Invitation and reminder texts can be customized in this last tab before the template can be saved.
Formulate invitation and reminder text
On this last page of the editor, a text for the invitation email and a text for the reminder email can be formulated and defined for each participant type specified. The subject of the email can first be entered in the upper text field.
The actual mail text can be formulated in the text field below. Detailed information on the toolbar of the text field can be found here.
The arrangement of the text fields is identical for the invitation and the reminder.
Depending on the type of survey, invitation and reminder texts can be formulated for different types of participants on this editor page.
You can read here which participant types are used for which type of survey and to what extent they can be processed.
Save created template or changes
The following warning appears at the bottom right of the screen when a template is created or when any adjustments are made to the template:
A warning about unsaved changes is also displayed in the template overview.
To save a new template or all changes made to an existing template, click on the “Save template” button in the “Invitations & Finish” tab at the bottom right of the screen.
The template can only be saved in this last tab of the template editor!