Change the Form Invitation Email

PracticeQ sends a default invitation email with every intake questionnaire. Customize this email on a global or per-form basis.

Change the Global Form Invitation Email

The global form invitation email will be sent out for all intake questionnaires on your account, unless a specific form has its own set. 

1. Click More → Settings → Emails.
2. Click the three dots icon on the right side of the screen and select Form Invitation Email.

   

3. Adjust the Email Subject and Email Body to your liking. 
4. Click Save.

Note: Please leave the [FormLink] placeholder in the invitation email to ensure your client receives the link to open the form along with the access code.

Change the Form Invitation Email on a Single Form

If you want a specific form to have a different invitation email than the global one set above, follow the steps below:

1. Click My Forms and open the questionnaire for which you would like to set the custom invitation email.
2. Click the three dots icon and select Settings.
3. Select the Invitation Email tab.
4. Check the box labeled Use a custom email template for this form. 
5. Adjust the Email Subject and Email Body to your liking. 
6. Click Close.

Note: Please leave the [FormLink] placeholder in the invitation email to ensure your client gets the link to open the form along with the access code.