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Improving Email Deliverability

How to manage participant notification frequency settings, handle email invitation delivery issues, and investigate email deliverability problems.

Notification Frequency

By default, participants have the ability to set their own email notification frequency. This can impact when, if at all, they receive digest emails from the platform. If you have a set schedule you would like notifications to follow, it may be a good idea to limit participants ability to adjust their own notification schedule.

Before hiding these options from participants, you'll want to make sure to reset the notification settings for all panelists to ensure that their current notification schedule will now match the default you have set-up. To do this, navigate to Site Administration>Settings>Email Notifications, enable the Reset settings for panelists to the defaults above toggle, and select Apply Settings at the bottom of the page.

Image of the Notification Frequency section with the tick box to Reset settings for panelists to the defaults above highlighted.

Once you have reset their notification settings, enable Hide options from participants and select all of the options in the drop-down menu. Don't forget to select Apply Settings at the bottom of the page to save your changes.

Image of the Notification Frequency section with the drop-down menu for the Hide options from participants field.

Email Invitation Issues

If you are Bulk Importing your participants, we recommend setting a temporary password for them in case they experience any issues receiving the email invitations. This can be done by including a Password column within your bulk import and assigning the same password to every participant.

Image of a Bulk import file with a Password column.

In the event that a participant doesn't receive the email invitation, you can provide them with the following credentials that will allow them to log in and set a new password:

  • URL: The URL for your site

  • Username: The participant's email address

  • Password: The temporary password you have set

Investigating Email Deliverability Issues

You can review a participant's Edit Panelist page when investigating email deliverability issues to determine whether they have received a specific email notification.

At the bottom of the participant's edit panelist page, you can see every email that has been sent to that participant from the platform, as well as whether it was read or not. If you notice a participant with a significant amount of unread emails, it may be a good idea to reach out to the Recollective support team at [email protected].

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].

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