Create, preview and edit custom email invitations for distributing your organization's access codes.
Code Management email templates allow for custom email invites when Gallup Access distributes your organization's access codes. Choose a standard template to get started or create your own custom email for distributing codes.
Note: Email templates are available only for distributing organizational codes, not personal codes. Access to create and edit email templates depends on your account privileges.
Email Templates page
Standard Templates
The Standard Templates section provides prebuilt emails for various CliftonStrengths codes. You can also click View All to see all available templates.
Standard Templates section
Click Preview on a standard template box to display a window showing what the email looks like. Click Use Template to create a new custom template based on that standard version.
Custom Templates
The Custom Templates section lists the unique email templates your organization has created. To filter the list, use the Code Type drop-down list. You can also use the Search field to find a specific template.
Note: You can have up to five custom templates per code type.
Custom Templates section
The Custom Templates section includes the following columns:
Name
The name of the custom email template.
Code Type
The type of access code the template is designed for.
Created By
The name of the individual who originally created the template.
Created
The date the template was created.
Last Edited By
The name of the individual who most recently modified the template.
Last Edited
The date the template was most recently modified.
Creating an Email Template
You can create a new email template from scratch or by using a standard template as a starting point.
- Click Create Custom Template on the upper-right corner of the page, or click Use Template on one of the standard template cards. This displays the Create Email Template page.
Select the type of access code you want to use the template for, the template’s language, and type a name for the template in the Template Name field.
Create Email Template pageUse the Email Subject Line, Email Headline and Email Body fields to edit the template’s content. Click Preview Template to update the preview on the right side of the page.
Note: You cannot modify the email's button text or appearance or the email's overall appearance.
- Click Save.
Editing an Email Template
You can edit an existing custom email template via the Email Templates page or when distributing your organization's access codes via Gallup Access. To edit an email template when distributing access codes, click Edit Message when previewing your organization's template, and skip to step 2 below.
Note: Edits you make to an email template when distributing access codes via Gallup Access apply only to that particular distribution of codes and do not affect the original template.
- Click a template's More Options menu (⁝) in the Custom Templates section and select the option to edit the template. This displays the Customize Your Email Template page.
Select the template’s language or edit its name if necessary.
Customize Your Email Template pageUse the Email Subject Line, Email Headline and Email Body fields to edit the template’s content. Click Preview Template to update the preview on the right side of the page.
Note: You cannot modify the email's button text or appearance or the email's overall appearance.
- Click Save.