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 Learners. Message 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
Message Templates and Languages
Message Templates are all labelled in the Message Templates Report using their English name in the Type column. This is for consistency, so each Message has the same Type value in the report for all of the Languages in which it is available.
The Language a Learner receives a Message in is determined by a number of factors, and is based on a hierarchy. That hierarchy is defined below (1 being the highest priority, with 3 being the lowest):
- If a Template is configured on the item itself (ex. Course -> Send Enrollment email -> Use Custom Template), enabled Messages on the course will be sent in the language that Custom Template is configured with
- If there is no Template configured on the Course level, the LMS will look for the following, in descending order by priority:
- English (if customized)
- Matches Course Language
- Matches User Profile Language
- Matches Portal Default Language
- If no Custom Message Templates exist matching the above parameters, a Default Message Template provided by Absorb will be sent, in descending order by priority:
- Matches Course Language
- Matches User Profile Language
- Matches Portal Default Language
- English
Report Data Fields
You can customize this report to provide information on any of the data points listed below, with default columns marked by an asterisk (*). Be mindful that opening a report may also bring up a favorite Saved Layout, or a shared default organizational report layout.
Data Column | Description |
Custom* | This column displays the binary answer of whether the default version of the Message Template has been edited and saved by an Admin. |
ID |
This column displays the unique identifier automatically generated by the LMS for the Message Template. This value distinguishes Message Templates from one another. |
Language* | This column displays the Language that the Message Template has been composed in. |
Send to Administrators |
This column displays the binary answer of whether the Message Template is configured to be sent to portal Administrators (Admins). In this context, Administrators means all Users who have an Admin role, with permissions to view the designated User's Department or Group.
If ON = The value will display as Yes. Administrators will receive this Message Template. If OFF = The value will display as No. Administrators will not receive this Message Template. |
Send to Supervisor |
This column displays the binary answer of whether or not the Message Template has been configured to be sent to a User's Supervisor. A Supervisor is a User who is populated in the designated User's Supervisor field in their User Profile. If ON = The value will display as Yes. Supervisors will receive this Message Template. If OFF = The value will display as No. Supervisors will not receive this Message Template. |
Type* | This column displays the name of the Message Template. |
Report Actions
When you have selected a single Message Template from the Message Templates Report, you can perform the following actions:
Action | Description |
Edit Template | This button will launch a workspace to view and edit the selected Message Template. |
Reset to Default |
This button will erase any previously saved changes made to the Message Template and restore it back to Absorb's default configuration. Any customization made to the Message Template will be removed. The Admin will be prompted to confirm that they would like to perform this action. This action cannot be reversed. |
Deselect | This button will clear any Message Template selection made by the Admin in the Message Templates Report. |
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:
- Select Message Templates from the Setup tab on the left of the Admin Interface.
- Filter the report as needed and select the Template that you would like to edit.
- Select Edit Template from the Actions menu on the right. This will open the Edit Message Template menu.
-
Every Message Template has a default Subject and Body. You are able to edit the Message Template Subject and Body to customize them to your organization's preferences. Please see the example screenshot below of a customized New User Message Template:
When uploading an image, be sure to select Public visibility. Private visibility restricts the images to be viewable only to logged in Users, so they won't be viewable when a User is reading the Message from their external email inbox.
Message Template Elements Breakdown
Element | Description |
Heading |
Located at the top of the page, this portion of the Admin Interface lists both the name of the Message Template being edited, as well as the selected language. |
Subject | This field populates the Subject line of the email. |
Body |
This section is Absorb's built-in text editor that the Admin can use to update the content of the Message Template. The text editor provides the ability to format the text, add images, add links and add tables. Tables can be useful when trying to organize the Message with both images and texts. The Admin can also use HTML by selecting the Source Code option, <>, in the section on the right of the text editor. When the 3 vertical dots are selected, the Source Code will be presented. In this section, there are options to undo what was last added to the message content, redo what was last removed from the Message content, and a list of all available shortcuts in the ? icon. |
Fields |
Fields are the expandable list of available data variables at the bottom of the text editor. The Admin can use these values to customize the message for the User. The fields will populate values that apply to the specific User receiving the email (refer to Message fields below). The field can be added to the Subject line or within the Body of the Message. Click and drag the field to where it should be placed within the Message. These fields can be easily deleted if the values are not relevant to your organization. |
Send to Learner |
This toggle determines whether or not emails created using the Message Template will be sent to a Learner or not. All Message Templates will be defaulted to On, but the Admin can choose to turn it to Off. This option is a great way to ensure Users never receive this Message Template type or a way to focus communication to just Supervisors and/or Administrators.
|
Send to Administrators |
This toggle determines whether or not emails created using the Message Template will be sent to an Administrator or not. All Message Templates will be defaulted to Off, but the Admin can choose to turn it to On. Administrators are all Admins who have the ability to see the designated User's Department and/or Group.
|
Send to Supervisor |
This toggle determines whether or not emails created using the Message Template will be sent to a Supervisor or not. All Message Templates will be defaulted to Off, but the Admin can choose to turn it to On. The Supervisor is the User who is populated in the designated User's Supervisor field of their User Profile.
|
Reset Template |
This button will erase any previously saved changes made to the Message Template and restore it back to Absorb's default configuration (which the Admin will be prompted to confirm). Any changes made when creating the custom Message Template will permanently be removed from the Message Template (and the LMS). Once this is performed it cannot be recovered. |
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.
- 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 on the top right:
- 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:
-
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
Message Template fields are a way to personalize the Message Template. The fields included in the Message Template will pull through specific information about the User and/or their activity in the LMS. Please find a list of all available fields, a description of what information they provide, and which Message Templates they are available in below.
Field | Description | Message Templates |
Absorb Create Shared Link |
The link to an eLearning course that is created in the Absorb Create authoring tool. Note: This is related to the Absorb Create content authoring tool available for purchase. |
Only in:
|
Admin LMS Link |
A URL that directs to the Login page of the Admin Interface so that the recipient Admin can log in directly. |
Not in the following:
|
Admin Task Report Link |
A URL that directs to the Tasks Report in the Admin Interface. |
Only in:
|
Approver First Name |
The recipient Approver's First Name as defined in Edit User > General > First Name. |
Only in:
|
Approver Last Name | The recipient Approver's Last Name as defined in Edit User > General > Last Name. |
Only in:
|
Approval Link | A URL that allows the Approver to approve the Learner's associated enrollment request. |
Only in:
|
Billing Address | The value populated in the Billing Address field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Billing City | The value populated in the Billing City field of the billing information on a purchase made in the LMS. |
Only in:
|
Billing Country | The value populated in the Billing Country field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Billing First Name | The value populated in the Billing First Name field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Billing Last Name | The value populated in the Billing Last Name field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Billing Postal Code | The value populated in the Billing Postal Code field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Billing Province/State | The value populated in the Billing Province/State field of the billing information on a purchase made using E-Commerce. |
Only in:
|
Certificate Expiry | The calendar date and time of the Certificate's expiration, as defined in Edit Course > Completion > Certificate. |
Only in:
|
Classes | The calendar date, time, and Venue of the Instructor-Led Course Session. |
Only in:
|
Company Email | The email address for the Portal as defined in Portal Settings > Info > Email Address. |
Not in the following:
|
Company Name | The company name for the Portal as defined in Portal Settings > Info > Company Name. |
Not in the following:
|
Company Phone | The phone number for the Portal as defined in Portal Settings > Info > Phone. |
Not in the following:
|
Competencies | The name of the Competencies earned upon the completion of training, as defined in Edit Course > Completion > Competencies. |
Only in:
|
Conversation Link | A URL that will direct the Learner to the conversation another Learner has started. |
Only in:
|
Course URL | This option will display the direct link to the Course, making it easier for Learners to find the Course associated with the email. |
Only in:
|
Country Tax | The value populated in the Tax Rate field of the User's Country, as defined in Portal Settings > eCommerce Settings > Tax Rates. |
Only in:
|
Course Comment | The new Learner Comment that was submitted to a specific Course. This feature can be enabled in Edit Course > Social > Allow Comments. |
Only in:
|
Course Comment Link | A URL that will direct the User to the full comment history on the defined Course. This feature can be enabled in Edit Course > Social > Allow Comments. |
Only in:
|
Course ID | The Online Course ID created automatically by the LMS when the defined Online Course was created. This is a unique identifier for the Online Course. |
Only in:
|
Course Name | The name of the Online Course, as defined in Edit Course > General > Title. |
Only in:
|
Course Upload Name | The name of the Course Upload as defined in Edit Course > Course Uploads > Label. |
Only in:
|
Course Reply Comment | New reply by a Learner to the Course Comments posted to the defined Course. |
Only in:
|
Courses |
The name of the Courses included in the defined Course Bundle. or The name of the Courses that can be used with an Enrollment Key. |
Only In:
|
Creator First Name |
The first name of the content creator as defined in Edit User > General > First Name. Note: This is related to the Absorb Create content authoring tool available for purchase. |
Only In:
|
Creator Last Name |
The last name of the content creator as defined in Edit User > General > Last Name. Note: This is related to the Absorb Create content authoring tool available for purchase. |
Only In:
|
Currency | The type of currency used in the related transaction as defined in Portal Settings > Manage E-Commerce Settings > Settings > Default Currency. |
Only In:
|
Curriculum ID | The Curriculum ID created automatically by the LMS when the defined Curriculum was created. This is a unique identifier for the Curriculum. |
Only In:
|
Date | The date and time the Message was triggered and sent. |
Not in the following:
|
Date Completed | The calendar date and time that the Learner completed all requirements within the training. |
Only In:
|
Deny Link | A URL that allows the recipient Admin to deny the defined Learner's enrollment request. |
Only In:
|
Department | The recipient User's Department as defined in Edit User > General > Department. |
Not in the following:
|
Department Image |
The value set for Message Template image is displayed for the recipient’s Department. If no value is set for the recipient’s Department, the Parent Department is used (this check is done through the hierarchy up to and including the root Department). |
Not in the following:
|
Discount | The discounted dollar amount on a transaction made using E-Commerce. |
Only In:
|
Due Date |
The date that Course completion is due for a Learner as defined in Edit Course > Availability > Due Date. |
Only In:
|
Edit Online Course Link | A URL directing the recipient Admin to the edit Course menu for the defined Course. |
Only In:
|
Enrolled Date | The calendar date and time that the Learner enrolled or was enrolled into the defined training. |
Only In:
|
Exam Attempts | The total number of Assessment attempts for the defined Learner in the defined Online Course. |
Only In:
|
Exam Score | The score obtained by the defined Learner in the defined Online Course Assessment. |
Only In:
|
Expiry Date | The date that the Learner will no longer have access to the defined training. It must be completed before this date. The Expiry Date is defined in Edit Course > Availability > Expiration. |
Only In:
|
File Path | The File Path within the File Manager for the defined CSV file uploaded using the User Import feature. |
Only In:
|
First Name | The recipient User's First Name as defined in Edit User > General > First Name. |
Not in the following:
|
Google Calendar Links |
A link to create a calendar event in the recipient's Google Calendar. This feature can be enabled by a System Admin in Portal Settings > Info > Enable Google Calendar Session Emails |
Only In:
|
Instructors |
The First Name and Last Name of the Instructor(s) assigned to the ILC Session as defined in Edit User > General > First Name & Last Name. |
Only In:
|
Job Title | The recipient User's Job Title as defined in Edit User > Employment Details > Job Title. |
Not in the following:
|
Key Name | The name of the Enrollment Key as defined in Edit Enrollment Key > General > Name. |
Only In:
|
Last Name | The recipient User's Last Name as defined in Edit User > General > Last Name. |
Not in the following:
|
Learner Department | The associated Learner's Department as defined in Edit User > General > Department. |
Only In:
|
Learner Email Address | The associated Learner's Email Address as defined in Edit User > General > Email Address. |
Only In:
|
Learner First Name | The associated Learner's First Name as defined in Edit User > General > First Name. |
Only In:
|
Learner Last Name | The associated Learner's Last Name as defined in Edit User > General > Last Name. |
|
Learner Middle Name | The associated Learner's Middle Name as defined in Edit User > General > Middle Name. |
Only In:
|
Learner Phone Number | The associated Learner's Phone Number as defined in Edit User > Contact Information > Phone. |
Only In:
|
Learner Username | The associated Learner's Username as defined in Edit User > General > Username. |
Only In:
|
Link | A URL that will direct the Learner to the Course they just purchased using E-Commerce. |
Only In:
|
List of Purchased Courses | The names of the trainings that the Learner purchased using E-Commerce. |
Only In:
|
LMS Link |
A URL which directs the User to the Learner Dashboard Login page.
Note: If you have Department specific URL Routes, this link will populate with the URL associated to the User's Department. |
Not in the following:
|
LMS Name | The name of the LMS Portal as defined in Portal Settings > Info > LMS Name. |
Not in the following:
|
Meeting URL | The URL of the associated ILC Session's virtual Venue, as defined in Edit Venue > URL. |
Only In:
|
Middle Name | The recipient User's Middle Name as defined in Edit User > General > Middle Name. |
Not in the following:
|
Payment Type | The type of payment used to complete the associated transaction made using the E-Commerce feature. |
Only In:
|
Phone | The recipient User's phone number as defined in Edit User > Contact Information > Phone. |
Not in the following:
|
Proctor Code |
The code the recipient Proctor must input to approve a Learner to take the associated Assessment. This feature is enabled in Edit Course > Syllabus > Proctor. |
Only In:
|
Province Tax |
The tax defined for the Learner's Province/State. Taxes are defined in Portal Settings > Manage E-Commerce Settings > Tax Rates |
Only In:
|
Remaining Seats | The total remaining uses available for the associated Enrollment Key as defined in Edit Enrollment Key > General > Number of Uses. |
Only In:
|
Reviewer Link | A URL that directs the recipient Reviewer to their LMS login page. |
Only In:
|
Reset Password Link | A URL that directs the recipient User to a page where they can reset their password. |
Only In:
|
Sender First Name |
The first name of the Learner who has sent a message using the Conversations feature. Their first name is defined in Edit User > General > First Name. |
Only In:
|
Sender Last Name | The last name of the Learner who has sent a message using the Conversations feature. Their first name is defined in Edit User > General > Last Name. |
Only In:
|
Session Address | The address of the associated ILC Session's Venue, as defined in Edit Venue > Address. |
Only In:
|
Session Description | The description of the associated ILC Session as defined in Edit Session > Details > Description. |
Only In:
|
Session End Date | The end date and time of the associated ILC Session as defined in Edit Session > Details > Class End Date and Time. |
Only In:
|
Session Location | The name of the associated ILC Session's Venue, as defined in Edit Venue > Name. |
Only In:
|
Session Name | The name of the associated ILC Session as defined in Edit Session > Details > Title. |
Only In:
|
Session Start Date | The start date and time of the associated ILC Session as defined in Edit Session > Details > Class Start Date and Time. |
Only In:
|
Session Time | This field displays the value populated in the Time field of the ILC Session. |
Only In:
|
Start Date | This field displays the calendar date and time that the User was enrolled in the training. |
Only In:
|
Submission Title | The Course Name entered into the associated External Training Form submitted by a Learner. |
Only In:
|
Subtotal | The subtotal amount on a transaction made using E-Commerce. |
Only In:
|
Task | The name of the Task the associated Learner has confirmed as ready to complete. |
Only In:
|
Tax for Country | The tax defined for the associated Learner's country. Taxes are defined in Portal Settings > Manage E-Commerce Settings > Tax Rates. |
Only In:
|
Tax for Province | The tax defined for the associated Learner's Province/State. Taxes are defined in Portal Settings > Manage E-Commerce Settings > Tax Rates. |
Only In:
|
Template Name | The name of the associated External Training Template as defined in Portal Settings > Manage External Training Templates > Edit External Training Template > General > Name. |
Only In:
|
Total Amount | The total cost of the associated purchase made using E-Commerce. |
Only In:
|
Total Seats | The total number of uses for the associated Enrollment Key as defined in Edit Enrollment Key > General > Number of Uses. |
Only In:
|
Transaction Date | The date and time of completion for the the associated transaction made using E-Commerce. |
Only In:
|
Transaction Id | The automatically generated Transaction ID of the associated purchase made using E-Commerce. This is the unique identifier for the transaction. |
Only In:
|
Unfollow Course Comment Link | A URL which will direct the Learner to a page where they can stop all post and reply notifications from the associated Course Comment. |
Only In:
|
Used Seats | The total number of seats used for the associated Enrollment Key. |
Only In:
|
User Import Job Id | The automatic Import Job created when an Admin performs a User Import in the LMS. This is the unique identifier for that specific import. |
Only In:
|
User Import Reference Number | The automatic Import Reference Number created when an Admin performs a User Import in the LMS. This is also a unique identifier for that specific import. |
Only In:
|
Username | The recipient User's Username as defined in Edit User > General > Username. |
Not in the following:
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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.
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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.
This Message can be customized by an Admin. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
Session Full |
This Message is automatically to a Learner when they attempt to enroll into an ILC Session that has already reached max capacity and does not have a waitlist.
This Message can only be customized by a System Admin. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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:
- 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.
- Expanding the Department tab and toggle ON Use Department Contact Details. This will expand options below the toggle.
-
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}}
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.
Required Role Permissions
Role: Section Access | Permission(s) Needed |
Manage > Message Templates | View or Modify permission |
Suggested Role Permissions
Role: Section Access | Permission(s) Needed |
Courses > Instructor Led Courses | View or Modify permission |
Courses > Online Courses | View or Modify permission |
Courses > Course Bundles | View or Modify permission |
Courses > Curricula | View or Modify permission |
Courses > Messages | View or Modify permission |
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