Configure study level email templates

You must have a role with Email Template Management permission to complete this task.

If preferred, you can include study and user placeholder fields in a template's subject and/or body, and if available, the placeholder’s value automatically populates outgoing study email notifications. On the Manage study email templates page, see the Did you know? box to access the full list of placeholders and formatting requirements.

1. In the top navigation bar, hover over setup and click email templates.
2. Click the tab for the template you want to change (default or specific country).
3. (Default tab only) Optionally check the Override and send all emails... check box, and Default Sender Email, enter the email address of the person who will be sending the email.
4. (Optional) Check the Enable 'No Login' links in emails sent to sites check box if you intend to allow sites to access Oracle Site Select LITE without creating an account.
5. At Recipient, select the role you want to receive the message (PI, coordinator, both, or All available site contacts).
6. (Optional) If configured for your account, check Include the site's affiliate network delegate as an email recipient.
7. (Optional) If configured for your account, check Override recipient preference when network delegate available.
8. (Optional) At Archived Copies, check the Send a copy of all site communications to: check box and specify a single email address as the receiving address. This field accepts distribution list addresses to allow multiple individuals to receive copies, if necessary.
9. (Optional) Check Send an archived copy of all site communication emails to the site-assigned Select user.
10. (Optional) If you want to personalize emails with country-specific salutations:
    1. Under Personalization options, select how to display the recipient’s first and last names. Western convention options are First name, Last name, or First name + Last name. Eastern convention is Last name + First name.
    2. To add a custom salutation, at Salutation enter a message (see how your message appears in How this appears in your email at the bottom of the section).
    3. To add a title to the salutation, enter a title, such as “Dr.," in the Personalize emails sent to Principal Investigators by entering a title field.
    4. (Optional) add custom text or punctuation after the salutation in the Enter text or punctuation field.
11. (Optional) Check Apply salutation, personalization and additional text options to the digest email sent to users added to a site's profile.
12. At Add a study logo, click in the Drag and Drop field to browse to and upload a logo or drag and drop the image directly into the field. Use a JPEG, GIF, or PNG file type up to 1000KB max file size.
13. In the text field below the Drag and Drop field, enter alternate text for the image. This this text can be read by screen reader software.
14. In the Invitation email and Acceptance and Decline emails sections:
    1. At subject line enter the subject you want sites to see when viewing the email in their inboxes.
    2. At body content, enter the message.
15. Preview () the configured template to confirm the content and appropriate use of placeholders, if any.
16. Click Done.