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Benefits
By utilizing email templates, administrators and editors can easily set up reusable messages to select when sending questionnaires.
The value of this is twofold:
- Saves time by automatically populating the message sent to recipients.
- Ensures your organization's communication has a consistent voice, even though the emails are being sent by a variety of people.
Overview
The steps to begin using email templates are as follows:
- Use this documentation to create reusable email messages for questionnaires.
- Have at least one questionnaire set up to send to recipients.
- Select the applicable template when sending an email requesting responses to the questionnaire.
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To access Email Templates, complete the following:
- Click Tools | Email Templates.
Creating an Email Template
On the Email Templates home page, complete the following steps:
- Click New Email Template.
- Alternatively, If updating an existing template, click the linked Title of a questionnaire to edit.
- Complete the following fields:
Title/Subject - This text displays in the drop down for selection when a questionnaire is sent. Required.
Description - An explanation of template content.
Message - The text populating the form after the template is selected. Required.
Greeting - The closing of the email. Required.
Code - Will auto populate on save. Not required.
Where Email Templates Are Used
An email template can be selected when following the steps for sending a questionnaire. For additional information, please see Sending a Questionnaire.