How to create a new email template
To create the email templates used in assessment invitations and reminders:
Go to Settings.
Select Personalization.
Click Email templates.
Click Edit on the template you want to update.
5. Go to Email templates.
6. Click +Create template.
7. Enter a template name.
8. Select the email language.
9. Add an email subject.
10. Click Edit template.
Customize your email template
The editor uses a drag-and-drop interface, so you can easily design your email.
You can:
Change the logo
Add images
Insert buttons
Rearrange or update content blocks
To personalize the email, insert merge tags. For example, to include the recipient’s first name:
Click Merge Tags.
Select Invite.
Choose First Name.
This automatically inserts dynamic text that personalizes the email for each recipient.
Important: Do not delete the “Start the assessment” button and Additional email content. You can delete everything else but that.
When you finish editing the template, click Save changes to apply your updates.
