Sending screener emails
Editing Screener Email
After you've built and previewed your screener, you can create a Bulk Email to send to your panelists. This is done on the Study > Screener page, in the Bulk Screener Email tab. If you don't have a screener yet, you can create one by following our Creating a screener guide.
- Custom data can be added to your email from the Merge Tags drop-down, and when pasted in looks something like this:
{First Name}
. - The image below shows you a preview of what that email looks like, with custom branding, and panelist consent management links (e.g. opt out, delete my data).
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/62e7ec92ef7d3a58421249d8/images/6303fa62742dba45982acfef/file-65Dh0TUAdw.png)
![undefined](https://images.ctfassets.net/4uy0fkwgg4d6/7BBFEH1oHCNEtlqGjRlUu8/77b74c01fc8ae1918bc24bb5c70996f8/Screen_Shot_2021-02-01_at_5.18.14_PM.png)
Sending Email
- To send to your panelists, go to the study's Overview tab. Tick the checkbox beside the panelists that you'd like to send the email to.
- Click the Send Message drop-down button. Select Send Screener "[Screener Name]" from the options.
- The preview of the email will pop-up. Click the Send to # people button.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/62e7ec92ef7d3a58421249d8/images/6303fc565c9cf50902eb5272/file-dKe49KRYo1.png)
Or, if you're going to send to all of the panelists for that study, click the checked box icon beside the Full Name column header then choose Select all from the drop-down options.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/62e7ec92ef7d3a58421249d8/images/6303fd00c7c0b86d98b8efa3/file-S1Y8rmY5BH.png)