Setting up Email Templates

Progeny Web Client
  1. Login to Progeny Web.
  2. Navigate to the Invites module.
  3. Click Email Templates.
  4. In the email template management window, you can create or modify email templates. Once the email template(s) you want to use is created (or if they are already created) you can specify which template to use for the questionnaire (see step 5).
  1. Navigate back to the Invites module and select Edit Questionnaires.
  1. Select the questionnaire you would like to edit.
  2. Select the Email Settings tab, and choose the appropriate formats for the emails you would like to use in the fields labeled
    • Invitation Email
    • Submit Email
    • Unfinished Email
    • Reminder Email
  3. Click Save to save all changes made to the questionnaire.
Updated on January 10, 2020

Was this article helpful?

Related Articles