Customizing email messages in EPIC
EPIC allows you to save several email templates. These can be used for
sending out access codes, reminding participants who haven't completed their
profiles, sending a Comparison Report or other tasks.
Once stored in the library, the messages can be recalled and inserted into email notes anytime EPIC provides you with an option to insert Custom Email Messages.
Go to Personal Options | Manage Custom Messages and initially you'll see a screen like this.
Once you've saved a template, you'll see it listed like in this example.
If you've selected the HTML email message format, you will also be able to customize your custom email messages using the HTML editor as seen below.
There are also five dynamic fields (system variables) that can be used in custom email messages. In the example above the variable [RESPONDENT NAME] was selected and inserted. To insert the variable, place your cursor where you want the variable inserted. Then select the system variable with your mouse. The variable will now show in your message and be replaced by the appropriate text when you send the message.
To insure that your custom messages are formatted correctly, it is recommended that you create your custom message then assign yourself an access code to verify the layout. The code can be unassigned and the credits returned to your account using the Unassign Access Codes/Reclaim Credits function.
Buy more EPIC credits from www.DiSCProfile.com.