If you are using Wootric's HTML email templates for your email surveys and want to customize them to pass custom properties so you can use Wootric's dashboard segmentation, here's how. (Why segment your feedback?)

If you need a Wootric email template, you can download one in the "Download Email Templates" section of Settings if feature is part of your plan or please contact us

Some things to note:

i. The Wootric NPS survey template has 11 different score links (for each score of 0-10) that would need to have the properties added to them. Similarly CES has 8 score links and CSAT has 5. So, make sure to find and modify all of them!

      Each score link will start like this:

href="https://app.wootric.com/email_survey/NPS-XXXXXXX/

     You will add your custom properties to the end of those links.

ii. Your template customization will look different depending on the email service you are using.  Adding custom properties to the end of the link in Mailchimp will be different than doing so in Intercom, Marketo, Pardot or PersistIQ, etc. because each service uses a unique templating language.  As an example, here is how you can add properties to your Intercom email template:

href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/10?end_user[properties][country_code]={{ company.country_code }}"

If you have more than one custom property, you can add more using the "&" to connect them.  Here is an example: 

href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/10?end_user[properties][country_code]={{ company.country_code }}&end_user[properties][role]={{ company.user }}"


Here are some articles on customizing templates published by the various email services that you might be using, for your reference.

         Intercom

         MailChimp

         Marketo

         Pardot

         Hubspot


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