E-Mail Templates

8.1 How to add a new e-mail template
8.2 How to edit an e-mail template
8.3 How to copy an e-mail template
8.4 How to delete an e-mail template
8.5 How to use placeholders

After you signed in successfully, an overview of all existing projects is displayed to you. To access the administration of your e-mail templates, click the orange welcome button in the upper right corner of your browser. A dropdown menu should appear. Click Administration to access the general administration of your account. In the left navigation of the administration, click E-Mail Templates. All existing templates are displayed in a dynamic table that lets you search and sort your templates. You can send e-mails to your participants. Click the grey plus sign in the upper right corner of your browser to add a new e-mail template. With each template a blue pencil and a red trash can are provided for editing and deleting.

With each e-mail template the following settings are available:

Active: Enable this checkbox if you wish to use the template.

Name: A title for your template.

Subject: The subject of this e-mail template.

Message: The content of this e-mail template.

How to add a new e-mail template:

1. In the general administration go to E-Mail Templates.

2. Click the grey plus sign add in the upper right corner of your browser.

3. Fill out the form displayed in the dialogue.

4. Click Save.

How to edit an e-mail template:

1. In the general administration go to E-Mail Templates.

2. Find the template you wish to edit and click the blue pencil edit next to it.

3. Enter your changes in the dialogue's form.

4. Click Save.

How to copy an e-mail template:

1. In the general administration go to E-Mail Templates.

2. Find the template you wish to copy and click the green copy symbol copy .

3. Enter your changes in the dialogue's form.

4. Click Save.

How to delete an e-mail template:

1. In the general administration go to E-Mail Templates.

2. Find the template you wish to delete and click the red trash can delete next to it.

3. Confirm your decision to delete this template by clicking OK.

How to use placeholders:

You can use placeholders in the message of your template that will be replaced by information concerning your participant, project, company or you. This is what a placeholder looks like:

$section:objecttype,field:objectinfo$

A placeholder always starts and ends with a dollar sign. At section you specify the object type of the information you wish to display. At field you specify the information you wish to display. Section and field are divided by a comma.

The following object types are available:

participant	The participant receiving this e-mail.
project	The project to which the participant belongs.
self	Your account.
system	Your company.
applinks	Links to the Google Play Store and to our Webapp.

The following information are available:

Information	Object type	Description
name	participant	The participant's username.
realname	participant	The participant's first and last name.
password	participant	The participant's password.
description	participant	The short description of the participant.
email	participant	The participant's e-mail address.
mobilphone	participant	The participant's mobile phone number.
phone	participant	The participant's phone number.
name	project	The project's name.
number	project	The project's number.
description	project	The short description of the project.
start	project	The project's start date.
end	project	The project's end date.
appinterval	project	The project's interval for notifications.
name	self	Your username.
fullname	self	Your first and last name.
description	self	A short description of you.
email	self	Your e-mail address.
phone	self	Your phone number.
mobilphone	self	Your mobile phone number.
companyname	system	Your company's name.
companystreet	system	Your company's street.
companyzip	system	Your company's postcode.
companycity	system	Your company's city.
companyland	system	Your company's country.
contactfirstname	system	The first name of your company's contact.
contactlastname	system	The last name of your company's contact.
contactemail	system	The e-mail address of your company's contact.
phone	system	The phone number of your company's contact.
mobile	system	The mobile phone number of your company's contact.
google	applinks	Link to the Google Play Store.
webapp	applinks	Link to our Webapp.
all	applinks	Links to the Google Play Store and to the Webapp.