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Configure Email Templates

Prepare email templates to be used across different learning programs.

Kathleen Watson avatar
Written by Kathleen Watson
Updated over 2 years ago

What?

Utilise Academy’s email templates across all programs or customise them within individual programs to tailor the way communication is handled.

Why?

A key part of learning is related to effective communication and engagement with the learners and key stakeholders of the platform. Using email templates or setting up custom emails will ensure that communication is kept consistent and effectively managed across all programs.

How?

To edit portal-level email templates

  1. Access Portal Settings

  2. Enter the “Email” subsection in the menu on the left-hand side

  3. Begin to edit email templates as required.

Email Variables

Email variables are used to insert information that is unique to either a user or a program. For example, a learner’s name.

The variables available for each email can be found at the bottom of each template.

Ensure that you copy the variable exactly when inserting it into the email.

To edit program level email templates

  1. Enter desired program

  2. Edit the program

  3. Access the “Email” section on the left hand side

  4. Enable desired email templates by selecting the edit button and toggling the radio button labelled “enabled”

  5. Edit the contents of the email

Note: If emails are not customised from within the program, the default portal email templates will be used for enabled email templates.

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