Edit a confirmation

Before you distribute a recruitment survey, you should review the confirmation message that eligible members receive and edit it if necessary.

• You must be an Admin, or a Power User with the Can access recruitment surveys permission to complete this task.
• Create a recruitment link or Create an invitation. When you do this, the application automatically creates a confirmation email for the community you specified. This is the email you will be editing.

Confirmation emails are essential to the recruitment process. Participants who successfully complete the recruitment survey receive a confirmation email which asks them to click a confirmation link. After this step is complete, the participants become active community members. The confirmation process is also known as a double opt-in.

Note: The appearance of the confirmation page is controlled by the community theme.

Unlike invitations or reminders, you do not have to manually send confirmation messages. The system automatically sends confirmation messages to members who complete the recruitment survey.

Note:

• The From email address is set at the community level. For more information about Community settings, see View or edit community settings.
• All emails contain an email footer which is set at the Community level. For more information about editing the email footer, see Edit the default email footer.

1. Click the App Drawer and select Recruit.
   
   
2. Hover your mouse over the recruitment survey to edit, select Distribute from the Action menu, and then click Confirmations on the left menu.

   The Confirmations area may have more than one confirmation message if you are distributing the same recruitment survey to two or more communities.

3. Click the Subject link to open the email.
4. In the Subject field, type the subject of the confirmation.
5. Optional: Load an email template.
6. Edit the body text.
7. Optional: Append member IDs or profile variables to the ActivityLink pipe.
8. Optional: Insert variables in your distribution email.
   Tip:

   • You can type [%FirstName%] and [%LastName%] if you want to insert recipients' first or last names, respectively. If the first or last name values do not exist, [%FirstName%] and [%LastName%] will be replaced by empty spaces.
   • To insert any profile variable, type [%ProfileVariableName%], where ProfileVariableName is the exact name of the profile variable as it appears in the application. For example: [%country%]
9. Optional: Insert a confirmation link.
   Confirmation links are already in the default text. However, if you delete the default text, you must insert a link to allow participants to confirm their membership easily.
   1. Click Insert Variable, and select Confirmation Link.
   2. Optional: Add link text.

      You can only edit link text in HTML view. On the Message Editor toolbar, click Source. Add <a></a> tags around [%ConfirmationLink%].

      Example

      <a href="[%ConfirmationLink%]">click here</a>

10. Optional: Edit the email footer that appears in all emails sent from the Community.
11. Click Publish.
12. Optional: Send a test email.
13. To return to the Distribution page, click Back.

    On the Distribution > Confirmations page, the email row is updated with information, including:

    • The email's internal Name
    • The Status
    • The Sent email count

Related information

• Recruiting for the first time