Email Templates

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.

Accessing Email Templates

To access Email Templates, complete the following:

1. Click Tools | Email Templates.
   

Creating an Email Template

On the Email Templates home page, complete the following steps:

1. Click New Email Template.
   
   
   
   
2. Alternatively, If updating an existing template, click the linked Title of a questionnaire to edit.
3. 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 - this is internal and will not be shown to the recipient of the email.

   • Greeting - The email salutation. If left blank, the default will be "Hi [Recipient name]".

   • Message - The text populating the form after the template is selected. Required.

   • Signature - The closing of the email.

   • Code - Will auto populate on save.

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.