Set up a University-Branded Email using Qualtrics

Set up a University-Branded Email using Qualtrics

Qualtrics Mass Email Requirements

Email sent from Qualtrics must follow the University's mass email requirements based on the audience receiving the email. Use these instructions to set up a University-branded email within Qualtrics.

Access the shared U of M template and use it to set up a branded Survey Invitation email

  1. Log into Qualtrics, open your survey, and navigate to the Distributions module.
  2. Open the Emails section and click Compose Email.
    Distributions Tab selected with Emails left navigation selected and Compose Email buttons in the center and in the top right.
  3. Within the Compose Email screen, click Select Contacts. Choose the library where your contacts are located, and select the appropriate contact list or create a new contact list. Enter a subject for your email.  OPTIONAL:  you can change the default 'From Address' to any email address that ends with @umn.edu, and enter an appropriate 'From Name.'
    Compose Email window with a box drawn around the Select contacts drop down menu next to To
  4. Click on Load Message and select the library Organization Library: U of M Templates and then Invitation Template_Branded.  The email template will appear in the message content area.
    Compose Email window with a box drawn around the Load message drop down to the right of Message
  5. Click the Save As link (above the message content area), select a library where your message will be saved, enter a message name, and click Save Message.
    Save Message popup with a library field, name field, Cancel button and Save Message button.
  6. Enter your own content into the message area, which includes the University's branded email template with the following placeholder content:
    1. Required/Not Editable€"A standard University of Minnesota graphic header that meets brand requirements
    2. Optional/Editable€"A section for a unit, project, or other pertinent name/heading
    3. Optional/Editable€"A maroon text heading
    4. Optional/Editable€"A text area for your content
    5. Optional/Editable€"An optional secondary maroon subheading
    6. Optional/Editable€"Optional text
    7. Required/Editable€"Automated survey links
    8. Required/Editable€"Footer text
    9. Required€"Unsubscribe text
      Message body section with sample message and indicators for section a-i for each section of the sample message

  7. When you have finished editing the message content, click on one of the options to either send a preview email or distribute the email to your contact list. For more information, see Email Survey Invitations.

Last modified

TDX ID

3302