- Survey Email Invite - default invite template for this panel, used when inviting members to participate in a survey
- Congratulations Email - triggered email when a member lands on the Complete Landing Page (survey result page)
- Sorry - triggered email when a member lands on the Terminate or Quota Full Landing Page (survey result page)
- Survey Timed Out - Survey Time out reminder, after 30 minutes of inaction in the survey
- Money Released - triggered email once project is closed in life cycle and complete has been accepted
- Payment Processed Confirmation - Clicking 'mark as paid' in panel Financials or Member Management
These emails can be turned on or off depending on the Panel preferences
You can find the toggles in Panel > Overview, click on the Panel to expand it > Panel Emails and there are checkboxes for all the emails on this list, where if they are not selected, they will not be sent out.
Survey Email Invite:
default invite template for this panel, used when inviting members to participate in a survey
When going into Project > Invite, and selecting the panel - the invitation will be pre-populated with the default found in the translation field "Survey Email Invite". You can overwrite this default at any time (by clicking Load/Save Mail Template) or just typing in new text into the Invitation Body field. The default is there to help save your project Managers some additional time.
Congratulations Email:
triggered email when a member lands on the Complete Landing Page (survey result page)
Sorry Email:
triggered email when a member lands on the Terminate or Quota Full Landing Page (survey result page)
Survey Timed Out Email:
Survey Time out reminder, after 30 minutes of inaction in the survey
Money Released Email:
triggered email once project is closed in life cycle and complete has been accepted
Payment Processed Confirmation Email:
Clicking 'mark as paid' in panel Financials or Member Management