Email Templates

The Email Templates section allows you to view and modify predefined email templates used for sending various types of survey-related emails.

The types of predefined templates available in the system are shown in the screenshot below.

Before discussing how to edit a predefined email template, let's first review the various components of the Email Template window:

Template Type: A dropdown that displays a list of predefined email templates available in the system.
Description: A non-editable textbox that describes where the selected template is used.
Subject: A textbox that allows you to enter or modify the subject line of the email.
Email Text Editor (Body): An editable text area where you can enter or modify the body content of the email.
Toolbar: A ribbon that provides formatting options for the content in the email editor.
Cancel, Preview, and Save Buttons: Options to cancel changes, preview the email template, or save the updated version.

Refer the table below for more details on the formatting options:


Toolbar Icons	Description
	Text Format: Allows you to select the font style for the text.
	Font Size: Allows you to change the text size.
	Font Color: Allows you to change the text color.
	Allows you to make the text Bold.
	Allows you to make the text *Italics* .
	Allows you to make the text Underlined .
	Ordered List: Allows you to insert ordered list.
	Unordered List: Allows you to insert unordered list.
	Subscript: Allows you to insert the subscript.
	Superscript: Allows you to insert the superscript.
	Outdent: Allows you to align text to the Left.
	Indent: Allows you to align text to the Right.
	Justify Left: Allows you to align text to the left justified.
	Justify Center: Allows you to align text to the center.
	Justify Right: Allows you to align text to the right justified.
	Strike Through: Allows you to strike the text.
	Add Link: Allows you to insert a link to surveys or other references in a mail. Refer section Adding a Link in the mail for more details on this.
	Remove Link: Allows you to remove the link.
	Cleaner Style: Allows you to remove the text formatting.
	Horizontal Rule: Allows you to insert a line below the text.
	Source: Allows you to view the text in html format.
	Insertions: Allows you to insert in between text. Insertion contains two types: Survey Title: Allows to insert the Survey title. Recipients Email: Allows to insert the Recipients Email.

Editing a Predefined Email Template

To Edit a Predefined email template, follow these steps:

Click the Template Type dropdown to view the list of predefined email templates.
Select the required template, then edit the Subject and Email Body in the text editor as needed.
Click Save to apply and save your changes.

Adding a Link in the Email

To add a link in the email, follow these steps:

Select the Template Type from the Email Template section to which you want to add a link.
Select the text for which you want to add the link.
Click the Add link tool from the toolbar ribbon. A new row below the toolbar opens which provides:
- - A dropdown, which contains options Web Address, Email Address, and Picture URL.
  - A textbox to enter/copy the link. OK button.

Select the required option from the dropdown
Enter/Copy the required link and then click the OK button. This binds the link to the text.
Click the Save button. The changes made in the email are saved and when Submitter clicks the link in a mail sent to him by manager, he/she is prompted to the particular page of a link on the browser.