Predloge e-pošte
From LimeSurvey Manual
Uvod
E-poštne predloge se uporabljajo za pošiljanje prilagojenih vabil, opomnikov, potrditev in registracijskih e-poštnih sporočil vašim udeležencem (iz tabele udeležencev ankete). Uredite lahko tudi standardna osnovna (ali podrobna) skrbniška obvestila, ki so poslana skrbnikom ankete.
E-poštne predloge: Nastavitve > Meni ankete > E-poštne predloge
Pozor : Če želite uporabljati pojavni/inline urejevalnik HTML, ne pozabite omogočiti HTML formata za žetonska e-poštna sporočila! To se nahaja v meniju z nastavitvami vaše ankete pod zavihkom Nastavitve udeleženca.
Plošča s predlogami e-pošte
Plošča s predlogami e-pošte:
Na zgornjem posnetku zaslona je uporabljen način urejevalnika »HTML source«. Če ga želite spremeniti, pojdite na nastavitve osebnega računa.
Pet vrst e-poštnih sporočil je mogoče poslati uporabnikom ali skrbnikom:
Vabilo
Ta funkcija se uporablja za množično pošiljanje e-poštnih sporočil vsem udeležencem ankete v tabeli udeležencev ankete, ki še niso prejeli povabila za izpolnitev vaše ankete.
Na plošči s predlogami e-pošte lahko uredite sporočilo, poslano udeležencem ankete. Če želite preveriti, katere ograde za e-pošto je mogoče uporabiti, nadaljujte z branjem naslednjega wiki pododdelek. Uporabite lahko tudi ExpressionScript, da dodatno prilagodite svojo predlogo e-pošte za povabilo.
Opomnik
Funkcionalnost Opomnik omogoča administratorjem ankete, da opomnijo udeležence iz tabele udeležencev ankete, naj odgovorijo na anketo.
Privzeto obliko opomnikovega e-poštnega sporočila lahko uredite na plošči »E-poštne predloge«. Če želite preveriti, katere nadomestne oznake za e-pošto je mogoče uporabiti, nadaljujte z branjem naslednjega wiki pododdelek. ExpressionScript vam lahko pomaga prilagoditi telo besedila te e-poštne predloge.
Potrditev
Če so uporabljeni žetoni in udeleženec izpolni anketo, bo na njegov e-poštni naslov poslano potrditveno e-poštno sporočilo. To funkcijo lahko deaktivirate na plošči Participant settings.
Če želite urediti e-poštno predlogo, kliknite zavihek Potrditev. Preverite e-poštna nadomestna mesta, da vidite, katere je mogoče uporabiti v tej vrsti e-pošte. Uporabite lahko tudi ExpressionScript, da prilagodite svojo e-pošto.
Registracija
Če je omogočen način zaprtega dostopa (obstaja tabela udeležencev ankete, kar pomeni, da lahko izpolnijo samo tisti udeleženci, ki imajo dodeljen vnos in z njim povezano edinstveno kodo žetona Če dovolite udeležencem da se javno prijavijo v vašo anketo, bo ustvarjen nov vnos v vaši tabeli udeležencev ankete, ko bo respondent vnesel svoje ime in e-poštni naslov. Skript, ki se izvaja v ozadje bo posameznemu respondentu samodejno poslalo registracijsko e-pošto. Vsebuje URL z žetonom, do katerega mora dostopati na novo registriran uporabnik.
Kliknite zavihek registracija, da uredite obliko tega e-poštnega sporočila. Ne pozabite si najprej ogledati, katere e-poštni placeholders je mogoče uporabiti v telesu besedila. ExpressionScript lahko dodatno prilagodi besedilo telesa, ki ga želite uporabiti.
Osnovna in podrobna skrbniška obvestila
Če želite prejemati skrbniška obvestila, kliknite zavihek Upravljanje podatkov in vnesite e-poštni naslov v polje "Pošlji osnovno skrbniško obvestilo na" in drugega (ali enakega) v " Polje »Pošlji podrobno skrbniško obvestilo na««.
Privzeto je edina razlika med obema povezana z dodatnim nadomestnim znakom {ANSWERTABLE}, ki je vključen v predlogo e-poštnega sporočila s podrobnim skrbniškim obvestilom. To omogoča uporabniku, ki prejme tovrstna e-poštna sporočila, da tudi preveri poslane odgovore. Ni jim treba dostopati do namestitve LimeSurvey.
Z uporabo ExpressionScript in e-poštnih nadomestkov lahko prilagodite ti dve e-poštni predlogi.
Polja e-poštnih predlog
Vsaka e-poštna predloga vsebuje:
- The subject of the email: The title of the email/batch of emails you want to send;
- The email body: A text box that contains the text message you want to send to the participants. It may contain text, images, and email placeholders. The ExpressionScript can also be used to further customize the message you want to deliver;
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 |
| {EMAILSTATUS} | Used for skipping emails on email sending. Default email status is "OK". |
| {LANGUAGE} | Used to define the language to be used for emails and survey URL when using multilingual surveys |
| {SENT} | Invitation send date in ISO8601 format with time (Y-m-d H:i:s in PHP) |
| {REMINDERSENT } | Reminder send date in ISO8601 format with time (Y-m-d H:i:s in PHP) |
| {REMINDERCOUNT} | Number of reminders already sent |
| {COMPLETED } | Survey completion date |
| {TID} | Internal ID at token table |
| {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!
Some of the placeholders that can be used only in the admin notification panels are mentioned below:
| {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:
- If your survey is using anonymized responses, then token-related placeholders will not work in the notification email template.
- You can use ExpressionScript to use expressions for tailoring an email (New in 1.92 ). Please have a look at the ExpressionScript how-tos for an example.
- Also have a look at the examples on using Information from survey participants table.
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@@ …
Using Replacement Function
Some specific keywords can be used within your email templates. For example, certain keywords can be used to replaces the token URL address.
The below example uses a plain link to the survey instead of a long url:
1) First, access the email templates panel and choose Invitation.
2) Write the text you want to appear as a link to start the survey.
3) Then select that text.
4) Add the placeholder for the plain link @@SURVEYURL@@ and choose other from the protocol-select-box.
Now, when you send out your invitation emails, the link to start the survey will be shorter.
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.