The Customizing Email Content page allows you to edit the messages sent to participants throughout your project.
All emails are created using a visual (WYSIWYG) editor, making it easy to format content and insert dynamic data.
Using the Email Editor
Email content is edited using a WYSIWYG (What You See Is What You Get) editor.
This allows you to:
- Write and format text
- Adjust layout and structure
- Apply basic styling (e.g., bold, lists, spacing)
- Preview how the email will appear to participants
The editor works similarly to standard document or email tools.
Using Dynamic Elements
Dynamic elements allow you to automatically insert project-specific information into your emails.
These elements are replaced with real data when the email is sent.
For example, dynamic elements can include:
- Participant name
- Subject name
- Project name
- Project title
This allows you to personalize emails without editing each one individually.
Why Dynamic Elements Matter
Using dynamic elements helps:
- Personalize communication for each participant
- Ensure accuracy of information
- Email template reusability
- Save time when managing large projects
Writing Effective Email Content
When customizing your emails:
- Keep messages clear and concise
- Explain what the participant needs to do
- Include any relevant deadlines
- Use a professional and neutral tone
- Ensure instructions are easy to follow
Reviewing Your Emails
Before activating your emails:
- Check that all dynamic elements are correctly placed
- Review wording for clarity and accuracy
- Ensure formatting is clean and readable
- Preview the email to confirm how it will appear
Tips for Customizing Emails
- Use dynamic elements instead of manually entering participant details
- Keep formatting simple for readability
- Avoid overly long or complex messages
- Test your emails before sending them to participants
Important Considerations
- Missing required dynamic elements (such as access links) may prevent participants from responding
- Changes to email content should be completed before activation
- Always review your emails in full before scheduling
Related Pages
- Automatic Emails
- Sending Invitations
- Sending Reminders
- Monitoring Email Performance
