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
andBody
- Decide if you want to include an
Unsubscribe Link
- Note: all Branded Emails must include Unsubscribe Links
- Click
- When setting up emails within a study, you can select & save new templates directly from there as well
Updated 5 months ago