This guide will walk you through customizing the email template sent to your suppliers when you assign them a custom survey. By personalizing these emails, you can ensure clear communication, maintain brand consistency, and provide specific instructions.

From your dashboard, click on 'Custom Surveys' in the left-hand navigation menu. This will take you to the Custom Surveys overview page.

On the Custom Surveys page, locate and click the 'Supplier email' button. This button is typically found near the top right of the page.

In the 'Supplier task assignment email' modal that appears, enter your organization's name in the 'Organisation name (shown to suppliers)' field. This name will be visible to suppliers in the email.

Enter the email address that suppliers should use for support inquiries in the 'Support contact email' field. This will be the contact point for any questions they have about the survey.

Optionally, you can customize the subject line for the supplier task assignment email. Enter your desired subject in the 'Email subject template' field. You can use placeholders like {{org_name}}, {{questionnaire_name}}, and {{due_date}} to include dynamic information. If you leave this blank, the system's default subject will be used.

Optionally, you can customize the main content of the email. Enter your message in the 'Email body template' text area. You can use placeholders such as {{org_name}}, {{org_email}}, {{questionnaire_name}}, {{due_date}}, and {{view_task_label}} to personalize the content. Use line breaks for paragraphs.

Once you are satisfied with your customizations, click the 'Save' button at the bottom right of the modal. Your new email template will now be used for all future custom survey distributions.

If you wish to discard your changes, click 'Cancel' or the 'X' button.