How To Design Your CAWI Email Template

Overview

Once you create the email connector you can setup Email templates to be sent to your respondents using fields from your participants list, this guide will describe to how to design your email notification to your customers. 

Design your email Template and send notifications

  1. In the CAWI tab choose 'Notify By E-mail'
  2. Create new templates and set them up (Description of each field at the end of the article)
  3. Action Buttons on the bottom of the email 
    OK/Apply - click one of these options to save the template and close the window
    Preview - Click this button to see a preview of your email notification 
  4. Once you are finished with setting up the template click on 'Notify' - in the following screen you will be able to see the list of participants that you have assigned to send the notification to click on 'Send!' to generate the email. 

Email Template Fields Description

Setting Category Setting Name Description
Notify Only   Subjects that have not started when checked the email notification will be sent to all subjects that were not started
Subjects that already began when checked the email notification will be sent to only those subjects that were started but are not finished yet
Only Subjects that were not notified yet when checked the email notification will be sent to only those subjects that were not notified yet
Template Settings       Notification Template Choose the notification template you would like to send to respondents 
Notification Type

Choose the notification type:
Regular
Reminder
Not Started Reminder

Delete Click to delete the current template
New Click to create a new template
Save As Click to save the current template as another template
Save Click to save the current template
Mail Design             Report To The email address for the contact that will get a summarized information on all emails that were sent out
BCC a contact you would like to send a blind carbon copy of the email notification
From The name that will appear when the email is sent
Subject  The subject of the email
Message The email text message
Subscription Tracking Check this option if you would like to track the subscription email (will require to enable this option in SendGrid platform)
Simple URL Will show the survey link as a simple URL Link
Right To Left Check this option to send the email text Right To Left.
Hide STG Image Check this option if you would like to hide the STG Image from the email sent.
Add 'Link' Field Click this button to add the survey link that was created by the 'Create Respondent Links'
Link Text The text you would like to show in the email notification
Show Fields Pipe customized fields from your Respondents list to be shown in the email. e.g. FirstName, LastName etc. click here to learn more
Show notified Subject List Click this option to see the list of respondents email will be sent to. 
Please Note: To Add/Remove from this list you should navigate to the 'Create Respondents Links' option.

That's It !

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  • What this error means

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