Rally allows you to create custom, personalized email templates that can be reused throughout your workspace to save you time, improve participation rates, reduce the opportunity for errors or typos, and reduce the chance of being marked as spam. This allows you to include company branding and pre-approved language, and add personalization tokens to automatically populate emails with Participant names and other relevant study details. These templates can be tailored for various purposes, including screeners, confirmations, reminders, scheduling, and incentives.
Here's how you can create a new email template:
Creating custom Email Templates ensures your team's communications are consistent and professional while saving everyone time to increase your research potential.
Create a New Email Template
🚨 Creating Email Templates requires an Ops Manager, Researcher, or Super Admin role type.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Email Templates'.
Select 'Add Template' at the top right to create a new email template.
In the panel that opens, fill out all required details.
Template Name: Enter a name for this template that is descriptive, concise, and easily recognizable for teammates.
Email Type: Select the type of template you want to create. The option selected determines where this template will be available during Study creation or editing. Below is a list of all available Email Types:
All: Available for all email types
Interview Screener
Interview Scheduler
Interview Request Reschedule
Interview Confirmation
Interview Reminder
Signup Confirmation
Incentive
Unmoderated Test Screener
Unmoderated Test
Survey
Set As Default Template: After selecting the Email Type, you can optionally select "Set as default template" to apply this template to new studies.
Layout: Choose between a Plain Text or Branded layout.
We recommend using Branded templates for a more professional outreach that displays your company's logo and brand colors, which improves your Participant experience and increases participation rates.
For a more personal approach, use Plain Text.
Email Subject: Enter the desired subject line for all emails using this template, unless otherwise edited during Study setup.
Where relevant, we suggest including Personalization Tokens within the subject line to include Participant Name or Study Name to enhance engagement.
Email Body: Enter the desired body of the email.
Where relevant, we suggest using Personalization Tokens within the body of the email. Personalization Tokens allow you to incorporate customized data points, such as Participant name or Study name, enhancing engagement and reinforcing your brand perception.
💡 Double-click to edit existing Personalization Tokens.
Email Body Formatting and Customization: Use the toolbar at the bottom of the Email Body field to customize your emails using our many options.
Use text formatting to change the font, size, and color, color highlighted text, add bulleted or numbered lists, and change text alignment.
Add pictures.
Add custom links that can be displayed as links or buttons, edit the Display Text, Link URL with the option to add Hidden Fields, change the Display Color, or even use your Brand color.
Add Personalization Tokens to personalize the message
Insert relevant links, such as your shareable Screener link.
Unsubscribe Link: Optionally, include a link at the bottom of your emails allowing participants to stay unsubscribed. We recommend enabling this feature to help you stay compliant with local spam laws and improve email deliverability.
Select 'Preview Email' to preview how this email will appear to Participants. After previewing, make any adjustments to ensure everything is correct, accurate, and professional.
Select 'Send Test Email To Myself' to further confirm everything appears as expected.
After confirming everything is correct and looks good, select 'Save Email Template' to save this for your entire Workspace.
By creating email templates in Rally, you can streamline your communication processes, save time, and maintain consistent branding and messaging across your workspace.
💡 Learn our best practices to improve spam rate and email deliverability and how Rally protects your email-sending reputation and ensures deliverability with Email Health Thresholds. Set up Custom Domains in Rally to further improve emailing.