Custom email templates can be created and used in place of the default templates for any area of the system where emails are sent to users.
It may be desirable to create custom email templates where special instruction is required (e.g. for enrolments onto a sector-specific course or for welcome emails for accounts created for users external to an organisation).
To create a custom email template access Manage email templates from the Communication menu then select the Create custom email template button.
Enter details regarding the template:
These details are for use by administrators when searching for email templates and will not be seen by users on receiving the email. For sites with greater numbers of administrators, it is advisable to make the purpose of the custom email template clear in the description in order to avoid confusion.
Choose an email sender - email senders can be added and deleted through Manage email senders.
Enter recipient details. It is possible to choose users who have system roles to be CC'd into the email (direct appraiser, course approver, user approver and course assessor).
Specific learners, administrators and external email addresses can be CC'd into emails.
Dynamic fields such as user's first name or full name, the site name and email signature can be inserted into the body of the email.
The body of the email can be edited, styled and text changed using the WYSIWYG editor or by editing the HTML code which can be accessed through the Tools menu.
Attachments can be added to the custom email if desired and certificates can be attached to course completion emails.
When complete, click the Create button to save the email template. The new template can now be accessed, previewed and edited through Manage email templates and can be selected as a custom email template in any relevant area of the system.