Help & Support

How do I create and edit email themes?

written by
Courtney Webster
Last updated:
July 20, 2022

Email themes, available on all Hub subscriptions, help your team style emails. Applying custom HTML/CSS to your email theme helps your users recognize, trust, and respond to your Research Hub emails, ultimately resulting in a more effective recruit.

You can also keep your tone and voice consistent with personalized messaging by creating email templates, and applying a sender profile so participants better recognize your emails.

How do email themes work?

Email themes are created at a team level but activated on a project level. The selected theme will be consistent for any emails sent from UI to participants. Check out all emails we send in your project's “Automated emails” section of a live project.

Your teammates can apply themes you’ve created to their own projects, helping your team stay consistent with your branding, and saving time across the organization.

You can customize:

  • Font size
  • Font color
  • Button color and styling
  • Margins and spacing
  • Footer message
  • And more!

How do I create or edit a theme?

1. Click the “My Team” dropdown in the top right corner when logged in. Select "Branding".

2. Under the "Email themes" section, select “+ New theme”.

3. Add or edit your HTML or CSS.

4. Select “Save changes”.

How do I test a theme?

When editing a theme, the preview email will update in real-time with your stylings. You can send a test email from your team's branding settings, or from the branding section of a live project.

Sending a test email from a live project

1. Under "Email themes", Select “Send test”.

2. A test email will be sent with the stylings for that theme

How do I add a theme to a project?

Applying an email theme in the project builder

1. As you’re building your project, navigate to "Invitation emails", then scroll to the "Project-wide email settings" section.

2. In the "Email theme" subsection, select a theme from the dropdown.

3. Hit save.

Adding an email theme to a live project 

1. Go to the "Branding" section of your live project.

2. Under "Email themes" you’ll see all of your team’s available themes. Select the theme you want.

3. The active theme will show as “Active”.

For team admins

Setting a default theme for your team

Team admins have the ability to set a default theme for their research team. This theme automatically populates for new projects.

To set a default theme:

1. Navigate to the "My Team" section and choose "Branding”.

2. Under the “Email themes” header, you will see all currently available themes. 

3. Admins can select the default email theme for the team. Once set, this default theme will auto populate for new projects launched by any researcher on the team. 

Note: Researchers can choose to update the email theme for a specific project within the project builder.

FAQ

Are email themes supported on Outlook?

While email themes are supported in Outlook, there are a few limitations. At this time, Outlook does not support the following CSS in Email Themes.

  • ax-width or height
  • border-radius
  • media queries 
  • background 
  • flex 
  • rem 

How do I duplicate or delete a theme?

Click the three dots next to "Send test" to duplicate or delete a theme. You can edit a project after it’s been duplicated. If you delete a theme, current projects will keep that theme unless the theme is removed on the project level. If you accidentally delete a theme, please email projects@userinterviews.com for assistance.

What logo image types do you support?

We support both PNG and JPEG images. At this time, we do not support SVG images. If you try to upload an unsupported image, it will most likely not appear in the email.

Does my logo have to be a publicly accessible image?

The logo you link to must be a publicly accessible image for the image to appear in the email.

What logo variable should I use if I want to put a logo I've uploaded into my email?

If you want to use a logo that was uploaded to UI, make sure you use the logo variable in quotations, for example, <img src="{{team_logo_url}}">.

For more information on how to customize automated emails, check out our Hub project emails support guide.

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