A few quick setup steps make sure the feedback emails your agents send to vendors look the way your agency wants, and that the right people can send feedback in bulk. This article is for admins and anyone who manages templates or privileges in your account.
This article covers how to set your agency's default vendor feedback template, what happens if you don't set one, and how to give users the Bulk send feedback privilege.
❗ Please Note: Sending feedback to the vendor is currently available for UK accounts, and is coming to Australia and New Zealand soon. For how agents send feedback, see - Follow-ups: Sending Feedback to the Vendor.
How Do I Set a Default Vendor Feedback Template?
The default vendor feedback template is the email template Rex uses whenever an agent sends feedback to a vendor. The subject and body are pre-filled from this template, so agents only need to review and send.
- Go to Settings > Tracks, Merges & Brochures.
- Click Email Merges on the left-hand side.
- Find the template you want to use, or create a new one. For help creating a template, see - Merge Templates: Creating and Editing Templates.
- Open the template's Library menu.
- Select Default for vendor feedback.
Please Note: Agents can still edit the email before sending it, so the default template is a starting point, not a locked message.
What Happens If No Default Template Is Set?
If your agency hasn't set its own default, Rex uses its standard feedback template. Agents can still send feedback straight away, so setting your own template is optional. It's worth doing if you want the email to match your agency's tone and branding.
🔒 How Do I Give Users the Bulk Send Feedback Privilege?
The Bulk send feedback privilege lets a user select all the feedback in the Feedback to send stage and send it to every vendor in one go (one email per listing). It is off by default.
Without it, users can still send feedback one row at a time, and can select all the feedback for a single listing when Follow-ups is grouped by Listing.
To turn it on for a privilege set:
- Go to Settings > Users & Security > Privilege Sets.
- Choose the privilege set you want to update.
- Find the Feedback section and tick Bulk send feedback.
- Click Save.
You can also turn it on for one user using Advanced Privileges Mode. For more info, see - Privileges: Advanced Privileges Mode.
🔒 Please Note: Changing privileges can only be done by a Super Admin, or a user with similar privileges.
Which Feedback Permissions Apply?
Follow-ups uses the same Feedback privileges your users already have:
- Create - add new feedback.
- Read - see feedback.
- Update - edit feedback, including approving it for reporting.
- Trash - delete feedback.
- Bulk send feedback - select all feedback across every listing to send in one go.
Users can send feedback added by other agents. When sending feedback for several listings, each entry shows who added it so the sender can check before it goes out.
❓ FAQs
Do I have to set a default vendor feedback template?
No. If you don't set one, Rex uses its standard feedback template.
Why can't my agent select all feedback in Feedback to send?
Selecting all feedback across every listing needs the Bulk send feedback privilege, which is off by default. Turn it on in their privilege set, or ask them to group by Listing and select all within one listing instead.
Can I stop agents sending feedback another agent added?
No. There is no separate restriction for this. Each entry shows who added it, so agents can check before sending.