Create Session - Emails

This page enables administrators to configure the email settings for the session.

Troubleshooting Information

The following pages contain troubleshooting guides for using emails:

System Defaults

By default, all existing and new learning objects will have the System Defaults radio button checked. If checked:

  • All emails related to this learning object will be sent based on the active email templates in the main email administration area
  • Changes made to the templates in the main email administration area will apply to emails that have not yet been queued

Note: Changes to system emails made via the Email Management page will not apply to existing sessions which have the System Defaults email option selected. In order to affect changes to emails set for existing sessions, the Custom Emails option should be selected on the Emails step of the session creation process, and any changes should be made to the custom emails which become available on the page. Changes will only be affect newly-registered users; those already registered to the session will not see the changes.

No Emails

If checked, no emails will be sent in association with this training. Email actions that are bypassed with the selection of this option can be viewed in the Custom Email list displayed when the Custom Email option is selected. This list of emails, are the emails that will not be sent, when No Emails is the option selected. Note: It is important to understand that there are two types of emails: those triggered by a user's action, and those triggered by an object. It is for this reason that the No Emails option does not always mean no emails will be received by the user.

Custom Emails

Select the Custom Emails field to customize emails to this training. By default, triggers related to the selected training will be copied from the main Email Administration area. All emails related to this training will be sent based on the configured custom templates.

  • To see inactive emails, check Include Inactive Emails.
  • If an Email Trigger is not available in the Custom Email area, it will still fire (if set to do so) from the Main Email Administration area.
  • Changes made to the custom training emails will only apply to emails that have not yet been queue.
  • Both active and inactive templates will be copied down. Only the Active Email templates will fire in relation to this training request.
  • The Custom Emails area will not display until this option is selected. These Emails may then be edited, added or deleted as desired.
  • Future training related emails will fire appropriately based on the settings and templates created within the Custom Email selection.

See Email - Create.

Custom Emails - Calendar Options

When configuring custom emails for a session, Calendar Options can be configured for the following email triggers:

See Email Calendar Options.

Note: Changes made to custom email calendar settings only affect the event or session for which the custom emails are configured. The changes are not carried over to email settings in Email Management for the corresponding email trigger.

Save / Next

Click Save to save the session or Next to set Pricing for the session if applicable. See Create Session - Pricing.

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