Write and manage request email templates

To write the email your customers receive, open Requests, go to the Templates tab, and click New template or Browse library. Use {{name}} anywhere to insert the person’s name.

Create a template

1. Click Requests in the top menu, then the Templates tab.
2. Click New template.
3. Enter a Template name that only you see, for example “Friendly ask”.
4. Write the Subject, for example Quick favor, {{name}}?
5. Write the Body. Keep it short and personal: say what you are asking for and why it matters to you.
6. Save the template.

The link to your form is added for you, so you do not need to paste it.

Start from the library

Click Browse library to pick a ready-made template and adjust it. You can also read our free collection at https://testimonials.ltd/testimonial-request-email-templates.

Edit or delete a template

Use Edit or Delete next to a template. Deleting asks you to confirm first.

Tips that get more replies

• Send the request soon after a good moment, like a finished project or a renewal.
• Ask one clear question, for example “What changed for you since you started using us?”
• Set your own name as the sender. See Change the sender name and reply-to address.

Related articles

• Send testimonial requests by email
• Set up automatic reminders
• Change the sender name and reply-to address