List of auto-generated emails, settings, and descriptions
| Line 105: | Line 105: | ||
|Jurisdiction Status | |Jurisdiction Status | ||
|Participant | |Participant | ||
| - | | | + | |Notifies the participant of his/her status for every [x] day of every month. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
|- | |- | ||
|Jurisdiction Out of Compliance | |Jurisdiction Out of Compliance | ||
Latest revision as of 17:49, 28 October 2014
List of email templates
Below is a list of all email types generated by the LearnLive system. The first column lists the name of the template as it appears on the email templates list; the second column lists the setting in Company Profile that controls whether that email is currently in use for your company or not; and any other parameters for it. Not all email templates have settings associated with them, and are noted as such.
- To edit any email template, note the name of the email template you wish to edit, and consult Edit email templates.
- To enable, disable, or change the frequency of any email, note the setting you wish to edit and consult Edit email settings.
| Template name | Setting name | Email sent to | Description |
|---|---|---|---|
| Required Program | Required Program | Participant | Notifies a participant that an administrator or coach has designated a program as required for them to complete. |
| Program Creation | Email Program Creation | Administrators | Notifies administrators that a program has been created. |
| Program Update | Program Update | Enrolled participants | Notifies enrolled participants and administrators of a change to a program or that a new session was added to a program. |
| Session Creation | Email Session Creation | Administrators | Notifies administrators that a session has been created. |
| Session Update | Email Session Update | Enrolled participants | Allows an administrator to send this notification via 'Notify Attendees' where applicable |
| Session Cancelled | Session Cancellation | Enrolled participants | Notifies enrolled participants that their session has been cancelled. |
| Session Completion | Session Completion | Enrolled participants | Notifies an enrolled participant that they have completed/passed a session of a program. |
| Session Enrollment | Session Enrollment | Enrolled participants | Confirms a participant's enrollment in a session of a program. |
| Session Unenrollment | Email Session Unenrollment | Enrolled participants | Confirms a participant's unenrollment in a session of a program. |
| Session Reminder | Email Session Reminder | Enrolled participants | Reminds the user [X] days before the start of an upcoming program in which they have enrolled. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
| Catalog Update | Catalog Updates | All participants | Notifies all participants of an update in the catalog. |
| Catalog Addition | Catalog Additions | All participants | Notifies all participants of an addition to the catalog. |
| Purchase Confirmation | Purchase Confirmation | Participant | Confirmation that the user’s purchase transaction has been processed. |
| Refund Confirmation | Refund Confirmation | Participant | Confirms a user has been refunded the purchase price for a session that was cancelled or unenrolled. |
| Requirement Due Date | Requirement Due Date | Participant | Notifies the participant [x] days before a deadline that a required program needs to be completed. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
| Request Evaluation | Request Evaluation | Participant | Sends a request to a participant that they complete an evaluation, with a link to the evaluation. |
| Notify Evaluation | Evaluation Response | Administrators | Notifies administrator who created a program that an evaluation response for that program has been received. |
| Compliance Deadline | Email Compliance Deadline | Participant | Notifies the participant [x] days before a compliance deadline of his or her status in a particular jurisdiction, along with reminders of unfinished requirements. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
| Jurisdiction Status Report | Jurisdiction Status | Participant | Notifies the participant of his/her status for every [x] day of every month. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
| Jurisdiction Out of Compliance | Jurisdiction Incomplete | Participant | Notifies the participant [x] days after a compliance deadline of a status of "incomplete" in a particular jurisdiction, along with reminders of unfinished requirements. A value of "0" means that the email will go out on the day of the deadline. Leave the field blank if you want to disable this email. |
| User Registration | Email User Registration | Participant | Sends a user a notification that their account has been created. |
| Admin Program Update | This email is always enabled. | Administrators | Notifies administrators that a program has been updated. |
| Admin Session Update | This email is always enabled. | Administrators | Notifies administrators that a session has been updated. |
| Admin Waitlist Notification | This email is always enabled. | Administrators | Notifies administrators that a user has been placed on a wait list. |
| Custom Blank Email | This email is sent on demand only; no settings exist. | Participant | This is the template used when you are sending a custom email, using the "Email users" function. |
| Invitation | This email is sent on demand only; no settings exist. | Participant | This is the template used when you use the "invite users" function. |
| Password Reset | This email is always enabled. | Participant | This is the email send to a participant whenever their password is reset. |
| Session Limit Reached | This email is always enabled. | Administrators | Notifies administrators that the user limit for a given session has been reached. |
| Session Notes | Control access to this tool via the media player configuration. See Create or edit a media player configuration. | Participant | This is the template used when a participant emails notes via the "Notes" tool in the media player. |
| Session Question | Control access to this tool via the media player configuration. See Create or edit a media player configuration. | Instructor | This is the template used when a participant emails a question to a presenter through the "Ask a question" tool in the media player. |
| Waitlist Notification | This email is always enabled. | Participant | Notifies a participant that they have been placed on a waitlist for a session that is currently full. |
Additional Email Settings:
Below are a few additional settings that appear on your company profile's Email Settings tab. To edit any of these settings, see Edit email settings.
| Setting name | Description |
|---|---|
| Email From Address | "Email address that will appear in the "From" field of the email. If a recipient replies to an auto-generated email for any reason, the reply will be delivered to this address. The choice is yours whether you want this to be a working email address linked to a particular individual, or a "do not reply", dummy email address. |
| Certificate Delivery | Enable this setting if you wish certificates to automatically be delivered along with a "session completion" email, when that email is automatically generated at the end of a webcast or a self-study session. Disable this if you do NOT want certificates delivered with a "session completion" email for these session types. This does not apply to users set to "passed" through the Enroll and Pass tool-- in this case the administrator must manually choose whether to deliver a certificate or not. |
| Include Login Button | Adds a "Log in to your account" button at the bottom of all auto-generated emails. Clicking the button will open the user's web browser to the "log in " page. |
| Include Support Button | Adds a "Contact Customer Support" button at the bottom of all auto-generated emails. Clicking the button will open the user's web browser to the support home page of his or her default university. |