Leaders can edit the subject line and body of the invitation email participants receive at any time - even after launch to account for individuals invited after launch. This helps ensure the email reflects the organization's voice and gives participants the context they need to respond.
Note: Only participants added with an email address will receive an invitation email. Participants using access codes only will not receive an email — share the engagement URL and their code with them directly.
Steps
- Emails can be customized in two places:
- Immediately after uploading the participant list.
Via the grapes menu on the Participant List
- Update the subject line. Keep it short and clear — participants are more likely to open an email that tells them exactly what it's about.
- Update the body text. A unique access link is automatically included for each participant — this does not need to be added manually.
Personalize the email with placeholders
Leaders can personalize the invitation using only the supported placeholders below. They’re replaced automatically when the email is sent:
Note: You can’t add custom fields, such as a school name instead of the customer name. Only the placeholders listed above are supported.
- Click Save.
Tips for a good invitation email
- Tell participants who the email is from and why their response matters.
- Include the deadline if there is one.
- Keep it short — one or two paragraphs is enough.