Study personalization using your Study Plan

When you define key elements of your study in Ethnio, that information can be automatically shown in emails to participants across the following modules:

1. Pool emails
2. Study invites
3. Scheduling emails
4. Incentive emails

Step 1: Key elements

The first step is to define the information you want to show to participants inside your study plan. This can be almost anything in the study plan, but popular types of study personalization are:

• Study name
• Start date and end date (this will automatically update if you're using rolling dates)
• Interview duration

Keep clicking through the study plan to other sections like Study metadata and Study Plan > Incentives to verify things like Incentive amount or Study lead first name or full name.

Step 2: Pool email template with study personalization

Head to pool > email > templates to add those study personalization to templates you can use to invite participants to future studies.

Step 3: Study invite

Now head to any study and make sure study invite is enabled. Open the study invite and select the template from above

Step 4: Preview

You should now see the study personalization showing up properly from the study you selected. Need to change something?