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Inbox Templates (Studio)

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About Inbox Templates

Inbox templates are a legacy feature that can still be used in subscription emails. This page will go over currently supported inbox template functionality, in addition to suggestions on how to replace it.

Attention: You cannot create new inbox templates or copy existing ones. If you need to create new alerts, we recommend using the Qualtrics workflows described here.

Managing Inbox Templates

The purpose of the Inbox Templates page is so you can see what inbox templates you still have, enable or disable them, delete them, or edit them.

  1. Click the Spaces menu.
    Clicking spaces menu and selecting inbox templates
  2. Select Inbox Templates.
  3. Use the Enabled toggle to switch the template on or off. When a template is enabled, it’s available for email subscriptions.
    clicking 3 line menu next to a template on the inbox templates page

    Qtip: Scorecard alerts are automatically enabled when the rubric is enabled. You can also enable and disable them as needed.
  4. Click the dropdown next to each inbox template, and select from the following:
    • Edit: Edit any of the inbox template settings.
    • Enable / Disable: Enable or disable the template.
    • Delete: You can delete interaction and metric inbox templates, but not scorecard templates.

Using Inbox Templates in Email Subscriptions

The only way to still use inbox templates is with email subscriptions to verbatim alerts.

  1. Create a verbatim alert.
  2. Follow these steps to select your inbox template and set Email alerts.
  3. See more on what information the email alert will display.

Replacing Inbox Template Email Subscriptions

We recommend moving away from using inbox templates. Qualtrics Engage also has highly customizable options you can use to create useful email reports for your stakeholders.

  1. Create a verbatim alert in Discover.
  2. Log into Qualtrics.
  3. Create an XM Discover Event.
  4. Add an email task to your workflow.
  5. In the email, use the piped text button ( {a} ) to pull in the following fields:
    • Verbatims: Sentences that triggered the alert.
    • Data fields from XM Discover: Any XM Discover attributes you want to highlight.
    • Discover Document Explorer URL: A link to the verbatims in document explorer. This link requires you to log into an XM Discover account before you can view the data.
      Qtip: These fields are recommendations based on what inbox template emails can display. You can add and remove whatever information you want, so long as it’s an option in the email task’s piped text.
  6. Customize your email message into the format you want your stakeholders to see. When you’re done, save your email.
  7. Activate your workflow.