Help & Support

Can I customize emails for private projects?

Customization capabilities for private project email notifications.

written by
Melanie
Last updated:
September 30, 2019

Throughout your project setup, you'll be prompted to add in your own text to help personalize your invitation and confirmation emails. If you're interested in adding some style to your emails, keep the following in mind.

Styling

For security and deliverability reasons, we are unable to support many tags in any of our emails, including (but not limited to) <script>, <img>.

Invitation Template

Basic HTML styling tags will work in the invitation email template. More sophisticated HTML elements and javascript will not work for security reasons.

Confirmation Email Template

Rich text and CSS styling is not an option at the moment in your confirmation email template. We also do not offer the ability to add variables as this should be basic text.

Variables

Invitation Template

You can add a number of variables (otherwise known as placeholders or tokens) to your email copy, such as:

  • {{ sign_up_button }} - This is required to give participants a link to sign up for your study. You can move it wherever you like!
  • {{ incentive }} - "$40.00 via Amazon.com Gift Card*"
  • {{ participant_first_name }} - e.g. "John"
  • {{ participant_last_name }} - e.g. "Doe"
  • {{ project_title }} - "Video Streaming (Music) Study"
  • {{ session_length }} - "30 minutes"

Approval Email Template

You must include the following variables in the email body
  • {{ project_description }} - "This is a project with the name BYOA Project"
  • {{ project_title }} - "BYOA Project [TITLE]"
  • {{ sign_up_button }} - "Pick a time slot"
You may optionally include any of the following variables in the email body
  • {{ incentive }} - "$100.00 via Amazon.com Gift Card*"
  • {{ participant_first_name }} - e.g. "John"
  • {{ participant_last_name }} - e.g. "Doe"
  • {{ session_format }} - "1-on-1 Interview"
  • {{ session_length }} - "1 hour"

Session Confirmation Email Template

You must include the following variables in the email body
  • {{ incentive }} - "$100.00 via Amazon.com Gift Card*"
  • {{ project_title }} - "BYOA Project [TITLE]"
  • {{ session_date }} - e.g. "12/07/2018 09:00 AM - 09:30 AM EST"
  • {{ session_format }} - "1-on-1 Interview"
You may optionally include any of the following variables in the email body
  • {{ contact_button }} - "Message the Researcher"
  • {{ participant_first_name }} - e.g. "John"
  • {{ participant_last_name }} - e.g. "Doe"
  • {{ project_description }} - "This is a project with the name BY

Session Reminder Email Template

You must include the following variables in the email body
  • {{ incentive }} - "$100.00 via Amazon.com Gift Card*"
  • {{ project_title }} - "BYOA Project [TITLE]"
  • {{ session_date }} - e.g. "12/07/2018 09:00 AM - 09:30 AM EST"
  • {{ session_format }} - "1-on-1 Interview"
You may optionally include any of the following variables in the email body
  • {{ contact_button }} - "Message the Researcher"
  • {{ participant_first_name }} - e.g. "John"
  • {{ participant_last_name }} - e.g. "Doe"
  • {{ project_description }} - "This is a project with the name BY

Incentive Payment Email Template

You must include the following variables in the email body
  • {{ incentive_details }} - "$100.00, Code: ZZZ-AAA-555"
You may optionally include any of the following variables in the email body
  • {{ participant_first_name }} - e.g. "John"
  • {{ participant_last_name }} - e.g. "Doe"
  • {{ project_title }} - "BYOA Project [TITLE]"

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