Settings: Email Broadcast

As an Analyst, you may want to send an Email Broadcast to a group of panelists or Administrators on your site who are not active in a given study. This can be achieved using the site level Email Broadcast feature. To send a new broadcast message, navigate to Site Administration > Settings > Email Broadcast. 

Message Recipients

You will be asked to select from 2 potential audiences for your broadcast message:

  1. Panelists
  2. Administrators

Once you select the audience group, various filtering options become available. 

Selecting Panelists will surface a Filter Panelists button. This button will redirect you to the Search Panelists area where you can apply any number of basic or advanced filters to choose the correct selection of your panel. When you are satisfied with your selection, click Send Email.

Selecting the Administrators recipient option allows you to select the desired people from the respective Admin role drop downs (i.e. Analysts, Moderators and Clients).


After selecting receipts, customize the subject line and body of the email message.

Using Dynamic Values

When composing emails to groups of individuals, you can still personalize the message by leveraging the available Dynamic Values. 

Using the dynamic value for First Name, you could start your message with "Hi {fname}" which would sub in the individuals' first name field from their account.

Writing messages that are for multiple people but are still individualized helps to foster community engagement and encourages completions by creating human touch points.

Automatic login button

By default, email broadcast messages will include an Enter button. This button will automatically log users into their account on the platform. For security, the automatic login capability will disable a certain amount of time after the message has been sent. The auto login duration of time can be customized from Site Administration > Settings > Email Notifications

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