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. 

  1. Check the From and Reply-to in the screenshot below and make sure it's accurate
  2. 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

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