Email templates

Modified on Thu, 28 Nov, 2024 at 10:58 AM


Note

These features are only available for premium service level licenses (Free 25 user Premium (for Partners only) and Premium (purchased by customer), it is not available for free and standard service level licenses.)


The email templates section allows you to choose default subject, body and action button text. The system provides variables for each email template. These can be used to refer information in the system (e.g. campaign name, campaign due date, etc.). These email templates are used by the campaign. You do have the option to turn off any of these emails.  This allows you to send the email of your choice from your native email client instead of the using the service email templates. There is also a preview button you can use to see the default content that will be sent should you choose not to customize the templates.  


Notification Type

Description

Timeframe

First-time login email notification

Enable or disable email notifications for users logging in for the first time.

There are two options to choose from:

- When user is added to the system

- When user is assigned the first training

Training enrolment confirmation email

This email notifies users of their enrollment.

Sent when the training campaign starts, including late enrollees.

Reminder before due date

This email notifies users who have incomplete campaign assignments.

Sent on the due date.

Campaign completion

This email notifies a user when they have completed their campaign assignments. There is a link in the email that allows learners to download a copy of their certificate of completion.

Sent upon user completion of the training.

Scheduled Reports

This email informs recipients that a specific report is now available and accessible.

Sent according to the report schedule.


Each email template contains a list of available placeholders you can insert in that template when accessing campaign information to include in the template.


Note

You can only use the placeholders listed under the body in the template you are modifying. You cannot copy placeholders from one template and use them in another template.


 

 

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