Mail Templates can be created and stored ready to be used when deploying surveys or to send messages to survey participants from the project Mission Control. Mail Templates may be used to send survey instructions, distribute survey reminders or send messages to project participants. Mail Templates can be used for different purposes, including customised emails for different projects, for varying participant groups, thank you emails, special communications to survey participants, and more.
- To create a new Mail Template, click on the "+ New Mail Template" button at the top of the page and enter the Mail template details. Mail templates can contain Tokens which automatically replace the token with specifically defined information or links. Standard Tokens are provided for common items like the survey completion button/link, participant name and project name.
- Choose the Copy button in the Mail template list to create a copy of the Mail Template. The copied Mail Template may then be edited.
- To edit a Mail Template, click on the edit button. To edit multiple Mail Templates select the templates in the list view, go to the "Selected" button at the top of the page and make a selection.
- To delete a Mail Template, choose the Delete button.
The Mail Template Window
Use Mail Templates in projects
Mail Templates are available from the participants and satellites menus in the project Mission Control.