Message Templates save time and ensure consistency in communications. They help to quickly invite, welcome, remind, support, prompt, question, thank, warn, guide or prepare participants for their next activity. Once a Message Template has been created, it can be used again by any Analyst or Moderator to communicate with participants and other Admins.
Message Templates are simple to create, find, preview and use. Each template can have one or more of the following attributes:
Template Name (only visible to Admins)
Study Visibility
Subject
Message
Login Button Label
Signature
Adding a Message Template
Message Templates can be created in a variety of ways:
Site Administration > Settings > Message Templates
Email Broadcast > Save as Template
Use Template
Using Message Templates
Message Templates are not just for email broadcasts. Once templates have been created, they can be posted in a variety of areas:
Discussions (Topics, Replies and Comments)
Add Comment (Summary Stream and Task responses)
Simply click Use Template and choose from the options available. You will be able to preview your message, comment, topic or reply before posting it.
📌 Note:
Note: Some Message Template attributes, such as the Login Button text and Subject line, will not populate in areas that do not use the attributes (Discussions, Comments, etc).
📌 Note:
🗣️: Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].