You asked, and we listened! We've been working on an exciting and highly requested feature - allowing you to add and prepare custom study message templates within studies to send specific, repeatable messages out, like nudges.
Benefits & Uses
Prepare custom messages in advance for core communications to:
Quickly & easily send key custom messages to participants without repeat work
Create & save custom reminders for invitations, nudges, consent, incentives, etc.
Use consistent language & messaging across email batches
Promote seamless collaboration with other study owners / teammates
Encourage self-serve research with best practices & approved language
How It Works
Add messages in the email step of study setup or study templates.
Configure custom study messages from existing templates or from scratch.
Select custom messages in the compose email menu to send to participants.
Use pre-set messages to improve engagement & hit participation goals faster!
Add Custom Study Message Templates
In the Email step of the study builder, select + Add message.
💡 Add custom messages in study templates to promote best practices!
Configure the custom message.
Internal name: Give the message a clear, descriptive name to show in the compose email menu (ex: Screener Invite Reminder, Scheduler Reminder, Custom Consent, etc.)
Select template: Optional tip - select from an existing email template to use.
We recommend selecting an email template to start off with approved language and ensure the relevant invitation or activity link is included.
Subject: Add the email subject.
Layout: Choose between a Plain Text or Branded layout.
Body: Draft or edit the message body to customize it for your use case.
Add Personalization Tokens to auto-include relevant study information, such as Study Name or Incentive Amount, and customize formatting.
Include unsubscribe link: Recommended! Required for branded emails.
Save as new template: Optionally, save as an email template for later reuse.
Save to study: Save your changes to apply and close the email editor.
Finish building or editing the study and save your changes or publish.
Send Custom Study Messages
Custom messages must be set up in a study before sending them to participants.
Once participants are added to a study, you can start sending custom messages.
From any participant page, select participant(s) to contact.
Select the Compose email button and select a custom study message to send.
Carefully configure the email: Slow down! No need to rush.
In the email composer, make any necessary edits to the email, ensuring it contains all relevant information and instructions. Select the email sender address to send from, optionally add emails to cc or bcc on all sent, and update the subject or body as needed.
Continue through through each step to review the content and ensure everything looks correct and complete before sending.
Tip: Ensure the email includes the necessary activity links before sending!
Send them out!
Edit or Delete Custom Study Messages
Edit or delete your custom messages as needed by editing the study.
Open Edit study and navigate to the Emails step.
Select the icons on the right of any custom message to Edit or Delete.
Select the pencil icon to make changes and then Save to study to apply.
Select the trash icon to remove and stop access, and Delete to confirm.
Select Update study in the top right to confirm and apply your changes.