Learn - Edit an email template

In this article, we'll show how to view and edit email/notification templates in Learn, so the tone and language fits with your organisation.

We'll also show how the 'Reply to' email settings can be changed from the global default, for a specific template, and how to send a test email to check how the message will appear to learners. View this article for a full list of all email templates, including content, triggers and available variables. 

Watch the video and follow the steps below:

Steps to edit the default notifications

1. In Learn admin, browse to settings:
2. Select 'Email' from the Settings administration menu
3. Scroll to the end of the page and select Templates:
4. From the drop-down menu, select the template to edit:
5. Edit the subject line for the notification, if required. Note that the numbered variables represent specific database fields that are inserted into the message each time it is triggered. View the 'Configuring email comms' guide for more information
6. Edit the BCC address, if required. This will override an address specified in the global BCC address  for emails
7. Edit the 'reply to' settings, if required. More detail about each option is provided in the table below:

   Option	Description
   Use the email address appropriate for this template	The appropriate address for each template is defined in the individual template details. The majority of templates are sent from the 'Reply to' address specified in global settings.
   Use the default 'reply to' address	The default 'Reply to' address can be changed for this specific template
   Use a specific address	This option is typically used when a custom template has been created for a specific Course, Lesson or Event. For example, it may be desirable to notify a User without administration rights (who may otherwise be automatically notified) when a significant action takes place for a Course, Lesson or Event.

8. Edit the body of the message. Once again, the numbered variables represent specific database fields:
9. Select 'Submit' to save the changes

Send a test email

It's also possible to send a test email, to see how it will look to learners. Scroll to the end of the page, and enter your email address where prompted:

Ask the Community🤝

Want to connect with peers and hear how they manage notifications? Our customer Community is a great place to get quick, relatable advice - so jump in, ask your question, and learn from the wider customer Community. 

Get deeper learning in The Academy

The Academy provides structured learning paths you can follow at your own pace, along with live events where you can connect with the Kallidus team and fellow learners. Here's some relevant content to get you started:

• Mastering email notification templates & configuration
• Engage your learners: think like a marketeer!

Don't have your account yet? Contact the Customer Support Team to activate your free account.