Updating the Email Template Body
Administrators can customize the body of predefined email templates based on business requirements.
Email templates are organized into four categories:
- Key Features
- User Settings
- Authoring
- General Settings
Key Features
The Key Features category includes email templates related to platform activities such as:
- New Virtual Meeting Invite
- Virtual Meeting Invite Updated
- Virtual Meeting Invite Cancelled
- New Announcement Message
- New Survey Assigned
- New Resource Assigned
- New Assignment Assigned
- New Support Ticket Raised
- Redeemed Reward Approval Confirmation
- Custom Report Generated
- Course Feedback For A User
- Redeem Reward Request
- New Classroom Manager Approval Request
- New Classroom Successful Self-Enrollment
- Classroom Waiting List Update
- From The Waiting List To A Classroom
- Classroom Deactivated
- Manager Approves Skill
- Manager Rejects Skill
- Event Invite and Update Templates
- Trainer Invite Template
- Feedback Invite Template
- Reminder Template For Classroom
- Reminder Template For Virtual Meeting
- Trainer Request to Manager
- Trainer Request Approved
- Trainer Request Denied
- Trainer Added
The same procedure can be used to update the email body for the templates listed under Key Features.
Manager CC
The Manager CC toggle allows administrators to enable or disable automatically copying a manager on applicable emails.
When enabled, the system checks the following order:
- Reporting Manager
- Group Manager
- If neither is assigned, no manager is added to the CC field.
Outlook Event Invite Email Template
The Outlook Event Invite Email Template is automatically sent when a user schedules a Classroom or Virtual Meeting through Microsoft Teams.
- The template is available for sessions, online or offline events, and series scheduled through Microsoft Teams.
- The Subject cannot be edited.
- The email body can be edited according to company requirements.
- No manual action is required to enable the invitation. It is sent automatically when the event is scheduled.
User Settings
The User Settings category includes templates such as:
- Welcome Aboard KREDO
- Username Update Request Approved
- Email Update Request Approved
- KREDO Account Deletion Confirmed
- Password Update Confirmed
- KREDO Account Suspension Confirmed
- KREDO Account Reactivation Confirmed
- Learning Summary Report Generated
The same procedure can be used to update the email body for these templates.
Authoring
The Authoring category includes templates such as:
- Course Translation Reviewed
- Course Translation Update
- Course Translation Review Corrections
- Course Translation Review Updates
- Course Assigned Confirmation
- Course Completion Overdue
- Course Completion Successful
- Course Co-Author Included
- Learning Path Assigned Confirmation
- Course Supplement (Memory Booster) Added
- Course Translation Request
- Course (Translated) Review Request
- External Content Publish
- Learner Adds a New Skill Requesting Manager Approval
The same procedure can be used to update the email body for these templates.
General Settings
The General Settings category includes templates such as:
- New Template Request Confirmed
- New Template Request Intimation
- Earned A Certificate
- Won A Badge
- Earned A Certificate for a Classroom or Meeting
- Assignment Reviewer Added
- Assignment User Submitted
- Assignment User Reminder
- Assignment Reassigned Notification
- Mandatory Course Next Schedule Update
- Mandatory Course Overdue Update For Manager
The Assignment User Submitted email template includes a learner name variable to personalize emails.
The Mandatory Course Next Schedule Update email is triggered before the next recurrence cycle begins.
The Mandatory Course Overdue Update For Manager email is triggered when a learner does not complete a mandatory course by its due date.
Updating an Email Template
To update an email template:
- Go to Menu > Email Templates.
- Select the required category.
- Click the name of the email template you want to update.
- The template opens in a new window.
- Update the email body as required.
- Click Save.
- Repeat the same process for other email templates as required.