Add or Edit Mail Templates

To add a Mail Template, go to the Mail templates menu and select + New Mail Template from the top menu. To edit a Mail Template, select the Edit button alongside the template. A Mail Template contains a name, description, subject and message as well as tokens to insert in the message.

A Token is a field that will automatically be replaced with an assigned value. Standard Tokens are provided in the mail template and can be selected from the Insert Token button. For example, insert a "Survey Link Button" token and the email received by a participant will contain a nicely styled Survey Button. Tokens are also available for creating greetings like First Name and Last Name or the Project Name.

The presentation style of the message can be formatted using the HTML Editor. Use styles such as headings or paragraph text, bold or italics, bullets and numbering. Bullets may also be indented to create sub bullets. Links to web pages and to email addresses can also be added.

Use Mail Templates in projects

Mail Templates are available from the participants and satellites menus in the project Mission Control.