How do I customise the email content sent to my Contributors?

There are three kinds of emails:

  • Welcome Email: sent to newly added Contributors
  • Reminder Email: sent to Contributors on scheduled reminder dates
  • Thank You Email: sent to Contributors each time they contribute to a Dataset Template Tables

You can customize the email messages at both Dataset level and Dataset Template level. Dataset Template level email messages take preference and if set will override email messages set at the Dataset level.

  • If you would like to use the same email messages across all Dataset Templates within a Dataset, you will need to customize the email messages at Dataset level.
  • If you would like to show different email messages for some Dataset Templates, you will need to customize the email messages for the Dataset Templates in question accordingly.

How do I customize Contributor emails at Dataset level?

  1. On Dataset page, click “Configure Email”.
  2. Input the email messages accordingly.
    KB_Contributors_Customise Emails_Dataset
  3. Click “Update” to save the changes.

How do I customize Contributor emails at Dataset Template level?

  1. On the Dataset Template page, click “Configure Email”.KB_Dataset_Template
  2. Input the email messages accordingly.
    KB_Contributors_Customise Emails_Template
  3. If you have set up email messages at Dataset level and you would like to use them as a reference. You can click on the respective “Show Dataset Message” toggle and click “Copy to template”. The Dataset level email message will be copied into the input box for you. You can then continue updating the text for the Dataset Template level email message to suit.
    KB_Contributors_Customise Emails_TemplateWithDatasetCustomEmail
  4. Click “Update” to save the changes.