TABLE OF CONTENTS

• Overview
• Accessing Email Settings
• Email Types
• Email Content
  • Referencing Keywords
  • Formatting with Markdown and HTML
• Introduction
  • Adding Graphics to Emails
    • Referencing Images in Emails
    • Adding Links to Images
• Further Support

Overview

ManagementStudio enables end-users to participate in structured testing and submit additional information to projects using web-based forms. Email notifications are used to prompt users for input and to provide access links to surveys or test sign-offs. This article describes the functionality common to Surveys and Test Sign-Offs, including email settings, content, keyword references, formatting, and the use of graphics.

Accessing Email Settings

To configure email settings for Surveys or Test Sign-Offs, access the following sections:

• Survey: Emails
• Test Sign-Off: Emails

Email Types

Surveys and Test Sign-Offs use three core email types at various process stages. Names differ slightly between modules:

Each email type contains default content, but should be customised to suit the communication’s purpose.

Email Content

Each email consists of a Subject and a body, both pre-populated with default text. You may edit these fields as required. A specific button label for the survey or sign-off link is also included, which is rendered as a clickable link in the final email.

Referencing Keywords

Dynamic information can be injected into emails using keyword references. For example, the [CT-FirstName] keyword automatically populates the recipient’s first name.

Formatting with Markdown and HTML

Email bodies support both Markdown and HTML formatting. This allows use of headings, bold, italics, and more.

Note: Avoid underlining text, as this may be confused with hyperlinks.

Formatting examples:

For full Markdown reference, see:
Markdown Formatting Guide

Adding Graphics to Emails

To embed graphics in an email:

1. Navigate to Administration → Project Resources.
2. Click Add Resource and select the image file to upload.
3. Confirm by clicking Open.

Supported formats: .jpg, .png, .gif.

Referencing Images in Emails

After uploading, reference the image in your email content using the following Markdown syntax:

![Image Description]([IMG-Filename])

Note: The filename is always prefixed with IMG-.

Example

To display an uploaded logo file named ManagementStudio_Logo.png with the description "ManagementStudio 2022":

![ManagementStudio v2022]([IMG-ManagementStudio_Logo.png])

After editing the template, click Save Changes.

Adding Links to Images

You can add hyperlinks to images using Markdown or HTML.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.