Templates

Email template: a partner survey with four questions

This is the survey email used in the Shelly Group installer programme: four numbered questions in the body of the email, nothing to click, and a reminder or two. In the June to August waves, 13.6% of installers replied, against 3.3% for the first email alone. The base was an existing partner network, not a cold list.

Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.

of 1,966 installers replied across the first email and the follow ups (June to August waves, data to 9 October 2026)
13.6%
would have replied to the first email alone: 64 of 1,966
3.3%

The text

Placeholders in square brackets are yours to fill. Wording outside the quoted sentences is ours, built from the structure the case study documents. The study publishes the four questions in abridged form, not the full emails. Replace Shelly with your brand.
Email 1, day 0, in the partner's own language
Subject: [short subject in the partner's language]

Hello [first name],

[One sentence: who we are, and why we are asking.]

Four short questions. You can answer in a reply to this email:

1. What kind of projects do you mainly work on?
2. Roughly how many Shelly projects do you complete per month?
3. What is your biggest challenge?
4. What is the one thing Shelly could do to support you better as an installer?

[Team name, not a named person]
Email 2, a follow up around day 7 to 9
Hello [first name],

A short reminder in case my first email got buried. The four questions are below.

[the same four numbered questions]

[Team name]
Email 3, the last touch around day 14 to 18
Hello [first name],

This is the last time we will ask. The four questions are below.

[the same four numbered questions]

[Team name]
One line after the survey is answered
Thank you, this is useful. If you would like to talk it through, there is an optional 30 minute call: [booking link]

Why each line is there

Line by line, with the evidence from the study
Four numbered questions in the bodyNothing to click. 172 of the 210 complete surveys came back in one message.
The partner's own language51% of installers replied in a language other than English.
The questions repeated in every follow upSeven installers asked for the questions again after a reminder dropped them.
Two follow ups76% of replies came only because of a follow up. The only two stop complaints came at touches four and five, so Shelly capped the sequence at two follow ups.
The call offered after the answerNo booking link appears before the survey is answered. 9 of the 17 booked calls came from this line.

What it measured

Reply rate per touch, June to August waves, data to 9 October 2026
First email3.3% (64 of 1,966)
Follow up 15.3% (100 of 1,902)
With all follow ups13.6%, which is 4.2 times the first email alone

The October wave was one week old and showed 2.0%, which is not a rate yet. The study claims engagement only, no sales.

Full numbers and what did not work: Shelly Group case study and the playbook.

When not to use it

  • On a cold list. The base was registered partners, and the study has no data for cold use.
  • When you want to sell. The email asks and does not pitch, which is why the study makes no sales claim.
  • When nobody will read the answers. A person took pricing, support and the big projects.
  • With more than two follow ups to a base you care about.

How to paste it into Sellinger

  1. 1

    Step 1

    Open Flow-Maker

    In the campaign's drawer, open Flow-Maker and add three email steps.

  2. 2

    Step 2

    Paste the text

    Paste each email into the step's instruction box. The box personalizes a pasted message with the lead's data, so read the first sends.

  3. 3

    Step 3

    Set the timing

    Set the waits, about a week before the first follow up, and assign the flow to a segment.

Common questions

Do I need to translate the template myself?
The programme wrote in each partner's language. Paste one version per language, or tell the persona which language to use.
Why a survey and not a pitch?
The aim was to learn who installs, on what projects and what holds them back.
Is 13.6% a benchmark I should expect?
No. It is one programme on an existing partner base. Your audience and your relationship decide your own rate.

Sources and method

Shelly installer programme case study, Sellinger production data, read only, data to 9 October 2026. Text outside the four questions is our wording of the documented structure.

Related: Templates hub, Case study: Shelly installer programme, Playbook: four question partner survey, Use case: partner and installer engagement.

From the blog

See it on your own accounts

Start with a 30 day free trial, no card. Nothing is sent without your approval unless you turn that on.

Unit4ShellyRocket.ChatGetAcceptPeopleForce

Teams that have used Sellinger

Start free trial