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