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 Awareness Training in the left-hand toolbar.
  2. Click Email Templates in the submenu on the left-hand toolbar.
  3. Click the green Add New Template button.
  4. Name the email template in the Contact Name field. This name is for internal use only and will not be seen by trainees.
  5. Select the email address you would like the email to come from in the Send From field.
  6. Write the subject of the training email in the Subject field.
  7. Set an email template as ‘active’ if you’d like to use it for future training emails.

    NOTE:

    Set as Organization Email Template

    to use this email template for all Safety System Administrators and Supervisors within the organization’s account.
    Select 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 specified email template (with specified contact information or specific program name) rather than an email template intended for the entire organization.
  8. Create the message in the Message field.

    NOTE: The Control Panel will automatically generate a greeting of “Hello ____,” and autofill the user’s name. A training link will be automatically generated at the bottom of the email.

  9. Click Save Email.

After creating a new email template, we recommend sending yourself Sexual Abuse Awareness Training to ensure that the email looks right. There is no charge for testing the email template, as the account is charged a training fee only when the quiz is completed.

To change the contact information on the default template:

  1. Click Awareness Training in the left-hand toolbar.
  2. Click Email Templates in the submenu on the left-hand toolbar.
  3. Click the blue Edit by the default email template.
  4. Name the email template in the Contact Name field. This name is for internal use only and will not be seen by trainees.
  5. Select the email address you would like the email to come from in the Send From field.
  6. Write the subject of the training email in the Subject field.
  7. Click Save Email.
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