Permissions needed:
Management Console
Email notifications
How to create an email template
1. Select Management Console > Email notifications
2. Select Create template email:
3. Enter the details:
Domain: Select the appropriate staff domain
Code: Visible to admins only, use to represent the email purpose such as 'Login reminder'
Subject: Email subject line
Default sender: This is support@skillcast.com but you can use any prefix, such as compliance or hr. To use a different email address, please check with your IT team to avoid the emails being blocked for spoofing
Message: Add the email body
Priority: Choose from 1. Urgent, 2. High, 3. Normal
4. Select Create to save the template
Email shortcodes
You can have the email autopopulate with information on your users, based on the attributes you have stored. Just insert the shortcode in the message.
Shortcode | What it generates |
[firstname] | User's first name |
[lastname] | User's last name |
[username] | User's username |
[password] | User's password |
[input1] | Used for free text within the email |
[input2] | Used for free text within the email |
[mandatory_assignments] | Show assigned training modules assigned and corresponding deadlines |
[mandatory_description] | Show assigned training modules, corresponding deadlines, and the text from the Learning Path (E-mail description) |
[user:attribute_code] | Add any user attribute to an email template. For example, [user:location] will add the user's location information |
[no_login_details] | Use when you do not want the username and password to appear. For example, with escalation emails and with clients that have SSO activated |
[outstanding_assignments] | Can only be used in automated reminders. Shows the assigned training modules and corresponding deadlines |
[outstanding_description] | Can only be used in automated reminders. Shows the assigned training modules, corresponding deadlines, and the text from the Learning Path (E-mail description) |
[delinquents] | Can be used in scheduled escalation emails and automated escalation emails.
By default, showDelinquentPaths is set to Yes, which means the coding will show names of overdue users in the reporting line of the manager, and the modules that they are overdue on.
If showDelinquentPaths is set to No, only the names will appear. |
[module] | Used when sending completion emails |
Example email template with shortcodes
Dear [firstname],
Welcome to the [company name] compliance portal.
You have been given the following assignments to comply with the necessary laws, regulations and policies. You must complete them by the deadlines shown.
[mandatory_assignments]
Please log into our compliance portal to access and complete the above assignments using the link below.
Compliance Portal
Username: [username]
Password: [password]
This is an automated notification. If you have any questions about the assignments, please contact [client_contact_email]. If you need help with the compliance portal, please use the SupportBot, which is located at the bottom right.
That's how you can create email templates. If you need different permissions to complete these actions, please message your Customer Success Manager: support@skillcast.com