Creating Email Templates

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With email templates, you can create an Classic or Flex event, Inquisium, or session email once, then, with just a few clicks, drop it into any event or survey.
 
NOTE: This feature is not currently available in new surveys.
 
1 Access your account templates. Begin by clicking Admin in the top right. Hover over Libraries and, under Templates, click Email Templates.

2 Set up your template. Click Create Email Template. Name the template for your reference. Use the Type dropdown to choose whether this email is for registrants, their guests, or Inquisium respondents. This selection determines the data tag options you'll have later on.

Add a subject line. Personalize it by clicking the data tag next to the Subject field and inserting data tags for your event or survey.
 
User-added image

Some recipients may be unable to view HTML emails and will, by default, receive a plain text version, stripped of formatting. Choose whether the email format will send both HTML and plain text, or plain text only.
 
User-added image
 
Click Next.

3 Design your email. If you chose "HTML and Plain Text," use the HTML Email to write, format, and add images and data tags. Once you're done, scroll down to the Plain Text section, and click Copy from HTML Text to copy the text into the plain text version. Recipients who are unable to view HTML will receive this version by default so be sure to add content.

If you chose the "Plain Text" format, draft your email but remember, you can only add text, data tags, and logic tags for your event.

Click Finish.
Now you're ready to use this email template in your next event or Inquisium survey.

 

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