Scheduling emails & personalization

When you send scheduling emails to participants through Ethnio, you can customize every word, variable, and field in every email. You do this from Scheduling >> Emails.

Check the From and Reply-to in the screenshot below and make sure it's accurate
Keep in mind if another team member is using the same screener, they can have a different From / Reply-to so that you can have multiple researchers/coordinators inviting participants on the same screener

Types of personalization

Here's a quick summary of the types of personalization that go in scheduling emails, and you can see a list of the required links for certain emails here. The quickest way to see them is to head to your study and go to scheduling > emails > add personalization.

Participant and facilitator names
Study personalization
Scheduling personalization
Links

Required Scheduling personalization

[Confirm Link] Takes them to the confirm landing page
[Location] Dynamically creates a Zoom or other integration meeting when participant confirms, or lists your Enter Your Own if not using a meeting integration