Send email

To communicate with your participants using email, follow the steps below.


First, you'll need to select which participants you want the message sent to. Click here for detail on your options when you hit the "Select participants" button.

  1. Select participants to send the email to
  2. Select "Email"
  3. Enter a subject for your email
  4. Select who you want to send the email "from." Your email will be sent through the Over the Shoulder system, which uses a high-delivery rate mail delivery service, but the "sender" and the "reply-to" address can be changed. The key consideration here is if a participant replies to this email, who do you want that reply to go to?

    Your options are:
    • Use the name and email address of the "Project Manager" for your project (this is chosen by default).
    • Select "Admin" and your email replies will go to "admin@overtheshoulder.com" which will be recieved by the Over the Shoulder help desk.
    • Select "Custom" and enter an email address that you want any replies to go to.
       
  5. Enter the message for your email. You can include up to 1000 charaters, and you can use bullets, bold, italic and underline for formatting and emphasis.
  6. The names of the participants who you've selected in "Select participants" will populate here so that you can double check and make sure your email is going to go to the right participants.
  7. When you're ready, hit "Send."


Click here to move on to "Send push notification."