This article will show you how to Add and map email templates for events.
To creating and update email templates for events, you will need access to the Management Console and access to the Events Management. To create templates for events you will need to go to Email Communication and Create Template Emails and follow the following steps in this article Creating email templates*
The following event specific tags can be used in the event emails: as well as the standard ones:
[eventName]
[eventSessionDetails] - will pull through any information in the Session specific information field when adding a session
[eventEmailMessage] - will pull through any information in the Session specific email details field when adding a session
[eventSessions] - will show the event session information such as Timezones and the dates and times of the session
[eventApprovalStatus] - Will show the current status - Enrolled, registered, Rejected.
Once the template emails have been created, they must be mapped to your user domain(s),approval levell, and triggers. You can keep it simple, use generic emails for all domains and approval levels, or use different templates. Overall, just like invite emails, we recommend keeping this as generic as possible.
To do this, go to Events Management, select Email Settings, select a user domain that contains users who will be enrolling in event sessions, and select Display Settings.
There is a list of 11 triggers that need to be mapped to an email template - for example, a Cancelled event/session needs to be mapped to your cancelled email template. You will see a tab for each approval level on your portal and event booking status.
The minimum set should be all those listed with Automatic approval, but if you are using Line Manager or Learning & Development approvals for your events, these will need to be set up individually.
The Reminder Schedule is set to when you would like to start sending reminders to event attendees and approvers who have bookings that require approval. The default for these reminders is 14 days. If you would like this changed, please contact your customer success manager.
The Register Interest, Waiting List and Cancellation Notifications allow the mapping of the appropriate email templates when using these features.
*Your customer success manager can help you set up a set of standard templates which can be amended at a later point. These can include: Booking Confirmation, Your Training Course has been cancelled, Your Course booking reminder etc.