6. Exchange with your respondents 💬

6. Exchange with your respondents 💬

Messaging and emails


In this video we will look at how you can easily communicate with your program respondents.

The methods to communicate with your program are :

  • Email

  • The mailbox

Emails

The email template is quite suitable for :

  • Generic

  • Communication

  • Follow-up

These messages are identical to all the people to whom it was sent.

Email customisation

It is possible to customise certain components of emails. These modifications are done :

  • In the Email part

  • With the button create a new model

  • Editing the email is done at the level of :

  • The subject

  • The message

  • The selection of the fusion fields

  • The edited email can be viewed before being sent to respondents.

  • Sending emails

  • Sending emails is done in the deposit area and consists of :

  • Selecting the respondent(s)

  • Filter the respondents

  • Choose the message to send

  • Send

Messaging


This is the second way of communicating with respondents. It is more customised and has the principle of :

  • Writing a message

  • Sharing a thread with a respondent

This means is available in the messaging section.

Messaging section

The mailbox section contains :

  • The list of respondents

  • The message writing column

When you send a message to a respondent or a thread between a respondent and a collaborator, they will receive an email:

  • Notifying them that they have received a message

  • Notifying them that they have received a message: Inviting them to connect directly to their personal space

They will be able to consult your message and reply to you in their personal space.

The messaging section is accessible from :

  • The messaging menu on the dashboard

  • A file

In an applicant's folder, the messaging option gives direct access to the person's messaging system.

A question? Need advice?

Do not hesitate to contact us directly via the support interface on the administrator platform!😉


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