Message Templates

The Absorb LMS issues automatic emails and system notifications based on action triggers. These communications are referred to as Messages. For example, enrolling in a Course often triggers an automatic enrollment message to be sent to LearnersMessage Templates can be customized; allowing you to configure text, images, and linked assets.

 

Message Templates Report

Message Templates can be found in the Message Templates Report. In this report, you can select the Message Template that you would like to edit.

Navigate to the Message Templates Report from the Setup tab on the left. From this page Admins can:

  • Edit a Message Template
  • Reset a Message Template
  • Add filters and columns in order to customize the report layout

Navigate to Message Templates Report.gif

 

Send to Administrators Toggle Consideration

When the Send to Administrators toggle is enabled, messaging will not be sent to Administrators with User Management permissions set to All.

Custom Attribute Tip

The Custom data column is useful to identify which Message Templates have been edited. We recommend creating a Saved Layout with the filter Custom = Yes in order to quickly administrate the Message Templates which your organization has customized.

 

Basic Message Template Customization

Each Message Template has its own default message which can be customized to match your organization's nomenclature and branding preferences. The Reset Template button provides a quick and easy way to return a Message Template to its default state.

Follow these steps to edit a Message Template:

Navigate to Edit Message Template.gif

 

Advanced Message Template Customization

Several text fields in Absorb LMS allow for advanced text formatting by editing their HTML source directly. This includes things like Message Templates, Course descriptions, etc. Using inline styles you are able to change the color, font, size, and alignment of your text among other things.

It is important to note that while admins have access to the majority of the HTML in each Message Template, more advanced editing such as adding external CSS stylesheets, JavaScript, and other customization which require access to the full body are not available here.

 

How to Use the HTML Editor

Not all email coding is compatible with Absorb's Message Template editor. If an HTML error is received within an email, it could be that the content within the Message was created using bad HTML coding. Creating it within incorrect HTML code could cause the email to fail entirely. Absorb does validate HTML code on emails. We recommend using the WYSIWYG editor or someone that has experience with using HTML code.

  1. Using the New User Message Template as an example, when editing your Message Template you will see the tool bar at the top of the Body text editor. First select the Icon.png icon on the top right:New User Email Screenshot2.png
     
  2. This will expand the text editor, select the first icon on the right, . This will allow you to edit the Message's HTML source. When you select this icon you will see the following:html.png
     
  3. In the HTML editor you have the ability to input inline HTML styles to format things like font type, color, size, etc. As you can see from the template shown above, a number of inline styles have been applied in order to utilize different fonts, colors, formatting, and images.

    For more information about inline styles, we have found w3schools.com to be a fantastic resource.

 

HTML Best Practices

If you are customizing your Message Template with custom HTML, there is an additional set of considerations that may interact with email deliverability. The following article discusses best practices for editing the HTML of a Message Template, as well as approved attributes or tags:

 

Message Template Fields

It is possible to use Message Template Fields to modify a Message Template. More information about this process is available in this dedicated article on the topic:

 

Message Template Types

Message Templates can be customized in order to include information and branding which is important to your organization. Below please find a list of the most common Messages, a description of what information they provide, and which fields are available to be used in that Message.

 

Template Name Description Available Fields
Approval Denied 

 

This Message is automatically sent to a Learner when their enrollment to an Online Course, ILC, Course Bundle, or Curriculum is denied by the Approver.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date 
  • Job Title
  • Course Name
  • Custom Fields 
Approval Pending

This Message is automatically sent to a Learner when they enroll into an Online Course, ILC, Course Bundle, or Curriculum is which requires Approval.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Custom Fields
Approval Request

This Message is automatically sent to the Approver when a Learner enrolls into an Online Course, ILC, Course Bundle, or Curriculum which requires Approval.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Course Name
  • Company Name
  • Company Phone
  • Company Email
  • LMS Name
  • Date
  • Department
  • Approval Link
  • Deny Link
  • Learner First Name
  • Learner Middle Name
  • Learner Last Name
  • Learner Email Address
  • Learner Phone Number
  • Learner Username
  • Learner Department
  • Custom Fields 
Certificate Expiry 

This Message is automatically sent to a Learner a month before their Certificate is set to expire.

 

This Message can only be customized by a System Admin.

 

Note: If a Certificate's expiration date is manually adjusted in-app, the email will still deploy a month before the the Certificate's original expiration date.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Certificate Expiry
  • Custom Fields 
Course Bundle Enrollment 

This Message is automatically sent to a Learner when they enroll or are enrolled in a Course Bundle.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Courses
  • Course Name
  • Enrolled Date
  • Expiry Date
  • Custom Fields
  • Course URL
Course Due Date  

 

This Message is automatically sent to a Learner when the Due Date to complete an Online Course, Curriculum or Course Bundle has been reached.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Custom Fields
  • Course URL
Course Nudge

This Message is automatically sent to a Learner based on the Nudge feature settings configured in an Online Course or Curriculum. Nudges are used to remind a Learner to complete an Online Course or Curriculum.


The cadence of this Message is configured in Courses > Edit Course/Curriculum > Messages > Send Nudge Email. It can be configured at the Course level to begin sending Nudge Emails on a specific day or the Learner's enrollment date.


This Message can be customized by Admin.

 

Note: When a Course's due date lapses, Nudge Emails will continue to send on their set cadence until the configured number of Nudges has been reached, or the Course is completed.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Start Date
  • Expiry Date
  • Due Date
  • Custom Fields
  • Course URL
Curriculum Completed

This Message is automatically sent to a Learner when all the completion requirements of a Curriculum are met.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Department Image
  • Date
  • Job Title
  • Course Name
  • Certificate Expiry
  • Expiry Date
  • Date Completed
  • Curriculum ID
  • Competencies
  • Recommended Course List
  • Custom Fields
Curriculum Enrolled

This Message is automatically sent to a Learner when they enroll or are enrolled into a Curriculum.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Certificate Expiry
  • Expiry Date
  • Date Completed
  • Curriculum ID
  • Competencies
  • Custom Fields
Enrollment Key 

This Message is automatically sent to a Learner when an Admin triggers it by selecting Send Enrollment Key Instructions in Users > Enrollment Keys.

 

This Message can only be customized by a System Admin.

  • Key Name
  • Courses
  • Total Seats
  • Used Seats
  • Remaining Seats
  • Company Name
  • Company Phone
  • Company Email
  • LMS Name
  • Date
  • Department
Instructor Led Course Completed 

This Message is automatically sent to a Learner they their attendance is marked for a Session, which completes the Instructor Led Course.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Certificate Expiry
  • Competencies
  • Custom Fields
Instructor Led Course Enrollment

This Message is automatically sent to a Learner they enroll or are enrolled into an Instructor Led Course.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Course ID
  • Start Date
  • Expiry Date
  • Custom Fields
  • Course URL
Instructor Led Course Failed

This Message is automatically sent to a Learner when an Instructor or Admin marks a Learner as failed for an Instructor Led Course.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Custom Fields
Mandatory Course Digest Email

This Message is automatically sent to a Learner when an Admin enables the Email Digest for a specific Learner, or a Group or Department that the Learner is in. 

 

This Message can be customized by Admin.

 

Important Note: Due to Deep Link encoding requirements for IDP initiated SSO, clients using IDP SSO will need to have their Users already logged in to Absorb for links in this Message Template to work as expected.

  • First Name
  • Last Name
  • Digest Time Frame
  • Digest Send Date
  • Mandatory Courses List
  • Company Name
  • Company Email
  • Cadence
Marked as Absent

This Message is automatically sent to Users when they're marked as Absent for a Session, if the Message is enabled at the Instructor Led Course level.

 

This Message can be customized by an Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • LMS Link
  • Admin LMS Link
  • Company Name
  • Company Phone
  • Company Email
  • Department Image
  • Date
  • Course Name
  • Course URL
  • Session Name
  • Session Link
  • Session Location
  • Session Description
  • Instructors
  • Session Start Date
  • Session Time
  • Session End Date
  • Classes
  • Meeting Url
  • Waitlist Expiry in Hours
  • Custom Fields
New User

This Message is automatically sent to a new User, if that User has the Send New User Email checkbox selected when created.

 

This Message can be customized by an Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
New User Activation

This Message is automatically sent to a new User who signs up via Enrollment Key, if the New Users Are Required To Validate Their Email toggle is enabled under Portal Settings > Users. Note that when Users first access the LMS after activating their account from this Message, it's not counted towards the Login total in the Logins Report.

 

This Message can be customized by an Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Department Image
  • Date
  • Job Title
  • Set Password Link
  • Custom Fields
     
Online Course Completed

This Message is automatically sent to a Learner when all the completion requirements of a Online Course are met.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Department Image
  • Date
  • Job Title
  • Course Name
  • Exam Score
  • Exam Attempts
  • Certificate Expiry
  • Date Completed
  • Expiry Date
  • Competencies
  • Recommended Course List
  • Custom Fields
Online Course Enrollment 

This Message is automatically sent to a Learner when they enroll or are enrolled into an Online Course.

 

This Message can be customized by Admin.

 

Note: This Message will not send if Users are enrolled into a Course before it's been made active, or if the message was not enabled at the Course level at the time of enrollment.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Start Date
  • Expiry Date
  • Due Date
  • Course Id
  • Custom Fields
  • Course URL
Online Course Failed

This Message is automatically sent to a Learner they complete an Online Course but fail to meet the grade requirements.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Custom Fields
Password Reset

This Message is sent to any User when they select the Forgot Password link on the Login page of the Learner Interface. It is also sent when an Admin manually sends it through the Users Report.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Reset Password Link
  • Custom Fields
Payment Approved

This Message is automatically sent to a Learner when their E-Commerce transaction has been approved by the Payment Gateway.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Custom Fields
Receipt with Subscription

This Message is automatically sent to a Learner when their transaction has been approved, and if they have Subscriptions enabled on their Portal.

This Message can only be customized by a System Admin.

 

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Department Image
  • Date
  • Job Title
  • Transaction ID
  • Transaction Date
  • Payment Type
  • Billing First Name
  • Billing Last Name
  • Billing Address
  • Billing City
  • Billing Province/State
  • Billing Country
  • Billing Postal Code
  • List of Purchased Courses
  • Sub Total
  • Discount
  • Total Amount
  • Currency
  • Key Name
  • Link
  • Tax for Country
  • Country Tax
  • Tax for Province
  • Province Tax
  • Custom Fields
Session Enrollment

This Message is automatically sent to a Learner when they enroll or are enrolled into an ILC Session.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Expiry Date
  • Course Id
  • Session Location
  • Meeting URL
  • Session Name
  • Instructors
  • Session Description
  • Session Start Date
  • Session Time
  • Session End Date
  • Classes
  • Custom Fields
  • Course URL
Session Full

This Message is automatically to a Learner when they're on a Waitlist for a Session that's about to start, and there were no available spots for the Learner. At this point, the enrollment is removed from the system as well.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Session Location
  • Session Start Date
  • Expiry Date
  • Custom Fields
  • Course URL
Session Reminder

This Message is automatically sent to a Learner to remind the Learner that they have an upcoming Class to attend.

 

The cadence of this Message is configured at the Course level in Courses > Edit Instructor Led Course > Messages > Send Nudge Email. It can be configured at the Course level to begin sending Nudge Emails on a specific day or the Learner's enrollment date.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Certificate Expiry
  • Expiry Date
  • Session Name
  • Session Location
  • Meeting URL
  • Session Description
  • Session Start Date
  • Session Time
  • Session End Date
  • Classes
  • Custom Fields
  • Course URL
Session Updated

This Message is automatically sent to a Learner when the date or time of an upcoming Class which they are enrolled into has been changed.

 

This Message can be customized by Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Expiry Date
  • Course Id
  • Session Location
  • Meeting URL
  • Session Name
  • Instructors
  • Session Description
  • Session Start Date
  • Session Time
  • Session End Date
  • Classes
  • Google Calendar Links
  • Course URL
Task Notification

This Message will send to an Admin when a Learner indicates a Task is ready for review for a Course. The Admin who receives this message is determined by User Permissions relative to the Learner's Department.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Learner Username
  • Learner First Name
  • Learner Last Name
  • Department
  • LMS Link
  • Admin LMS Link
  • LMS Name
Waitlist

This Message is automatically sent to a Learner that has attempted to enroll into an ILC Session which has already reached max capacity and has a Waitlist enabled.

 

This Message can only be customized by a System Admin.

  • First Name
  • Last Name
  • Middle Name
  • Email Address
  • Phone
  • Username
  • Department
  • LMS Link
  • Admin LMS Link
  • Company Name
  • Company Phone
  • Company Email
  • Date
  • Job Title
  • Course Name
  • Session Location
  • Session Start Date
  • Expiry Date
  • Custom Fields

 

Customizing Templates Per Department

All Message Templates include fields which will automatically populate with data from your LMS. The Company Name, Email Address, and Phone Number fields can be configured to be populated based on a Department, rather than your Portal Settings information.

While it is not currently possible in Absorb LMS to have the wording in individual message templates custom tailored for specific Departments, it is possible in this way to tailor your Messages based on Department information. 

Follow these instructions to add specific field data to your Departments:

Enable Use Department Contact Details Toggle.gif

  1. Navigate to Departments from the Users tab on the left, select the Department that you would like to edit, then select edit from Edit Department menu. The following steps are the same when creating a new Department.
  2. Expanding the Department tab and toggle ON Use Department Contact Details. This will expand options below the toggle.
  3. Enter the Department specific details for Company Name, Email Address, Phone Number.

    The details entered here will be populated into the following three variables in a Message Template for any Users in this Department. 

    • {{CompanyName}}
    • {{CompanyEmail}}
    • {{CompanyPhone}}

Enable Use Department Contact Details Toggle Screenshot.png

 

Learner Facing Templates

Some Message Templates can be customized to send to Learners, Admins or Supervisors. The ability to select what User type messaging is sent to varies from Message Template to Message Template, and clients should check individual templates in question via the Message Templates Report to verify what options are available for it. It may be valuable when setting up your Portal, or implementing a new brand design that you update the Message Templates a Learner will be interacting with most often.

The following list contains Message Templates that are Learner facing:

  • Approval Denied
  • Approval Pending
  • Certificate Expiry
  • Course Bundle Enrollment
  • Course Comment Reply
  • Course Due Date
  • Course Nudge
  • Course Upload Approved/Declined
  • Curriculum Completed
  • Curriculum Enrollment
  • Enrollment Key
  • External Training Approved/Declined
  • Instructor Led Course Completed
  • Instructor Led Course Enrollment
  • Instructor Led Course Failed
  • New Learner Conversation Message
  • New User
  • New User Activation
  • Online Course Completed
  • Online Course Enrollment
  • Online Course Failed
  • Password Reset
  • Payment Approved
  • Receipt
  • Session Approval Pending
  • Session Approval Request
  • Session Enrollment
  • Session Full
  • Session Reminder
  • Session Updated
  • Waitlist

 

Related Admin Roles & Permissions

Below are the required role permissions Admins will need to view and/or modify Message Templates within the LMS and the suggested role permissions Admins may want to have in combination of what is required.

Please note that your environment may use customized roles, permissions, or a combination of both to perform these activities. If you have questions or need assistance, please contact your local System Admin to review your current permissions.



 

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