System Emails
A System Email is sent automatically by the system as the result of a user action or trigger. For example adding a new event to the system will send out the New Event Notification email to the Instructor assigned to the event and any other system users that you specify in the email template.
By opening each System Email you can configure:
- Descriptive Title - for internal reference
- Recipient email - Email address of users that will always receive this notification. You can also add multiple email addresses for CC and BCC.
- Sender Name - The name of the person or department that the email will appear to be received from.
- Sender Email Address - The email address of the person or department that the email will appear to be sent from. Any replies to this email address will be delivered to your inbox.
- Email Subject
- Email Content (Plain-Text) - This should be completed as well as the HTML content for users with mail clients that do not support HTML.
- Email Content (HTML) - An editor for you to make great looking emails.
You’ll notice that we’ve added any available {replacement variables} to the message body. This pulls in dynamic content such as the {StartTime} of the event if sending the New Event Notification.
Template List
(API) CC Payment Notification - Email sent when a customer pays by Credit Card on your website.
Delegate Certificate - Email sent to your delegates upon emailing their certificates.
Instructor Certificate - Email sent to your instructor upon emailing certificates.
Delegate Register - If imported students to events send this import template to your instructor to complete during the event.
Evaluation Summary Report (Instructor) - Email sent to your instructor with the combined Evaluation Results for the event they instructed.
Evaluation Summary Report (Staff) - Email sent to your staff members with the combined Evaluation Results for an event.
Event Change Notification - Email sent to event personnel informing them of changes made to the event details.
Event Threshold Alert - Email sent to users advising when the # of delegates on an event reaches the percentage threshold of the max places value on an event.
Forum Subscription - Email sent to users when a new forum post has been added. Users can turn this notification on or off in their user settings.
Holiday Notification - Email sent to users when a holiday is added in Staff Holidays.
Instructor Upcoming Events - Email sent to instructors advising them of their upcoming schedule. Email can be sent from the Instructor Contact Screen.
Opportunity Owner Notification - Email sent to user when an Opportunity is assigned to them.
New Event Notification - Email sent to instructor and users when a new event is scheduled.
New Task Notification - Email sent to user when a task has been created and assigned to them.
Notification for Opportunity Closing Date - Email sent to the Opportunity Owner 3 days prior to the Opportunity Closing Date.
Remittance Advice - Email sent to a supplier when choosing to notify a supplier that payment has been made against their invoice.
Sales Receipt - Email sent to customer when choosing to notify the customer that you have received their payment.
Sales Refund - Email sent to customer when choosing to notify the customer that you have refunded their payment.
Task Reminder - Task Reminder sent daily to the user advising of all tasks due for completion that day.
(API) Invoice Paid - Email sent to customer when they purchase and pay instantly for an event or item via your website.
(API) Invoice Unpaid - Email sent to customer when they purchase an event or item via your website and choose to make payment outwith the website.
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