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The Forsta Plus Digital Diaries platform supports customization for the participant invites and invite reminders. This creates a way to easily convey important information to participants early on, avoiding the need to send multiple emails or messages.
1: Create and Edit Custom Invite Templates
To access the Invitation templates, go to Settings > Notifications and navigate to the Invitation tab on the horizontal menu at the top of the page.
To create a new custom Participant Invitation template, navigate to the Participant Invite tab, then select the Duplicate button on the existing Demo Invite Template.
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A dialog pop-up will display, allowing you to set the name of the new, duplicate template. Once you have input the desired name for the template, click Duplicate to create it.
Note: Templates in the same project must have unique names.
Once the new template has been created, click Edit (the pencil icon) to open the template editor page, where you can customize your template.
The template editor page contains the following components:
1. Edit Title: Change the name of your template.
2. Language by Segments: Make customizations to any of the languages set for the segments in the project. The standard Forsta templates have already been translated and you can make any additional changes as desired.
Tip: Save edits before switching to a different language.
Note: Changes made to the English version of the template do not transfer to the other language versions.
3. Subject line: Customize the subject line of the email notification. The default subject automatically pipes the name of the study variable. You can use up to 256 characters for this field.
4. Email message body: Customize the body of the participant invitation email message, including text and variables. When you click in the message body, the text formatting bar will display, allowing you to format the plain text and the variables.
Variables can be moved around in the templates by dragging and dropping, as well as copy and pasting. Their appearance can also be formatted.
Optional variables (highlighted in blue) can be removed from the template.
Mandatory variables (in gray) cannot be removed, as they display important project information.
5. Add Variables: Add other optional variables, to display additional project information.
6. Preview: Open a preview of the template you are customizing to verify its appearance before saving the changes.
Note: If white label branding is applied for your account, the previews of the templates will take your specific logo and color into consideration.
7. Save and Cancel: Save or discard the changes that you made to the template, as appropriate.
2: Create and Edit Custom Invite Reminder Templates
The Invite Reminder is a message that is sent out when you re-send Invites to participants to already completed the registration. It can be used to remind participants how to access a project if they already have participated in it or if the project is long and it has been a while since they last logged in.
To create a new custom Invite Reminder template, navigate to the Invite Reminder tab, then select the Duplicate button on the existing Demo Invite Reminder Template.
A dialog pop-up will display, allowing you to set the name of the new, duplicate template. Once you have input the desired name for the template, click Duplicate to create it.
Note: Templates in the same project must have unique names.
Once the new template has been created, click Edit (the pencil icon) to open the template editor page, where you can customize the Invite Reminder's subject line and body, add variables, preview and save it. Once you are finished editing, Save your template.