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February 5th, 2019

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Rating Request Templates are predefined settings that you can select when creating a Rating Request. We’ve provided a few for you to choose from, with each template relating to a different use of Rating Requests. For example the messaging for the Standard Request template includes wording and settings relating to feedback for a team member, whereas the Company Focussed template relates to the account.

When creating a Rating Request, you can select which template you would like to use from the Template dropdown list.

Adding a Template

In addition to the templates we’ve provided, Admins of Hively Premium accounts can create their own Templates as follows:

  • Select Rating Request Settings from the main menu.
  • Click the Add Template button.
  • Fill in the form fields and click Submit.

To see what your template will look like, click the Preview button at the bottom of the form at any point in the creation process.

Editing a Template

Admins of Hively Premium accounts can edit their Templates as follows:

  • Select Rating Request Settings from the main menu.
  • Click the Edit link next to the Template that you would like to edit.
  • Fill in the form fields and click Submit.

To remove a template, click the Remove link instead. The predefined templates can’t be edited or removed.

Setting a Template as the default

Admins of Hively Premium accounts can select a default Templates as follows:

  • Select Rating Request Settings from the main menu.
  • Click the Set Default link next to the Template that you would like to be the default.

The default template will be selected automatically for you when creating new Rating Requests.