Our system offers a variety of email types that can be set up and customized to meet your needs. By default, a standard email template is used. If you’d like to create a new email template, follow these steps:
- Go to New Email
- Select the Panel and Email Type, then provide a brief description for the email
- Choose whether to activate the new email template
- Once you’ve completed these steps, click Submit
Important:
Each email type can only have one active template at a time. For example, if you already have an active template for "Account Activation" and create a new one, selecting "Active" for the new email will automatically replace the existing active version.
After creating the email, you can further customize it by editing the subject line and modifying the email template using HTML.
To personalize your email template with panelist-specific information, use template tags. These tags allow you to dynamically insert panelist metadata into your emails, ensuring that each message feels personalized and relevant to the individual recipient.
Note: Variable [[password]] - For security purposes, the system salts passwords (adding an extra layer of protection to keep user passwords safe), so the original password is never stored or resent. The [[password]] variable is used only in newsletters and generates a new password for the panelist at the time the email is sent.