Help & Support

How do I create Email Themes?

written by
Brittany Rutherford
Last updated:
July 23, 2021

Email Themes, available on all paid Hub Custom subscriptions, help your team style emails. Create and apply themes so your emails reflect your brand, to look the way you want and your participants expect. Applying an email theme with your custom HTML/CSS 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 apply a sender profile so participants better recognize your emails. Both premium email features are included as part of paid Hub subscriptions!

Who can create and edit a theme?

Admin level researchers on your team can create and make edits to a theme. Currently, most teams are structured so all team members are admins.

Where can I apply a theme?

Email Themes are activated on a project level, and will be the theme for any emails sent from UI to participants. Check out all emails we send in the “Automated emails” section of your 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.

What stylings can I add?

Sky’s the limit!

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


How do I create or edit a theme?

1. Log into your UI account.

2. Click the “My Team” dropdown in the top right corner. Select "Branding".

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

4. Add or edit your HTML or CSS.

5. Select “Save changes”.

If within the "Branding" section of a project, select the hyperlinked "Team Settings" text to add or edit themes.

How do I duplicate or delete a theme?

To duplicate or delete a theme, click the three dots next to "Send test". You can edit a project after duplicating. 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.

How do I test a theme?

When editing a theme, the preview email will update in real time with your stylings. To send yourself a test email:

From Branding section of Team Settings

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

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

From Branding section of a 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?

On an active project

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

2. Under "Email themes" you’ll see all of your team’s themes. Add a theme to the project by selecting a theme.

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

In the builder

1. Navigate to "Invitation emails", then the "Project wide email settings" section.

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

3. To test the theme, select "Send test".

4. Save!

FAQ

Do you support SVG logos?

We do not support SVG images. If you try to add a direct link to an image that is an SVG it will most likely not appear in the email when it goes out. We recommend using a PNG or JPEG image.

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 like <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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