Using Email Template Variables
This article will explain how to use email template variables to personalize your emails for each of your ecosystem members.
How to Use Email Template Variables: Step by Step Instructions
1. Log in to your PARTNER CPRM account and open your ecosystem.
2. Click "Email Templates" on the left side of the screen, within the ecosystem navigation menu.
3. In the Email Template Library that opens, click "Add" at the top of the screen.
4. On the page that opens, you can create an email template and add any of the following email template variables. Click a variable to copy it so you can paste it into your template.
- %user: Your username (this can be changed in your account settings).
- %FirstName: The first name of the email respondent.
- %LastName: The last name of the email respondent.
- %OrgName: The full name of the ecosystem member the respondent is associated with.
- %NetworkName: The capture name.
- %pw_reset_url: Allow the respondent to reset their PARTNER Platform password.
- %login_url: Allow the respondent to log into PARTNER automatically.
- %profile_url: Shares the respondent profile for each ecosystem member without requiring them to log in.
- %portal_url: An outdated profile option - No longer actively supported.
Related Articles
Delete an Email Template
This article explains how to delete an email template from your ecosystem. WARNING: This action is irreversible. Do not delete an email template unless you are 100% certain you do not need it in the future. How to Delete an Email Template First, log ...
Create an Email Template
This article will explain how to create an email template for your Ecosystem Email Template Library. Email templates can be used to email your ecosystem members, send them surveys, share profiles and dashboards, and disseminate other information to ...
Edit an Email Template
This article will explain how to edit an email template in your email template library. How to Edit an Email Template: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ecosystem. 2. Click "Email Templates" on the left ...
Best Practices for Creating Effective and Engaging Email Templates
Email communication is a vital tool for engaging with your network, especially when conducting surveys, sharing updates, or inviting members to participate in collaborative activities. Crafting effective and engaging email templates can significantly ...
Send Emails Manually
This lesson shares instructions for manage your data capture email settings before you schedule emails to launch your survey. How to Send Emails Manually 1. Within a capture, click "Emails" in the top right navigation menu 2. Click "Manual" in the ...