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.
Direct Youtube link (for full screen): https://youtu.be/xB1keDyheEg
Design your email Template and send notifications
- In the CAWI tab choose 'Notify By E-mail'
- Create new templates and set them up (Description of each field at the end of the article)
- 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
- 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|
Choose the notification type:
|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 !