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Email Templates

Alexis Butts
  • Updated

 

 

Overview

  • Emails are sent out automatically by the system
    • if you set reminders
    • when a student finishes a course
    • when they are enrolled
    • when they change their password 
  • Customize system-generated messages
  • Reuse templates with several courses and scheduled items
  • Duplicate templates, change information, use with another course or item.

 

If you want to know about Understanding Web & Email Content, please click the links!

 

What is Covered

  • Creating an Email template
  • Understanding Email Template Setting tab
  • Understanding Email template Merge Fields

 

 

Video Walkthrough

 

 (Video not working?--->https://youtu.be/BbqidXnRI0M)

 

 

 

Text Walkthrough

  1. Go to Menu--> Web & Email Content-->Email Templates
  2. Click Add New in the top right-hand corner
  3. Enter necessary Fields
    1. Template Name
    2. Description
    3. From User- Select from users in the drop-down list
    4. From Email
    5. From Name
    6. Subject
    7. Reply-to address
    8. Owner
  4. Use Merge Fields content to create your template
    1. Merge fields are what make your Email templates reusable across the platform. 
    2. Instead of entering a specific Scheduled Item name or a Course Name you enter "{{CourseName}}" or "{{ScheduledItem.Name}}".
      1. The email will automatically fill in whichever item it is being used for.
      2. i.e. If an email is being sent out in regards to Ecology 1 course in {{CourseName}} the sent email will say "Ecology 1".
    3. When using these fields make sure they are formatted exactly as they show up in the Merge Fields column.

You have now created an Email Template! Try adding it to a Scheduled Item for a reminder!