In this article, we'll show how to create a customised version of a global default template, for a specific Course, Lesson, or Event. For example, a booking notification for a specific Event could be tailored to include joining instructions unique to the venue at which it is being hosted.
This is a great way to deliver essential information to your learners, in the normal flow of work. On the flip side, each time a custom version is created you're also creating additional admin - so make sure that if you do create a custom email, that it is required, and that it is documented (Custom fields can be useful for this purpose).
Background
Every email notification is sent according to a specific trigger. When an email is triggered the appropriate global email template will be populated with the relevant information and sent to the User(s).
For this example, we'll change the default EventBookingBookedUser email template (sent when a learner books/is booked onto an Event).
Steps to customise an email template for a specific Course, Lesson, or Event
- Browse to the Event (or Course/Lesson) for which a custom email template is required.
- Select ‘Email Template’ from the Event Administration menu:
- Select ‘New’. A list of notifications appropriate to the system area will be shown. For this example, only 'Event level' templates are shown.
- Select the template for which a custom version is required:
- Select 'Add' to add the template. This adds an exact copy of the global template, ready for you to change it when triggered for this specific Event:
- Select Edit. The template can now be edited as required. Whenever the template is triggered for this specific Event, the customised version will be sent in place of the global default:
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!
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