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