Email Template Listing Grid

Email Templates listing grid lists all email templates set up for different email template types. User can manage templates in the folder structure.

Select required email template type from the Select Type drop down menu to list email templates for the selected type only.

Select Type

Email templates are grouped under different email template types.

Email template types are defined under Setup -> Options Management with option group ”Email Template Type.”

By default, All is selected for email template type. Select the Email Template Type from the drop down menu you want filter the email templates listed in email templates listing grid.

Show Default

Each email template has option to be listed as a default template while setting up the email templates for the course.

Select “Show Default” check box to list only email templates which are marked as default while setting up email template.

Add New

Click Add New button to add new email template.

Create Folder

Administrative user will be able to create folder by selecting this option.

Map/Move Template(s)

Map/Move Template(s) button on Email Template listing grid allows user to assign and display selected Template in the folder. User can also move Template from one folder to another folder. This button only be enabled if the user has selected at least one course from the listing grid.

Copy Email Template

Administrative user is able to copy email template for new email template by selecting "Copy Email Template."

Click here to view more details about the Copy Email Template option.

Delete

Click Delete icon to remove email template.

Edit

Click Edit icon to update the email template.

Preview

Preview option allows you to view how email will look. Make changes, if required, based on email preview.

Note: System shows placeholders for some of the data fields enclosed with "[[" and "]].. For example, [[First Name]], [[Last Name]] and the [[Course Title]] shown in the screen shot below. The actual values for these placeholders will be replaced when system sends email to the participant.

Global Template box

Click this check box to select all the courses in the table grid at once.

Folder Template box

Click this check box to select all the courses in the folder at once.

Individual Template box

Click this check box to select individual course.

Select Type

Email templates are grouped under different Email template types.

Email template types are defined under Setup -> Options Management with option group, ”Email Template Type”.

By default, All is selected for Email template type. Select the Email Template Type from the drop down you want filter the Email templates listed in Email templates listing grid.

Show Default

Each Email template is having setting to list as a default template while setting up the Email templates for the course.

Select Show Default check box to list only Email templates which are marked as default while setting up Email template.

Email Templates Listing Grid

Email templates listing grid lists all Email templates setup for different Email template types.

Select require Email template type from the Select Type drop down to list Email templates for the selected type only.

Email templates which are marked for "Is Default? are listed:

Filter

Use the filter option available for each data column in the listing grid to filter records based on that data column.

Click here to review more about filters.

Copy Email Template

Administrative user is able to copy Email template for new Email template by selecting "Copy Email Template".

Click here to view more detail about Copy Email Template option.

Add New

Click Add New button to add new Email template.

Preview

Preview option allows you to view how Email will look like. Make require changes, if require, based on Email preview.

Note: system shows placeholders for some of the data fields enclosed with "[[" and "]]". For example, [[First Name]], [[Last Name]] and the [[Course Title]] shown in below screen shot. The actual values for these placeholders will be replaced when system sends Email to the participant.

Edit

Click Edit button to update the Email template.

Delete

Click Delete button to remove Email template.