# Step 5: Create Notification Templates to Keep Participants and Researchers Informed

**URL:** <https://forum.avicennaresearch.com/t/step-5-create-notification-templates-to-keep-participants-and-researchers-informed/1216>\
**Category:** Getting Started\
**Created:** [June 11, 2025, 10:01am UTC](https://forum.avicennaresearch.com/t/step-5-create-notification-templates-to-keep-participants-and-researchers-informed/1216 "2025-06-11T10:01:18Z")\
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**Author:** ![zahra](https://forum.avicennaresearch.com/letter_avatar_proxy/v4/letter/z/aeb1de/32.png) [@zahra](https://forum.avicennaresearch.com/u/zahra)\
**Post date:** [June 11, 2025, 10:01am UTC](https://forum.avicennaresearch.com/t/step-5-create-notification-templates-to-keep-participants-and-researchers-informed/1216/1 "2025-06-11T10:01:18Z")

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To get familiar with sending out notifications to participants for activities, navigate to the Activity Editor. Here, you will find a tab labeled `Notification Templates`. This tab brings you to the Notification Templates section, where you can manage notifications for the activity on which you are working. These templates automatically send out personalized messages, depending on the rules you set.

To create your first notification template, click on the `Create Template` button. First, assign your template a `Label` for your tracking purposes. Following this, decide on the `Recipients` of the notification. Should it be a researcher who needs to stay updated or a participant whose engagement is crucial to your study?

Next, under the `Notify On` option, choose the event that will trigger the notification. The Activity Editor allows you to choose events such as when a session is released, completed, expired, or canceled. Select the option that fits your needs.

With Avicenna, you also get to decide when the notification should be sent. You can send it immediately when the `Trigger` event occurs or earlier or later. This is done by setting an offset. This option is useful, for instance, if you want to remind participants about an upcoming session.

Then, choose the `Medium` and `Message` of the notification. We recognize that the purpose of notifications can vary. Some might require the formality of an email, some the urgency of an SMS, and others the convenience of an in-app notification. Decide on the medium for your notification and write a message that fits its purpose. If it’s an email, consider an attention-grabbing subject line and an informative body. If it’s an in-app notification, devise a short and engaging message.

 ![getting-started-notifications-create-notification-template-dialog](https://forum.avicennaresearch.com/uploads/default/original/1X/ecc00b85caad2e9d75ab05c195be2bf2e6cfea54.png)

Once you’ve completed your Notification Template, you’re ready to make it live. Just hit the ‘Create’ button, and your template will be created and added to your activity. Avicenna will create notifications based on this template and prompts them to the right recipient.

To continue our example from the previous sections, we want to notify participants when a session is released using an In-app notification. To do so:

1. **Go to the Notification Templates Tab** : Inside the Activity, click on the `Notification Templates` page.
2. **Click Create Template** : Hit the `Create Template` button to open the dialog box for creating a new Notification Template.
3. **Label the Template** : Give your template a `Label`, for example, _Participant Notify - Session Released_.
4. **Define the Recipients** : In the Recipients section, choose `Participant`.
5. **Set the Notification Trigger** : Under `Notify On`, select `Session Released`. This means the notification will be sent when a new session is released for the participant.
6. **Select the Medium** : Choose `In-App` as the medium through which the notification will be sent.
7. **Write the In-App Notification** : Write the title and description of the in-app notification. For example, the title can be _New Activity Available!_ and the description can be _You have a new session available in Activity X. Open the Avicenna app to start!_
8. **Finalize the Template** : Click `Create`. Your template is now active and will send an in-app notification to participants whenever a new session is released.

 ![getting-started-notifications-notify-participants-when-session-released](https://forum.avicennaresearch.com/uploads/default/original/1X/ffc629cf730716a8381e37eddbbb5ba1ea283184.png)

As another example, let’s suppose we want to send a notification via Email to the researchers when a session is completed by any participant. To do so:

1. **Go to the Notification Templates Tab** : Inside the Activity, click on the `Notification Templates` page.
2. **Click Create Template** : Click on the `Create Template` button to open the dialog box for creating a new Notification Template.
3. **Label the Template** : Give your template a label, for example, _Researcher Notify - Session Complete_.
4. **Define the Recipients** : In the Recipients section, choose `Researcher`. Specify which researcher(s) should receive the notification - likely, this will be yourself or someone managing data collection.
5. **Set the Notification Trigger** : Under `Notify On`, select `Session Completed`. This means the notification will be sent when a participant completes a session.
6. **Select the Medium** : Choose `Email` as the medium through which the notification will be sent.
7. **Craft the Email** : Write the subject and body of the email. For instance, the subject can be _Session Completed_ and the body can contain details like _A participant has just completed a session for Activity X. Log in to Avicenna to review the data_.
8. **Finalize the Template** : Click `Create`. Your template is now active and will send an email to the specified researcher whenever a session is completed.
9. **Link/unlink your Notification Template** : The created notification template is linked to the Activity. If you want to unlink it or link another one, click on the `Unlink`, and `Link` buttons respectively.

 ![getting-started-notifications-notify-researcher-when-session-completed-via-email-](https://forum.avicennaresearch.com/uploads/default/original/1X/3b24bb5bd9ff4026d5b970a2a678ecd128f3c496.png)

[Previous Triggering Logics](https://forum.avicennaresearch.com/t/step-4-add-triggering-logics-and-notifications/1215/1)[Next Criteria](https://forum.avicennaresearch.com/t/step-6-add-criteria-to-personalize-participant-experience/1217/1)

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