Email templates

🗃️ Creating and Managing Email Templates

In Rally, you can now save, share, and re-use email templates across your workspace!

  • To access, click into Settings → Email Templates
  • To create a new template:
    • Click Add Template
    • Select the Email Type - Study Screener, Interview Scheduler, Interview Confirmation, Interview Reminder, or All
    • Select the Email Style - Branded or Unbranded (i.e. Plain Text)
    • Input a Subject and Body
    • Decide if you want to include an Unsubscribe Link
      • Note: all Branded Emails must include Unsubscribe Links
  • When setting up emails within a study, you can select & save new templates directly from there as well