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How to Setup Emails

Send emails to users after they submit the quiz, detailing their responses, scores, correct answers, or simply confirming their participation.

Emails are highly customizable and can be sent differently to the users who satisfy the set conditions. Customize the emails as per your like and put the template variables to use to get deeper insights into the quiz/survey. 

Additionally, emails can be sent to the site admin with various user-related details. This is managed through the “Emails” tab in the Quiz and Survey Master plugin.

Useful Tip: Make any email template as default by ticking the “Mark as default” checkbox in the template control, this makes sure if any of the set conditions isn’t met the default email template is sent.

QSM Emails - Overview

Choose When to Send Emails

You can set specific conditions for sending emails based on quiz scores.

QSM Emails - additional condition

For instance, you might want to send different messages to users depending on their score percentages:

  • For scores between 35% and 50%, say “You just made it, still needs improvement.”
  • For scores between 50% and 70%, say “Well Done! You Can do better next time.”
  • For scores above 70%, say “Awesome! You’ve Earned it.”

To do this, go to the section for setting email conditions, labelled “When…the following conditions are met…” Then, select the mode, calculation type, select condition and value. As in the above example, input the following values in the conditions:

1. Choose “Correct Percentage” and “is greater than or equal to” for the first condition and enter “35”.

2. Add another condition with “Correct Score Percentage” and “is less than or equal to” then enter “50”.

Repeat these steps to set up emails for other score ranges by adding a new email template with the “Add New Email” button.

Note: When using template variables such as %CATEGORY_POINTS_X%, %CATEGORY_SCORE_X%, %AVERAGE_CATEGORY_POINTS_X%, and %CONTACT_X%, do not include underscores (‘_’) in the category name. For example, if your category is named “History Quiz” and you want to refer to the Category Points for this category, you should write the variable as %CATEGORY_POINTS_History Quiz%, without adding any underscores between words in the category name.

Set Conditions based on Categories

You can tailor emails and results based on quiz categories. You will need to specify conditions in emails based on the user’s performance in specific categories.

QSM Emails - category condition

On the QSM Emails Page, under conditions, firstly select the mode to “Category”, you can now pick a category from the “Select Category” drop-down. Then, choose whether to base the condition on “Total points” or “Correct percentage.” Finally, select a specific condition to determine what content the user sees. This setup lets you customize messages or results for users according to how they did in particular categories.

Set Conditions based on Option Answers

Similar, you can customize emails and results based on option answers. You will need to specify conditions in emails based on the user’s performance in specific categories.

On the QSM Emails Page, under conditions, firstly select the mode to option, you can now pick an option category from the “Select Category” drop-down. Then, choose whether to base the condition on “Total points” or “Count” Finally, select a specific condition to determine when the condition is met. This setup lets you customize messages or results for users according to what answer options they chose.

Customize Email Content

QSM lets you personalize quiz emails to fit your needs, including details like scores, points, questions, and answers, thanks to its highly customizable features and template variables.

Example 1: Just Include the quiz scores, not the answers to the questions

QSM Emails - Customize Email Content

For instance, if you have a quiz with 5 multiple-choice questions worth 1 point each, and the user must get at least 3 correct to pass but only gets 2 correct, scoring 2 points, you can customize the email to reflect just the quiz scores without including the answers to the questions.

Example 2: Send an email with the collected contact details instead of the survey’s questions and answers.

QSM Emails - Collect user info

Send an email including the collected contact information, such as user name, email, phone, and business, instead of the survey questions and answers. For instance, if you have an Event Feedback Survey with 5 questions and a contact form, you can email the user to confirm that their details have been collected.

Example 3: Send an email with additional quiz details but not the questions and answers.

QSM Emails - Details excluding question answers

Send an email with quiz details like time taken and performance summary, excluding the questions and answers.

Using Email Template Variables

Template Variables allow you to automate tasks within emails by using predefined variables. To access these variables, click on the “/ Variables” button in the visual text editor or press “/” to bring up the variables dropdown.

By selecting a variable, it’s added to your email, with the %QUESTIONS_ANSWERS_EMAIL% variable being the default. You can customize this by adding more variables to improve the email’s content. 

Variables let you include details like user name, quiz name, scores, points, and averages directly in the email body, enhancing the overall email communication.

If your quiz includes math formulas, you can use the %RESULT_LINK% template variable to share results directly instead of embedding content in the email.

Additionally, When creating a new Quiz/Survey, it automatically includes two email formats: one for the user and one for the quiz admin, identified in the “Who to send the email to?” field with %USER_EMAIL% for the user. 

If you’ve set up a contact form for participants to enter their email before or after submitting the quiz, these emails will send the questions and answers to both the user and admin. 

To stop sending emails related to the quiz:

  • To the Quiz Taker: Remove the %USER_EMAIL% variable from the email subject field or delete the User Email Template using the red bin icon.
  • To the Admin: Remove the admin email from the admin email subject field or delete the Admin Email Template with the red bin icon.
  • To Both: Go to QSM > Options > Quiz Submission > Submit Actions and deselect “Send email notifications” to stop all email notifications to both the quiz admin and taker.

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