Development
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PulseCheck (Tab) - Done
Email Templates - Done
6 min
html html email templates configure the emails that will be sent to your pulsecheck audience initial email first reminder second reminder initial email configure the content of the initial pulsecheck email from name the name that will appear in the recipient's inbox as the sender of the email this is typically your organization's name email subject the subject line of your email that recipients will see in their inbox keep it clear, engaging, and under 60 characters for best results email preview text the short summary text that appears in the inbox preview after the subject line this gives recipients additional context before opening the email email body (before survey link) the main content that appears at the beginning of your email before the survey button introduce the purpose of your survey and why the recipient's feedback matters insert variable name survey button will appear here email body (after survey link) the content that appears after the survey button include a thank you message and signature keep it brief and appreciative insert variable name reset to default send test save changes to send a test email to yourself, save the template first, then use the "send test" button to send the email email preview from\ to\ john smith \<john smith\@example com>subject\ preview your opinion matters complete in 1 2 minutes take the survey quick & easy brief survey help us improve we value your input share comments tell us your thoughts first reminder configure the content of the first reminder email from name the name that will appear in the recipient's inbox as the sender of the email this is typically your organization's name email subject the subject line of your email that recipients will see in their inbox keep it clear, engaging, and under 60 characters for best results email preview text the short summary text that appears in the inbox preview after the subject line this gives recipients additional context before opening the email email body (before survey link) the main content that appears at the beginning of your email before the survey button introduce the purpose of your survey and why the recipient's feedback matters insert variable name survey button will appear here email body (after survey link) the content that appears after the survey button include a thank you message and signature keep it brief and appreciative insert variable name reset to default send test save changes to send a test email to yourself, save the template first, then use the "send test" button to send the email email preview from\ to\ john smith \<john smith\@example com>subject\ preview your opinion matters complete in 1 2 minutes take the survey quick & easy brief survey help us improve we value your input share comments tell us your thoughts second reminder configure the content of the second reminder email from name the name that will appear in the recipient's inbox as the sender of the email this is typically your organization's name email subject the subject line of your email that recipients will see in their inbox keep it clear, engaging, and under 60 characters for best results email preview text the short summary text that appears in the inbox preview after the subject line this gives recipients additional context before opening the email email body (before survey link) the main content that appears at the beginning of your email before the survey button introduce the purpose of your survey and why the recipient's feedback matters insert variable name survey button will appear here email body (after survey link) the content that appears after the survey button include a thank you message and signature keep it brief and appreciative insert variable name reset to default send test save changes to send a test email to yourself, save the template first, then use the "send test" button to send the email email preview from\ to\ john smith \<john smith\@example com>subject\ preview your opinion matters complete in 1 2 minutes take the survey quick & easy brief survey help us improve we value your input share comments tell us your thoughts javascript live update of preview panes document addeventlistener('domcontentloaded', () => { const fields = document queryselectorall(' form field'); fields foreach((field) => { // save the initial value as the previous valid value field dataset prevvalue = field value; let updatetimer; // when the field gets focus, save its current (valid) value field addeventlistener('focus', () => { field dataset prevvalue = field value; }); // function to update the preview element based on the field value const updatepreview = () => { const targetselector = field getattribute('data preview target'); if (targetselector) { const previewelement = document queryselector(targetselector); if (previewelement) { // for textareas, replace newlines with \<br> tags so that line breaks are preserved if (field tagname tolowercase() === 'textarea') { previewelement innerhtml = field value replace(/\n/g, '\<br>'); } else { previewelement textcontent = field value; } } } }; // update preview in real time as the user types, with a slight delay (debounce) field addeventlistener('input', () => { cleartimeout(updatetimer); updatetimer = settimeout(() => { updatepreview(); }, 200); // 200ms delay }); // when the field loses focus, if it's empty (ignoring whitespace), restore the previous valid value field addeventlistener('blur', () => { if (field value trim() === '') { field value = field dataset prevvalue; updatepreview(); } else { updatepreview(); // save this as the new valid value field dataset prevvalue = field value; } }); // trigger the blur event initially to populate preview elements (with cross browser support) let event; if (typeof(event) === 'function') { event = new event('blur'); } else { event = document createevent('event'); event initevent('blur', true, true); } field dispatchevent(event); }); }); functions "send test" sends a test copy of the email to the email address of the logged in user (using their name as well) instantly on click "reset to default" restores all the fields on the same tab back to the 360pulse defaults values