How to Customize the Training Email Template

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Training email templates can be customized to communicate important information to users, such as Training deadlines or contact information for a specific administrator at the organization.

To create a new email template:

  1. Click Trainings in the left-hand menu.
  2. Click Training Settings in the top menu.
  3. Click the envelope icon Screen_Shot_2021-08-06_at_11.22.43_AM.png under Email Templates by the Training you wish to edit.
  4. Select “Add new template”.
  5. Name the email template in the Contact Name field. (This name is for internal use only and will not be seen by trainees.)
  6. Select the email address you would like the email to come from in the Send From field.
  7. Write the subject of the Training email in the Subject field.
  8. Set an email template as the Organization or Administrator Email Template if you’d like to activate the template for future use.
  9. Create the message in the Message field.
  10. Click Save Email.

NOTE:

Select Set as Organization Email Template to use this email template for all Safety System Administrators and Supervisors within the organization’s account.

Select set as Administrator Email Template to use this email template only for yourself. The Administrator Email Template overrides the Organization Email Template. This function is useful if an administrator would like to utilize a specific email template (with specified contact information or specific program name) rather than an email template intended for the entire organization.

 

How to edit an existing email template:

  1. Click Trainings in the left-hand menu.
  2. Click Training Settings in the top menu.
  3. Click the envelope icon under Email Templates by the Training you wish to edit.
  4. Select the edit button Screen_Shot_2021-08-06_at_11.57.48_AM.png to the far right.
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