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Email Correspondence Configuration

 

 

Overview:

 

This feature allows administrative user to configure email templates for programmed notifications to learners.

 

Note: All default templates from Email Template Management will be shown in the list of Email Correspondence Configuration.

 

 

Email Correspondence Configuration Grid

The Email correspondence configuration grid lists email correspondence templates. The email template grid has Email Template and Type (event) data columns. Email templates are defined for standards events like Certificate, Registration, Payment, etc.

 

The email templates are defined under Setup -> Email Template Management menu option.
 

 

Preview

Click Preview button to review how the email will look. The Preview Email Template interface will be shown.

 

The Preview Email Template interface has two tabs, i.e., “Preview” and “Preview with data.” The Preview tab shows email text with tokens or placeholders​ which will be replaced with actual values when emails are sent. Example tokens are First Name, Last Name, Course Title, etc. enclosed with opening "[[" and closing square brackets "]]."

 

The Preview with data tab shows how the email will look with actual data replacing tokens.

 

 

 

 

Edit

Click Edit icon to edit the Email template record.

 

 

Email Template

Select the email template that you want to edit from the drop down menu.

 

Submit

Click Submit button to save changes.

 

Preview

Click Preview button to preview (how it looks) currently selected template before final submitting the changes.

 

Save & Cancel

Click Save button to save the email correspondence configurations.

 

Click Cancel button to cancel the action of updating details.

 

 

 

Click appropriate link/option from the list below to set up configurations:

 

Basic Info.

CMS

Content Indexing

Enroll Courses

Supplements Info.

Pre-Assessment

Post-Assessment

Evaluation

Exit Course Feedback

Follow-up Survey

Follow-up Certificate

Certificate

eCommerce

Email Reminder

Affiliation

Recommended Courses

Ask the Expert

Badge Course Mapping

 

 

 


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