Email Templates give you complete control over content of the emails that RateHighly sends to your users.
You can add templates to RateHighly campaigns under Email follow-ups to send a sequence of templated emails to your user after they give a rating. For instance, you can ask a user to post their review on a site like G2 or share their experience on social media.
Note: Managed email templates are available on all RateHighly plans. You can create and edit custom templates by upgrading to RateHighly's Growth plan.
The template editor
On the left side of the template editor you can write the Subject and Body of a templated email.
As you type, the preview on the right side will update automatically.
The content of a custom template is up to you – you can decide whether you want to send review requests, thank you messages, referral campaigns, or anything else.
Emails are HTML, so you can add styling - text can be bold or italic. You can also embed links (CMD + K on macOS - or click the link button in the toolbar).
It's not possible to edit or delete Managed templates. These are curated by RateHighly staff and occasionally updated based on AB test results across many accounts.
Using variables
Templates become more powerful when you variables. Variables let you fill in user details, so each email is unique.
Here's an example:
Hi {{ person.first_name }},
Thank you for writing a testimonial for {{ app.name }}!
Best,
{{ sender.first_name }}When RateHighly sends an email using this template, it will look like this:
Hi Alice,
Thank you for writing a testimonial for Initech!
Best,
Bob
Other variables are available in addition to person, sender and app. Click Variables in the editor toolbar to see the available options. Clicking a variable will add it to the editor.
Variables must always be between curly braces, e.g. {{ person.name }}, otherwise RateHighly won't be able to fill in the details. When updating a template, please check your template carefully.
Sample data
You can select sample data by clicking From, To, and Review Site on the preview panel in the template editor.
This will automatically update the preview, so you can see what a template will look like when you send it to a specific user.
Send a preview
You can click Send me a preview at the top-right of the template editor which will send you a test email using your template. It can take up to one minute for an email to arrive.
Advanced templates
RateHighly's template editor uses the Liquid language, which means you can build advanced templates with conditional statements, loops, and filters.
You might recognize the template syntax if you have used the Shopify store page editor. Full documentation for the Liquid syntax is available here (third-party site).
Here's an example:
Hi {{ person.first_name | capitalize | default: "there" }},
{% if review_site.name == "Twitter" %}
Tweet your review!
{% else %}
Post your review!
{% endif %}If a user doesn't have a name in RateHighly (for instance, if you are surveying users anonymously), you can set a default value for their name using the default filter.
This template also capitalizes the user's name, so that "alice" will become "Alice", and "bob" will become "Bob", using the capitalize filter.
Many other filters and operators are built-in. RateHighly supports a subset of the Liquid templating language. The operators >=, >, <, and <= are not supported.
Warning: This is an advanced feature, and errors in your templates can lead to strange looking emails.
Make sure you test your templates carefully with sample data before using them on a campaign. If you need assistance writing templates please message our friendly support team who will be happy to help.