Create an Email Template

Administrators can create a new blank email template as an alternative to copying and editing an existing template. When you create a new email template it is added to the User Templates folder. To enable the template to be selected by other administrators to use, you must give them read-only access permission. To enable other administrators to edit the template, you must give them unrestricted access permission.

To create an email template

1. Go to Manage Center > Communicate > Email Template Editor. The Email Template Editor opens in a new window.
2. Click the Create Template icon on the toolbar. The Email Template Properties page opens for the new template.
3. Enter a name for the template. This is required field.
4. To select the LMS user account that sends emails using this template, in the Sender section click the browse icon. The User Selector opens. Replies to the email are sent to the sender. If you leave this field blank, the default sender is the System Administrator user.
5. In the Recipients section, select which users (by system role) will receive emails using this template. Click the browse icon to select a single specific user to include as a recipient. You can also enter one or more external email addresses.
6. To base your email on a predefined message, select a predefined message from the drop-down list in the Message section. The message appears in the message editor, where you can edit it as required.
7. Enter the email subject. This is a required field.
8. Enter the email message in the editor. You can format the text using the options on the editor's toolbar. To edit the text in HTML, click the Source Code icon.
9. To insert parameters in the email text, select them from the Parameters drop-down list and click Append to Message.
10. To attach a file from the repository, click the Assign attachment link in the Attachments section. The Repository Manager opens in a new window, where you can select the file to attach. To attach the file, select its check box and click Select. The Repository Manager closes and the file is listed in the Attachments box in the Email Template Editor.
    
    You must also select the Attach Learner's Prework and Standard References check box for the file to be sent with the email.
11. Attach the facility and training center maps, if required. 
12. Select a logical domain for the email template, if required. The logical domain determines some of the default settings to use when explicit values have not been specified. For example, the Default System Approver is defined per logical domain, and can be selected as a recipient for emails.
13. Click Save. After saving the template you can configure the access permissions for other administrators, and add languages.

About Email Templates

Email Parameters

Add a Language to an Email Template

Permissions

User Selector

About Facilities

About Training Centers