayed.
Figure 308: Creating a registration confirmation message
The following parameters are available inside this screen:
Email Subject – field for defining an email subject (e.g. “Withdrawl/Refund Survey”)
Email Reply-to – field for defining a reply to email address
Email Text – field for defining the body of the email message where you can enter the merge fields to further customize your message (e.g. “%%First_Name%%”” to address the customer by his first name.)
Merge Fields – double click on the desired merge field in the list to display it inside the body of the email message)
Note:
the merge fields can be used to customize your message to the customer by automatically entering the information from his profile; for example if you double click on the “Service_Name” merge field, the name of the service will be displayed to the customer in an email sent as a confirmation
for this particular message, you should double click on the “Withdrawl/Refund” merge field in order to insert the link to the survey into the body of the email message
After setting the desired parameters, click on the “Create template” button and the template for the email message containing the refund survey will be created.