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=Introduction=
=Introduction=


The email templates are used to quickly send personalized invitations, reminders, confirmations, and registrations emails to your respondents (from the survey participants table). You can also edit the standard basic (or detailed) admin notifications that are sent to the survey administrators.


To access it, go to the '''survey settings''' and click on the '''Email templates''' tab:
<div class="mw-translate-fuzzy">
Les modèles d'emails sont utilisés pour envoyer rapidement des invitations personnalisées, des rappels, des mails d'inscriptions à vos correspondants (depuis le tableau des participants à l'enquête). Vous pouvez également modifier les notifications d'administration standard de base (ou détaillées) envoyées aux administrateurs de l'enquête.
</div>


<div class="mw-translate-fuzzy">
Pour y accéder, allez dans '''paramètres du questionnaire''' et cliquez sur '''modèles d'email''' tab:
</div>


<center>[[File:Location email templates.png]]</center>


<center>[[Fichier:Modèles d'emails.png]]</center


<div class="simplebox">[[File:help.png]] If you have the superadministrator permission (you have access to the [[Global settings|global settings of your LimeSurvey installation]]), you can change the Default HTML editor mode for all your LimeSurvey users. For further details, continue reading [[Global_settings#General|the following wiki subsection]].</div>


<div class="simplebox">[[File:help.png]] If you have the superadministrator permission (you have access to the [[Global settings|global settings of your LimeSurvey installation]]), you can change the Default HTML editor mode for all of your LimeSurvey users. For further details, continue reading [[Global_settings#General|the following wiki subsection]].</div>


{{Alert|title=Attention|text=If you wish to use the popup/inline HTML editor, do not forget to enable the '''HTML format for token emails'''! This is located in the '''Settings menu''' of your survey, under the [[Participant settings]] tab.}}


=Email templates panel=
{{Alert|title=Attention|text=If you want to use the popup/inline HTML editor, do not forget to enable the '''HTML format for token emails'''! This is located in the '''Settings menu''' of your survey, under the [[Participant settings]] tab.}}


The email templates panel looks like this:
=Email Templates Panel=
 
 
<div class="mw-translate-fuzzy">
Pour modifier les modèles d'e-mail, sélectionnez l'entrée correspondante du menu questionnaire
</div>




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As it can be observed in the screenshot, the "HTML source" editor mode is used. To change it, check your [[First_login_-_your_user_preferences#HTML_editor_mode|personal account settings]].  
<div class="mw-translate-fuzzy">
Comme nous pouvons le voir sur la capture d'écran, la "source HTML" le mode éditeur est utilisé. Pour le changer, vérifiez votre [[First_login_-_your_user_preferences#HTML_editor_mode|paramétrage du compte personnel]].
</div>




{{Note|To easily edit the text fields, access your account settings and choose the ''inline HTML editor mode''.}}  
<div class="mw-translate-fuzzy">
{{Note|Pour facilement modifier les champis du text, accédez à vos paramètres de compte et choisissez ''inline HTML editor mode''.}}
</div>




As you can observe, five types of emails can be send to the users or admin(s):
<div class="mw-translate-fuzzy">
Comme vous pouvez le voir, 5 types d'emails peuvent être envoyé aux utilisateurs et administrateur(s) :
*[[Email templates#Invitation|Invitation]]
*[[Email templates#Invitation|Invitation]]
*[[Email templates#Reminder|Reminder]]
*[[Email templates#Rappel|Rappel]]
*[[Email templates#Confirmation|Confirmation]]
*[[Email templates#Confirmation|Confirmation]]
*[[Email templates#Registration|Registration]]
*[[Email templates#Enregistrement|Enregistrement]]
*[[Email templates#Basic & detailed admin notifications|Basic & detailed admin notifications]]
*[[Email templates#Notification d'administrateur basiques & detailées|Notification d'administrateur basiques & detailées]]
</div>




==Invitation==
==Invitation==


The invitation system is useful when you wish to send emails in bulk to all the respondents from your [[Survey participants#Send email invitation|survey participants table]] who have not yet received an invitation to complete your survey.


From the email templates panel, you can edit the message that reaches out those survey participants. To check which email placeholders can be used, continue reading the following [[Email templates#Email placeholders|wiki subsection]]. You can also use the [[Expression Manager]] to enhance the customization of your invitation email template.
<div class="mw-translate-fuzzy">
Le système d'invitation est utile quand vous souhaitez envoyer des mails en vrac à tous les répondants de votre [[Survey participants#Send email invitation|Table des participants au questionnaire]] qui n'ont pas encore reçu une invitation pour compléter votre questionnaire.
</div>


From the email templates panel, you can edit the message sent to survey participants. To check which email placeholders can be used, continue reading the following [[Email templates#Email placeholders|wiki subsection]]. You can also use the [[ExpressionScript - Presentation|ExpressionScript]] to further customize your invitation email template.


==Reminder==
==Rappel==


The reminder system helps survey administrators remind their [[Survey_participants#Send_email_reminder|respondents from the survey participants table]] to answer to the survey.


You can edit the default format of the reminder email from the email templates panel. To check which email placeholders can be used, continue reading the following [[Email templates#Email placeholders|wiki subsection]]. The [[Expression Manager]] can help you better customize the text body of this email template.
<div class="mw-translate-fuzzy">
Le système de rappel aide les administrateurs à rappeler à leurs [[Survey_participants#Send_email_reminder|participants depuis la table des participants au questionnaire]] à répondre.
</div>


<div class="simplebox">[[File:help.png]] '''Note:''' A reminder will be sent only to those participants where the "Completed" field is turned off (this means the respondent has either not taken or completed the survey) in the [[Survey participants|survey participants table]].</div>
You can edit the default format of the reminder email from the ''Email templates panel''.  To verify which email placeholders can be used, continue reading the following [[Email templates#Email placeholders|wiki subsection]]. The [[ExpressionScript - Presentation|ExpressionScript]] can help you customize the text body of this email template.


<div class="simplebox">[[File:help.png]] '''Note:''' A reminder will be sent only to those participants in the [[Survey participants|survey participants table]] where the "''Completed''" field is turned off. This means the respondent has either not taken or completed the survey.</div>


==Confirmation==
==Confirmation==


If tokens are used and a participant fills out the survey, a confirmation email will be sent to his/her email address. You can deactivate this functionality from the [[Participant settings]] panel.
If tokens are used and a participant fills out the survey, a confirmation email will be sent to his/her email address. You can deactivate this functionality from the [[Participant settings]] panel.


Click on the '''Confirmation''' tab if you wish to edit the email template. Check the [[Email templates#Email placeholders|email placeholders]] to see which ones can be used in this type of email. You may also use the [[Expression Manager]] to enhance your email customization.
Click the '''Confirmation''' tab if you want to edit the email template. Check the [[Email templates#Email placeholders|email placeholders]] to see which ones can be used in this type of email. You may also use the [[ExpressionScript - Presentation|ExpressionScript]] to customize your email.


==Enregistrement==


==Registration==


If the '''closed-access mode''' is enabled (there is a [[Survey participants|survey participants table]], which means that only those participants who have an allocated entry and a unique token code associated to it can complete the respective survey. If you allow participants [[Participant settings|to publicly register to your survey]], a new entry in your survey participants table will be created once the respondent has submitted his or her name and email address. A script that runs in the background will automatically send the respective respondent a '''registration email'''. It contains the URL with the token that needs to be accessed by the newly registered user.
If '''closed-access mode''' is enabled (there is a [[Survey participants|survey participants table]], which means that only those participants who have an allocated entry and a unique token code associated to it can complete the respective survey. If you allow participants [[Participant settings|to publicly register to your survey]], a new entry in your survey participants table will be created once the respondent has submitted his or her name and email address. A script that runs in the background will automatically send the respective respondent a '''registration email'''. It contains the URL with the token that needs to be accessed by the newly registered user.


Click on the '''registration''' tab to edit the format of this email. Don't forget to take a look first at which [[Email templates#Email placeholders|email placeholders]] can be used within the text body. The [[Expression Manager]] can provide further customization to the body text you wish to use.
<div class="mw-translate-fuzzy">
Cliquez sur l'onglet '''enregistrement''' pour éditer le format de cet email. N'oubliez pas de regarder en premier quel [[Email templates#Espace réservé au mail|Espace réservé au mail]] peut être utilisé à l'intérieur du corps du texte. Le [[Gestionnaire d'expression]] peut fournir plusieurs customisations au corps du texte vous souhaitez utiliser.
</div>


<div class="mw-translate-fuzzy">
==Notifications d'administrateur basiques & détaillées==
</div>


==Basic & detailed admin notifications==


To get admin notifications, click on the [[Notifications & data|Data management]] tab and type in an email address in the "Send basic admin notification email to" and another one (or the same) in the "Send detailed admin notification email to" field.
<div class="mw-translate-fuzzy">
Pour atteindre les notifications d'administration, cliquez sur l'onglet de [[Notifications & data|Management des données]] et écrivez-y une adresse email dans le "envoyer un email de notification d'administration de base à" et un autre (ou le même) dans le champs "envoyer un email de notification d'administration détaillé à".
</div>


By default, the only difference between the two is related to the extra placeholder {ANSWERTABLE} that is included in the detailed admin notification email template. This allows the user who receives these kind of emails to also check the submitted answers without being needed to access the LimeSurvey installation.
<div class="mw-translate-fuzzy">
Par défaut, la seule différence entre les deux est liée au surplus d'espace réservé {ANSWERTABLE} qui est inclus dans le modèle détaillé d'email de notification d'administration. Cela permet à l'utilisateur qui reçoit ce type d'email d'aussi vérifier les réponses soumises sans qu'il ai besoin d'accéder à l'installation de LimeSurvey.
</div>


However, by using the [[Expression Manager]] and the [[Email templates#Email placeholders|email placeholders]] you can customize these two email templates however you want.
<div class="mw-translate-fuzzy">
Toutefois, en utilisant le [[gestionnaire d'expression]] et le [[Email templates#espace réservée au mail|espace réservé au mail]] vous pouvez customiser ces deux modèles de mail chaque fois que vous le voulez.
</div>


=Email templates fields=
=Email Templates Fields=


Each email template contains:


*'''The subject of the email:''' The title of the email/batch of emails you want to send;
Chaque modèle de mail contient :


*'''The email body:''' It is a text box that contains the text message you wish to send to the users. It may contain text, images, and [[Email templates#Email placeholders|email placeholders]]. Moreover, the [[Expression Manager]] can be used to further enhance the message you wish to deliver;  
*'''Le sujet du mail:''' Le titre du mail / un lot de mails que vous voulez envoyer;


<div class="simplebox">[[File:help.png]] '''Note:''' You may have observed that another tab is displayed above the tab with the  email templates tab if your survey uses [[General settings|additional languages]]. If you click on another language tab other than the default language one, the email templates will load the corresponding texts in the respective language. Now, access each email template in order to start editing them. Do not forget to click on the '''Save''' button located in the upper-right part of the screen to get all your changes saved.</div>
<div class="mw-translate-fuzzy">
*'''Le corps du mail:''' C'est une zone de texte qui contient le message que vous souhaitez envoyer aux utilisateurs. Il peut contenir du texte, des images et [[Email templates#espace réservé au mail|espace réservé au mail]]. De plus, le [[gestionnaire d'expression]] peut être utilisé pour encore améliorer le message que vous voulez délivrer.
</div>
 
<div class="simplebox">[[File:help.png]] '''Note:''' Another tab is displayed above the tab with the  email templates tab if your survey uses [[General settings|additional languages]]. If you click any language tab other than the default language tab, the email templates will load the corresponding texts in the respective language. Access each email template in order to start editing them. Do not forget to click the '''Save''' button located in the upper-right part of the screen to save your changes.</div>




*'''Email actions:''' Two actions are available:  
*'''Email actions:''' Two actions are available:  
**''Reset this template:'' Once clicked, the HTML code gets reset. No text is deleted;
**''Reset this template:'' Once clicked, the HTML code is reset. No text is deleted;
**''Validate expressions:'' It checks the logic of the email - whether the placeholders are correctly used or not. It is highly recommended to use it before sending a batch of emails. You can see in this way whether the placeholders are correctly defined or not. In the below example, a small typo exists - it is emphasized in the red colour:
**''Validate expressions:'' Checks the logic of the email - whether the placeholders are correctly used or not. We highly recommend using it before sending a batch of emails. This way you can see whether the placeholders are correctly defined or not. In the below example, a small typo exists - it is emphasized in red.




<center>[[File:Validate email - email templates.png]]</center>
<center>[[File:Validate email - email templates.png]]</center>


=Email Placeholders=


*File actions: Different file-related actions can be performed here:
**''Add file:'' Once clicked, the following window will pop up asking you to choose which document from the '''files''' folder you wish to send via email:
<center>[[File:Upload files - email templates.png]]</center>
Attachments can be added at the bottom of the email template editing interface. Please note that email attachments are uploaded on a per survey basis.
You can also upload on the spot a file from the desktop to your LimeSurvey installation by clicking on the '''upload''' button and then selecting the file you wish to attach to the respective email template.
Once selected, double click on it and the file will be immediately displayed in the '''Files''' table, below the '''Add File''' button:
<center>[[File:Files table - email templates.png]]</center>
To have it permanently attached to the respective email template, do not forget to click on '''Save''' button located in the upper-right part of the window.
To decide if an attachment should be sent on an individual basis, it is possible to add a relevance equation to each attachment.
Toutes les fonctions prises en charge par le [[Expression Manager|Expression Manager]] peuventt être utilisées, ainsi que le jeton d'attributs si le questionnaire utilise des jetons.
Dans le cas d'un modèle notification ou confirmation, il est également possible d'utiliser [[Expression Gestionnaire de#l'Accès à des Variables|question codes]] dans le questionnaire.
If you wish to delete a file, click on the red trash button located under the '''Action''' column and save the changes.
{{Alert|title=Attention|text=
* When a '''file can not be found''' on the file system, the email will be '''sent without attachment'''.
* '''Exporting/importing''' a survey does not export/import the attached uploaded files. However, the settings for attachments will be maintained, as well as the relevance equations.}}
=Email placeholders=


{{Alert|title=Attention|text=Please note that some email placeholders can be used only within certain email templates! Read below for further details.}}
{{Alert|title=Attention|text=Please note that some email placeholders can be used only within certain email templates! Read below for further details.}}


As you can see in the default email templates, different email placeholders are used either in the body and/or the subject of the email. Their role is to connect the email you wish to send to each respondent entry from your [[Survey participants|survey participants list]]. The data from the survey participants table (e.g., email, first name, last name, token, etc.) is automatically taken and put into different unique emails before being sent to each respondent from your survey participants list.
In the default email templates, different email placeholders are used either in the body and/or the subject of the email. Their role is to connect the email you want to send to each participant in your [[Survey participants|survey participants list]]. The data from the survey participants table (e.g., email, first name, last name, token, etc.) is automatically taken and put into different unique emails before being sent to each participant from your survey participants list.


You can find below the email placeholders that are allowed to be used within the body message of your invitation and  reminder [[Email templates|email templates]]. When sending out the emails, these email placeholders will be already replaced in the preview of your invitation/reminder email with data from your survey and [[Survey participants|survey participants table]].
Below are the email placeholders that can be used within the body message of your invitation and  reminder [[Email templates|email templates]]. When sending out the emails, these email placeholders will be replaced in the preview of your invitation/reminder email with data from your survey and [[Survey participants|survey participants table]].


{|
{|class="wikitable"
|{ADMINEMAIL}||Email of the Survey admin
|{ADMINEMAIL}||Email of the Survey admin
|-
|-
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|}
|}


The following placeholders are allowed in invitation/reminder email templates (subject '''and/or''' body fields) and they will be replaced while sending out the emails:
The following placeholders are allowed in invitation/reminder email templates (subject '''and/or''' body fields) and they will be replaced when sending out the emails:


{|
{|class="wikitable"
|{EMAIL}||Email of the recipient
|{EMAIL}||Email of the recipient
|-
|-
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|{LASTNAME}||Last Name
|{LASTNAME}||Last Name
|-
|-
|{SURVEYURL}||The URL pointing to the survey start - if you are sending HTML emails, a full URL will be displayed to the survey participant
|{SURVEYURL}||The URL to start the survey - if you are sending HTML emails, a full URL will be displayed to the survey participant
|-
|@@SURVEYURL@@||The URL to start the survey - this is the barebone link. Use this if you want to integrate the link in your custom HTML elements somewhere (available in v1.90 and later)
|-
|-
|@@SURVEYURL@@||The URL pointing to the survey start - this is the barebone link. Use this if you want to integrate the link in your custom HTML elements somewhere (available in v1.90 and later)
|{OPTOUTURL}||The URL to deactivate sending of emails for the respective survey - a full link will be displayed in the HTML version of the email template
|-
|-
|{OPTOUTURL}||The URL to deactivate sending of email for the respective survey - a full link will be displayed in the HTML version of the email template
|{OPTINURL}||If a user is blacklisted and wants to participate in the respective survey, they have to click the opt-in URL to receive survey invitations/reminders again.
|-
|-
|{OPTINURL}||If a user is blacklisted and he wants to participate in the respective survey, he has to click on the opt-in URL to receive again survey invitations/reminders.
|{GLOBALOPTOUTURL}||The URL for a respondent to opt-out of central participant list for this site - a full link will be displayed in the HTML version of the email template
|-
|-
|{TOKEN}||The token to access the survey
|{TOKEN}||The token to access the survey
|-
|{USESLEFT}|| The number of uses left for the token
|-
|{VALIDFROM}|| The date the token is valid from
|-
|{VALIDUNTIL}|| The date the token is valid until
|-
|-
|{ATTRIBUTE_1}||Attribute 1
|{ATTRIBUTE_1}||Attribute 1
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If your survey is '''not''' anonymous, the email placeholders can be used in order to add specific entry/participant data into the [[text elements|Survey text elements]] panel (e.g., survey description, welcome message, end message).
If your survey is '''not''' anonymous, the email placeholders can be used in order to add specific entry/participant data into the [[text elements|Survey text elements]] panel (e.g., survey description, welcome message, end message).


{|
{|class="wikitable"
|{TOKEN:EMAIL}||It displays the email of the respondent from the survey participants table
|{TOKEN:EMAIL}||Displays the email of the participant from the survey participants table
|-
|-
|{TOKEN:FIRSTNAME}||It displays the first name of the respondent from the survey participants table
|{TOKEN:FIRSTNAME}||Displays the first name of the participant from the survey participants table
|-
|-
|{TOKEN:LASTNAME}||It displays the last name of the respondent from the survey participants table
|{TOKEN:LASTNAME}||Displays the last name of the participant from the survey participants table
|-
|-
|{TOKEN}||It displays the token code of the respondent from the survey participants table
|{TOKEN}||Displays the token code of the participant from the survey participants table
|-
|-
|{TOKEN:ATTRIBUTE_1}||It displays "Attribute 1" of the respondent from the survey participants table  
|{TOKEN:ATTRIBUTE_1}||Displays "Attribute 1" of the participant from the survey participants table  
|-
|-
|{TOKEN:ATTRIBUTE_2}||It displays "Attribute 2" of the respondent from the survey participants table (and so on for more attribute fields)
|{TOKEN:ATTRIBUTE_2}||Displays "Attribute 2" of the participant from the survey participants table (and so on for more attribute fields)
|}
|}


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Certain placeholders can be used only within the the admin notification templates. Please note that one email per response will be sent to the email address of the administrator!  
Certain placeholders can be used only within the the admin notification templates. Please note that one email per response will be sent to the email address of the administrator!  


Some of the placeholders that can be used only in the admin notification panels are mentioned below:
Certains espaces réservés qui peuvent être utilisés uniquement dans le panel de notifications de l'administrateur sont mentionnés ci-dessous :


{|
{|class="wikitable"
|{VIEWRESPONSEURL}||Displays an URL that, once click, redirects you to the respondent's submitted answer.
|{VIEWRESPONSEURL}||Displays an URL that redirects you to the respondent's submitted answer
|-
|-
|{EDITRESPONSEURL}||Displays an URL that, once click, redirects you to a LimeSurvey page from where you can edit the responses submitted by the respective survey participant
|{EDITRESPONSEURL}||Displays an URL that redirects you to a LimeSurvey page from where you can edit the responses submitted by the respective survey participant
|-
|-
|{STATISTICSURL}||Click on this URL in order to access the statistics of the survey
|{STATISTICSURL}||Click this URL to access the statistics of the survey
|-
|-
|{ANSWERTABLE}||If you wish to display the submitted answers of the respondent in the admin notification email, use this email placeholder. In this way, you do not need anymore to access your LimeSurvey installation in order to check the submitted answers of the respective respondent (as the {VIEWRESPONSEURL} placeholder does).
|{ANSWERTABLE}||If you want to display the submitted answers of the participant in the admin notification email, use this email placeholder. This way, you no longer need to access your LimeSurvey installation in order to check the submitted answers of the respective respondent (as the {VIEWRESPONSEURL} placeholder does).
|}
|}


<div class="simplebox">[[File:help.png]] '''Hints:'''
<div class="simplebox">[[File:help.png]] '''Hints:'''
* If your survey is using anonymized responses, then token-related placeholders will not work in the notification email template.
* If your survey is using anonymized responses, then token-related placeholders will not work in the notification email template.
* You can use [[Expression Manager|Expression Manager]] to use expressions for tailoring an email{{NewIn|1.92}}. Please have a look at the [[Expression Manager how-tos|Expression Manager how-tos]] for an example.
* You can use [[ExpressionScript - Presentation|ExpressionScript]] to use expressions for tailoring an email{{NewIn|1.92}}. Please have a look at the [[ExpressionScript How-tos|ExpressionScript how-tos]] for an example.
* Also have a look at the examples on using [[Questions - introduction#Information from survey participants table|Information from survey participants table]].</div>
* Also have a look at the examples on using [[Questions - introduction#Information from survey participants table|Information from survey participants table]].</div>


Line 212: Line 220:




==Participant opt-out==
==Participant Opt-out==


When you use the '''{OPTOUTURL}''' tag in your invitation/reminder email, your participants have the possibility to opt out of this particular survey by just clicking on the related URL in the email - so you don't harass them with reminder emails. A participant that opted out of your survey will have the email status 'OptOut' set in the [[Survey participants|survey participants list]].
When you use the '''{OPTOUTURL}''' tag in your invitation/reminder email, your participants can opt out of this particular survey by clicking the related URL in the email - so you don't send them reminder emails. A participant that opts out of your survey will have the email status 'OptOut' set in the [[Survey participants|survey participants list]].


=Using replacement function=
==Barebone URL==


Some specific keywords can be used within your email templates. For example, certain keywords can be used in order to replaces the token URL address.
URL placeholders have their corresponding Barebone URL. E.g., @@SURVEYURL@@: you can use @@OPTOUTURL@@, @@OPTINURL@@ …


The below example uses a plain link to the survey instead of a long url:
<div class="mw-translate-fuzzy">
=En utilisant la fonction de remplacement.=
</div>


1) First, access the email templates panel and choose ''Invitation''.
<div class="mw-translate-fuzzy">
Quelques mots-clés spécifiques peuvent être utilisés dans vos modèles de mail. Par exemple, certains mots-clés peuvent être utilisés pour remplacer l'adresse URL du jeton.
</div>


2) Write the text you want to appear as link to start the survey.
<div class="mw-translate-fuzzy">
Un bon exemple est l'utilisation d'un lien vers le questionnaire au lieu d'une adresse longue.
</div>


3) Then select that text.
<div class="mw-translate-fuzzy">
==Exemple : créer un lien sympa pour commencer le questionnaire==
# d'abord ouvrez l'éditeur de modèles de courrier et choisir "invitation" dans les onglets du haut
# ensuite tapez le texte que vous voulez voir apparaître en tant que lien pour lancer le questionnaire
# ensuite sélectionnez ce texte [[File:mark_text_to_hyperlink.jpg]]
# ajoutez @@SURVEYURL@@ dans l'espace réservé pour le lien et choisissez "autre" dans le menu déroulant
[[File:add_link_placeholder_choose_other.jpg]]
</div>
 
<div class="mw-translate-fuzzy">
2) Écrivez le texte que vous voulez voir apparaitre comme un lien pour commencer le questionnaire.
</div>
 
3) Ensuite sélectionnez ce texte.


[[File:mark_text_to_hyperlink.jpg]]
[[File:mark_text_to_hyperlink.jpg]]
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[[File:add_link_placeholder_choose_other.jpg]]
[[File:add_link_placeholder_choose_other.jpg]]


Now, when you send out your invitation emails, the link to start the survey will be something shorter and not a long url.
<div class="mw-translate-fuzzy">
Maintenant, si vous envoyez votre e-mail d'invitation, le lien pour lancer le questionnaire sera un lien et non une url.
</div>
 
= Email Attachments =
 
== File Actions ==
 
When clicking '''Add file''' the following window will be displayed asking you to choose the document from the files folder that you want to send via email:
 
 
[[File:Upload_files_-_email_templates.png]]
 
 
Attachments can be added at the bottom of the email template editing interface. Please note that email attachments are uploaded on a per survey basis.
 
You can also upload, on the spot, a file from the desktop to your LimeSurvey installation by clicking the '''upload''' button and then selecting the file you want to attach to the respective email template.
 
Once selected, double click it and the file will be immediately displayed in the '''Files''' table, below the '''Add File''' button:
 
 
[[File:Files_table_-_email_templates.png]]
 
 
To have it permanently attached to the respective email template, do not forget to click the '''Save''' button located in the upper-right part of the window.
 
To determine if an attachment should be sent on an individual basis, it is possible to add a relevance equation to each attachment.
 
All functions supported by the [[ExpressionScript - Presentation|ExpressionScript]] can be used, as well as token attributes if the survey uses tokens.
 
With notification or confirmation templates, it is also possible to use [[ExpressionScript - Presentation#Access_to_Variables|question codes]] used in the survey.
 
If you want to delete a file, click the red trash button located under the Action column and save the changes.
 
{{Alert|title=Attention|text=* When a file can not be found on the file system, the email will be sent without an attachment.
*Exporting/importing a survey does not export/import the attached uploaded files. However, the settings for attachments will be maintained, as well as the relevance equations.}}
 
== Image Attachment ==
 
 
You can attach an image/images if you send HTML emails. To do this, you need to update the URL source of the image by settings its path to your public directory of your LimeSurvey instance.
 
 
<center>[[File:Image-email-embed.png]]</center>
 
 
{{Alert|The source must be relative to your public directory on the server. If you LimeSurvey instance is installed in a subdirectory, the image will not be shown in your HTML editor.}}

Revision as of 18:05, 29 December 2021

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Introduction

Les modèles d'emails sont utilisés pour envoyer rapidement des invitations personnalisées, des rappels, des mails d'inscriptions à vos correspondants (depuis le tableau des participants à l'enquête). Vous pouvez également modifier les notifications d'administration standard de base (ou détaillées) envoyées aux administrateurs de l'enquête.

Pour y accéder, allez dans paramètres du questionnaire et cliquez sur modèles d'email tab:


Fichier:Modèles d'emails.png</center


If you have the superadministrator permission (you have access to the global settings of your LimeSurvey installation), you can change the Default HTML editor mode for all of your LimeSurvey users. For further details, continue reading the following wiki subsection.


  Attention : If you want to use the popup/inline HTML editor, do not forget to enable the HTML format for token emails! This is located in the Settings menu of your survey, under the Participant settings tab.


Email Templates Panel

Pour modifier les modèles d'e-mail, sélectionnez l'entrée correspondante du menu questionnaire



Comme nous pouvons le voir sur la capture d'écran, la "source HTML" le mode éditeur est utilisé. Pour le changer, vérifiez votre paramétrage du compte personnel.


Pour facilement modifier les champis du text, accédez à vos paramètres de compte et choisissez inline HTML editor mode.


Comme vous pouvez le voir, 5 types d'emails peuvent être envoyé aux utilisateurs et administrateur(s) :


Invitation

Le système d'invitation est utile quand vous souhaitez envoyer des mails en vrac à tous les répondants de votre Table des participants au questionnaire qui n'ont pas encore reçu une invitation pour compléter votre questionnaire.

From the email templates panel, you can edit the message sent to survey participants. To check which email placeholders can be used, continue reading the following wiki subsection. You can also use the ExpressionScript to further customize your invitation email template.

Rappel

Le système de rappel aide les administrateurs à rappeler à leurs participants depuis la table des participants au questionnaire à répondre.

You can edit the default format of the reminder email from the Email templates panel. To verify which email placeholders can be used, continue reading the following wiki subsection. The ExpressionScript can help you customize the text body of this email template.

Note: A reminder will be sent only to those participants in the survey participants table where the "Completed" field is turned off. This means the respondent has either not taken or completed the survey.

Confirmation

If tokens are used and a participant fills out the survey, a confirmation email will be sent to his/her email address. You can deactivate this functionality from the Participant settings panel.

Click the Confirmation tab if you want to edit the email template. Check the email placeholders to see which ones can be used in this type of email. You may also use the ExpressionScript to customize your email.

Enregistrement

If closed-access mode is enabled (there is a survey participants table, which means that only those participants who have an allocated entry and a unique token code associated to it can complete the respective survey. If you allow participants to publicly register to your survey, a new entry in your survey participants table will be created once the respondent has submitted his or her name and email address. A script that runs in the background will automatically send the respective respondent a registration email. It contains the URL with the token that needs to be accessed by the newly registered user.

Cliquez sur l'onglet enregistrement pour éditer le format de cet email. N'oubliez pas de regarder en premier quel Espace réservé au mail peut être utilisé à l'intérieur du corps du texte. Le Gestionnaire d'expression peut fournir plusieurs customisations au corps du texte vous souhaitez utiliser.

Notifications d'administrateur basiques & détaillées


Pour atteindre les notifications d'administration, cliquez sur l'onglet de Management des données et écrivez-y une adresse email dans le "envoyer un email de notification d'administration de base à" et un autre (ou le même) dans le champs "envoyer un email de notification d'administration détaillé à".

Par défaut, la seule différence entre les deux est liée au surplus d'espace réservé {ANSWERTABLE} qui est inclus dans le modèle détaillé d'email de notification d'administration. Cela permet à l'utilisateur qui reçoit ce type d'email d'aussi vérifier les réponses soumises sans qu'il ai besoin d'accéder à l'installation de LimeSurvey.

Toutefois, en utilisant le gestionnaire d'expression et le espace réservé au mail vous pouvez customiser ces deux modèles de mail chaque fois que vous le voulez.

Email Templates Fields

Chaque modèle de mail contient :

  • Le sujet du mail: Le titre du mail / un lot de mails que vous voulez envoyer;
  • Le corps du mail: C'est une zone de texte qui contient le message que vous souhaitez envoyer aux utilisateurs. Il peut contenir du texte, des images et espace réservé au mail. De plus, le gestionnaire d'expression peut être utilisé pour encore améliorer le message que vous voulez délivrer.
Note: Another tab is displayed above the tab with the email templates tab if your survey uses additional languages. If you click any language tab other than the default language tab, the email templates will load the corresponding texts in the respective language. Access each email template in order to start editing them. Do not forget to click the Save button located in the upper-right part of the screen to save your changes.


  • Email actions: Two actions are available:
    • Reset this template: Once clicked, the HTML code is reset. No text is deleted;
    • Validate expressions: Checks the logic of the email - whether the placeholders are correctly used or not. We highly recommend using it before sending a batch of emails. This way you can see whether the placeholders are correctly defined or not. In the below example, a small typo exists - it is emphasized in red.


Email Placeholders

  Attention : Please note that some email placeholders can be used only within certain email templates! Read below for further details.


In the default email templates, different email placeholders are used either in the body and/or the subject of the email. Their role is to connect the email you want to send to each participant in your survey participants list. The data from the survey participants table (e.g., email, first name, last name, token, etc.) is automatically taken and put into different unique emails before being sent to each participant from your survey participants list.

Below are the email placeholders that can be used within the body message of your invitation and reminder email templates. When sending out the emails, these email placeholders will be replaced in the preview of your invitation/reminder email with data from your survey and survey participants table.

{ADMINEMAIL} Email of the Survey admin
{ADMINNAME} Name of Survey Admin
{SURVEYNAME} Title of your survey
{SURVEYDESCRIPTION} Description of your survey

The following placeholders are allowed in invitation/reminder email templates (subject and/or body fields) and they will be replaced when sending out the emails:

{EMAIL} Email of the recipient
{FIRSTNAME} First Name
{LASTNAME} Last Name
{SURVEYURL} The URL to start the survey - if you are sending HTML emails, a full URL will be displayed to the survey participant
@@SURVEYURL@@ The URL to start the survey - this is the barebone link. Use this if you want to integrate the link in your custom HTML elements somewhere (available in v1.90 and later)
{OPTOUTURL} The URL to deactivate sending of emails for the respective survey - a full link will be displayed in the HTML version of the email template
{OPTINURL} If a user is blacklisted and wants to participate in the respective survey, they have to click the opt-in URL to receive survey invitations/reminders again.
{GLOBALOPTOUTURL} The URL for a respondent to opt-out of central participant list for this site - a full link will be displayed in the HTML version of the email template
{TOKEN} The token to access the survey
{USESLEFT} The number of uses left for the token
{VALIDFROM} The date the token is valid from
{VALIDUNTIL} The date the token is valid until
{ATTRIBUTE_1} Attribute 1
{ATTRIBUTE_2} Attribute 2 (...and so on for more attribute fields)

If your survey is not anonymous, the email placeholders can be used in order to add specific entry/participant data into the Survey text elements panel (e.g., survey description, welcome message, end message).

{TOKEN:EMAIL} Displays the email of the participant from the survey participants table
{TOKEN:FIRSTNAME} Displays the first name of the participant from the survey participants table
{TOKEN:LASTNAME} Displays the last name of the participant from the survey participants table
{TOKEN} Displays the token code of the participant from the survey participants table
{TOKEN:ATTRIBUTE_1} Displays "Attribute 1" of the participant from the survey participants table
{TOKEN:ATTRIBUTE_2} Displays "Attribute 2" of the participant from the survey participants table (and so on for more attribute fields)
To find out more about attributes, read the following wiki section.

These email placeholders can also be used in the confirmation and admin notification email templates.

Certain placeholders can be used only within the the admin notification templates. Please note that one email per response will be sent to the email address of the administrator!

Certains espaces réservés qui peuvent être utilisés uniquement dans le panel de notifications de l'administrateur sont mentionnés ci-dessous :

{VIEWRESPONSEURL} Displays an URL that redirects you to the respondent's submitted answer
{EDITRESPONSEURL} Displays an URL that redirects you to a LimeSurvey page from where you can edit the responses submitted by the respective survey participant
{STATISTICSURL} Click this URL to access the statistics of the survey
{ANSWERTABLE} If you want to display the submitted answers of the participant in the admin notification email, use this email placeholder. This way, you no longer need to access your LimeSurvey installation in order to check the submitted answers of the respective respondent (as the {VIEWRESPONSEURL} placeholder does).
Hints:
Before sending the emails, we highly recommend the validation of your email templates - click on the validate expressions button located under the email text body.


Participant Opt-out

When you use the {OPTOUTURL} tag in your invitation/reminder email, your participants can opt out of this particular survey by clicking the related URL in the email - so you don't send them reminder emails. A participant that opts out of your survey will have the email status 'OptOut' set in the survey participants list.

Barebone URL

URL placeholders have their corresponding Barebone URL. E.g., @@SURVEYURL@@: you can use @@OPTOUTURL@@, @@OPTINURL@@ …

En utilisant la fonction de remplacement.

Quelques mots-clés spécifiques peuvent être utilisés dans vos modèles de mail. Par exemple, certains mots-clés peuvent être utilisés pour remplacer l'adresse URL du jeton.

Un bon exemple est l'utilisation d'un lien vers le questionnaire au lieu d'une adresse longue.

Exemple : créer un lien sympa pour commencer le questionnaire

  1. d'abord ouvrez l'éditeur de modèles de courrier et choisir "invitation" dans les onglets du haut
  2. ensuite tapez le texte que vous voulez voir apparaître en tant que lien pour lancer le questionnaire
  3. ensuite sélectionnez ce texte
  4. ajoutez @@SURVEYURL@@ dans l'espace réservé pour le lien et choisissez "autre" dans le menu déroulant

2) Écrivez le texte que vous voulez voir apparaitre comme un lien pour commencer le questionnaire.

3) Ensuite sélectionnez ce texte.

4) Add the placeholder for the plain link @@SURVEYURL@@ and choose other from the protocol-select-box.

Maintenant, si vous envoyez votre e-mail d'invitation, le lien pour lancer le questionnaire sera un lien et non une url.

Email Attachments

File Actions

When clicking Add file the following window will be displayed asking you to choose the document from the files folder that you want to send via email:



Attachments can be added at the bottom of the email template editing interface. Please note that email attachments are uploaded on a per survey basis.

You can also upload, on the spot, a file from the desktop to your LimeSurvey installation by clicking the upload button and then selecting the file you want to attach to the respective email template.

Once selected, double click it and the file will be immediately displayed in the Files table, below the Add File button:



To have it permanently attached to the respective email template, do not forget to click the Save button located in the upper-right part of the window.

To determine if an attachment should be sent on an individual basis, it is possible to add a relevance equation to each attachment.

All functions supported by the ExpressionScript can be used, as well as token attributes if the survey uses tokens.

With notification or confirmation templates, it is also possible to use question codes used in the survey.

If you want to delete a file, click the red trash button located under the Action column and save the changes.

  Attention :
  • When a file can not be found on the file system, the email will be sent without an attachment.
  • Exporting/importing a survey does not export/import the attached uploaded files. However, the settings for attachments will be maintained, as well as the relevance equations.


Image Attachment

You can attach an image/images if you send HTML emails. To do this, you need to update the URL source of the image by settings its path to your public directory of your LimeSurvey instance.



  The source must be relative to your public directory on the server. If you LimeSurvey instance is installed in a subdirectory, the image will not be shown in your HTML editor.


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