How to Add Email Templates

How to Add Email Templates

Intro to Email Templates

Email templates are used to introduce your network to PARTNER CPRM and share information and resources, invite them to answer questions using a Data Capture, and follow up to remind them to share their perspective. Templates are customizable with merge tags for the body content and subject line. There are three default types of email templates:
  1. Introduction Emails: Useful for letting your respondents know a survey is coming and why they should participate.
  2. Invite Emails: Used to invite your respondents to answer questions using an embedded link to your Data Capture survey.
  3. Reminder Emails: Use them to follow up with respondents who have not participated after several days. We recommend using 2-3 reminder emails.
We are working on introducing additional types of email templates in the future for more use cases.

How to Add Email Templates

  1. Click “Email Templates” in the Ecosystem Navigation Menu on the left.
  2. Click “Add” at the top left.
  3. On the right, select a Starting Template.
  4. Give the template a name.
  5. Write a template subject line.
  6. Edit the email body text.
  7. Use variables from the left to personalize your emails.
  8. When finished, click “Save.”

Next Article: How to Add Report Templates


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