You’ve worked hard to build up a panel of engaged participants, and care about how you communicate with them. Email templates will help you do just that!
Email template sets are templates for all automated emails for a given project type (eg 1-on-1 interview) and format (eg online). This set can be used by all teammates over and over again, removing the burden of copy and pasting custom email content for each project. They allow you to set your tone and voice through your project.
Once a template set is created, you and your team can utilize this again and again, saving time and ensuring participants receive emails that sound like you. After an email template set is applied to your project, these custom emails will be sent as automatically triggered emails. You can also update the look and feel of your emails by creating an email theme, and setting a sender profile so participants better recognize your emails.
If you’ve already created an email template set, applying the set when building your project helps ensure all emails observe your applied set.
If you haven’t created an email template set, you can create and then apply that set to a launched project. Please note: if emails have already been sent before you’ve applied the set, those emails will not include your custom copy.
Updating an email template set in team settings will make changes to the template for current and future use. Updates made to email templates at the team level will not override template edits on the project level.
Updating an email template set on a project will make changes to the template on this project only. This is a great option if you want to make a change to a template based on factors about the project, but don’t want to save those changes for future use. To make edits to a template to use later, go to “Email template” in team settings.
To filter by interview type of study type, select from the options in the dropdown. Any matched email template sets will show below!
Team admins have the ability to set default email templates for this research team.
To set this default template:
If your team has admin permissions set up, non-admins will be able to view, but not edit or create, email template sets. Non-admins will see “view” instead of “edit” for email templates. They will be able to view and apply any admin created email template sets to projects. Admins will also be able to set default email templates for different study types.
Can my teammates apply my email template sets to their projects?
Yes. All teammates can view and apply email template sets.
Can I edit email template sets a teammate created?
All teammates, except non-admins, can edit email templates created by other teammates.
If I edit a template on a project, will it save on a team level?
No. Templates edited and saved on a project will only save to that project.
Can non-admin teammates create email template sets?
No. Non-admins will only be able to view and apply email template sets, but cannot create or edit sets. Most teams do not have admin/non-admin permissions set, so for most teams, everyone is an admin.
If I add or edit an email template, will the email be sent to participants who have already received it?
No. We will only apply the email template set to future project emails.
If I don’t have an email template set applied to my project, what will be sent to participants?
Our UI default copy will send if you don’t have an email template set applied to your project. You can edit and test that copy on the “Automated emails” section of your project.
Can I apply an email template with a different study type or format?
No. Sets are for a specific study type and format, and can only be applied to projects of the same format.
Can I update an email template set’s study type or format?
No. The study type or format cannot be updated. To make a version for a different study or format, you’ll need to create a new email template set.
Are email template sets available for Free Forever plans?
No. Email template sets are only available on essential, premium, and enterprise Hub subscriptions.