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Email templates
Save an email as a template for future invitations and reminders. You can set the template as the default invitation or edit an existing template before you distribute an activity. -
Edit the email body
Write and format the distribution email. -
Insert variables in your distribution email
Variables are useful for mail merges. They help you create and send emails more efficiently, and they prevent errors caused by manual entry. -
Insert the ActivityLink pipe as a URL with text
To add the [%ActivityLink%] pipe as a link hidden behind some text, you can use Activity Link with Text from the Insert Variable menu or follow the steps below. -
Append member IDs or profile variables to the ActivityLink pipe
In a distribution email, you can append profile variables to an activity link. Use this workflow to pass member information to a hidden question or to an external application or resource. -
Append answer values to the ActivityLink pipe
Pass information into your activity by editing the activity link variable in the body of the invitation. -
Create or edit a member filter
Invite members who meet certain criteria to complete an activity. -
The Total Eligible Recipients count
The Total Eligible Recipients count applies the following system filters on top of the member filter conditions you specified. -
Upload recipients
Distribute an activity to ad hoc participants. -
Manually invite recipients
Enter a list of up to 20 comma-separated emails to distribute activities to ad-hoc recipients without needing to upload a CSV. -
Add one or more member groups to an invitation
Using a single invitation, you can invite up to 50 member groups to participate in an activity by selecting existing member filters. -
Duplicate an invitation or a reminder
Create a duplicate of an invitation or a reminder, and use it as the basis for a new distribution email. -
Send a test email
See what your distribution email looks like before you send it. -
Send a distribution email now
Send an invitation or reminder to recipients. -
View participation and message deliverability statistics
Participation and message deliverability statistics are available for every email sent as part of an activity. -
Open rate tracking
Open rate tracking is no longer available for emails and newsletters because of concerns about email deliverability and its reliability as a metric. -
Delete an unsent message
You can delete unsent invitations and reminders from your activities. -
Recipient size limits and soft launches
Use Set recipient size limit to perform a soft launch.