Email

The email question type allows you to send an encrypted email to study team members when prespecified conditions are met.

Do not copy-paste question text from a source that generates its own formatting. Text that is copy-pasted from a source with formatting provided (i.e. MS Word or MS Outlook) will include all of the hidden formatting which may cause undesired results.


To create an email question type, select “Email” in the list of available question types.

Selecting Question Type

Enter in the required fields denoted by “*” then select “Next” when finished.

Email Question Type Info

 

Personalization (Dynamic Text)

The email body can be personalized to display a participant's name, phone number, or address information. Additional information can be found here: Useful EDC Formulas | Display PHI information.

The next form is where “To,” “CC,” and “BCC” can be entered. Multiple email addresses may be added in the CC and BCC sections. Multiple email addresses must be separated with a comma.

After emails have been entered, click “Done” to complete and save the question.