The Edit Automatic Email page allows you to edit the messages sent to subjects and responders throughout your project.
All emails are created using a visual editor, making it easy to format content and insert dynamic data.
Using the Email Editor
Email content is edited using a visual editor. This allows you to:
- Customize the default text
- Write and format text
- Adjust layout and structure
- Apply basic styling (e.g., bold, lists, spacing)
- Insert links (URLs)
- Insert various dynamic elements
- Preview how the email will appear to subjects and responders
Using Dynamic Elements
The Insert Dynamic Value option allows you to automatically insert project-specific information into your emails. These elements are replaced with actual project data when the email is sent.
For example, dynamic elements can include:
- Start date for responses
- End date for responses
- Project title
- Client name
- Responder name
- Project administrator’s email address
Benefits of Using Dynamic Values
Using dynamic values helps:
- Personalize emails automatically
- Reduce manual editing
- Keep email content accurate and consistent
- Avoid needing to copy information from other project sections
Writing Effective Email Content
When customizing your emails:
- Keep messages clear and concise
- Explain what the subject or responder 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
- Send Test Email to yourself to confirm how the email will appear
Tips for Customizing Emails
- Use dynamic elements instead of manually entering details
- Keep formatting simple for readability
- Avoid overly long or complex messages
- Test your emails before sending them
- Always review your emails in full before scheduling
