Email Wording

Here you will find the email wording that will be sent to contacts, inviting them to participate in the survey.

Contacts who have already responded to the survey will not receive the subsequent scheduled emails.

First request to participate email

Subject line: [Company Name] 2 Minute Survey - Please Participate

Hello [Name],

We value feedback from our clients.

It helps us to understand what we do well and where we could improve; information that enables us to continue to meet your needs in the future.

One of the ways we seek feedback is through The Relationship Rating (TRR), a recurring client survey, guided by an independent partner VerityRI, which lets us know where we stand with all our key clients on a regular basis.

We would be grateful if you would share your feedback. It will take no more than a few minutes of your time.

Click here to take the survey

If you prefer not to participate, let us know here

Thank you in advance.

[Signature]

This email has been sent to you by Verity Relationship Intelligence on behalf of [Company Name].  We take data privacy matters very seriously. Our Privacy Policyexplains how we use personal data in connection with The Relationship Rating. If you would prefer not to participate please click here.

Second request to participate email

Subject line: [Company Name] Values Your Feedback

Hello [Name],

Our survey partner, VerityRI, is currently preparing our client Relationship Rating (TRR) report. I am interested in hearing from you, and the survey will only take a few minutes to complete.

Click here to take the survey.

Thank you.

[Signature]

This email has been sent to you by Verity Relationship Intelligence on behalf of [Company Name].  We take data privacy matters very seriously. Our Privacy Policyexplains how we use personal data in connection with The Relationship Rating. If you would prefer not to participate please click here.

Third request to participate email

Subject line: Your Feedback is Important to [Company Name] – Survey Closing Soon

Hello [Name],

Your feedback is important to us at [Company Name].

Our survey partner, VerityRI, is gathering the findings of our most recent TRR survey. I have been made aware that we don’t yet have your feedback. I would value your added perspective, and the survey will only take 2 minutes of your time.

Click here to take the survey

Please note that this survey will close on [End Date].

Thank you for your feedback.

[Signature]

This email has been sent to you by Verity Relationship Intelligence on behalf of [Company Name].  We take data privacy matters very seriously. Our Privacy Policyexplains how we use personal data in connection with The Relationship Rating. If you would prefer not to participate please click here.

Fourth request to participate email

Subject line: Your Feedback is Important to [Company Name]– Survey Closing Soon

Hello [Name],

Your perspective is important to us. Our survey, The Relationship Rating (TRR), is an important way of gathering feedback across all our client relationships.

I would appreciate if you could let us know how you feel about [Company Name] by following the link below to share your feedback.

Click here to take the survey

The survey will be open until [End Date].

Thank you,

[Signature]

This email has been sent to you by Verity Relationship Intelligence on behalf of [Company Name].  We take data privacy matters very seriously. Our Privacy Policyexplains how we use personal data in connection with The Relationship Rating. If you would prefer not to participate please click here.

Email Structure

  • The body of the email - See the email text above

  • Signatory - This is determined at the Account Update stage. If there is a new signatory you would like to add, please contact our team. The message should include the signatory’s full name, job title, email and signature. We recommend that signatories be the most senior person in your company, who your clients are most familiar with. This is typically the CEO or Head of Client Services.