Set survey invitation and reminder emails

1. 1

   Open Settings > Notifications > Email templates and find Participant survey emails.

2. 2

   Under When the emails go out, keep the built-in timing or switch on Own timing and set the Days after the survey opened for each email.

   Built-in: when the survey opens, a day later (for windows over 2 days) and a day before it closes.

3. 3

   For each email (invitation, first and second reminder, last chance), switch it on or off and edit the Subject and Body. Use Preview (example) to check it.

4. 4

   Click Save on each email you change.

Below, choose Which emails each visit gets, and add Different wording for a visit or an arm if needed. Placeholders such as {first_name}, {survey_name}, {deadline} and {survey_link} fill in automatically; {calendar_link} lets participants add the survey to their calendar.

• Emails go out in rounds every 15 minutes. One email per visit and step, however many surveys the visit has, and reminders stop once the survey is submitted.
• Each participant gets at most 3 emails and 3 texts in any 24 hours; extra ones wait for the next round. Last-chance emails are exempt.
• Every email is checked again just before sending: the study is live, the participant is active, the survey is still open and their email notifications are on.
• Messages that could not be delivered within 48 hours of their planned time are dropped rather than sent late.

In Email settings > Quiet Hours, set a start and end time and a time zone. Reminders and texts are held during quiet hours and sent afterwards; a participant's own quiet hours and time zone take priority. Emails caused by the participant's own action, consent copies and sign-in links are never held.