First, check with your Customer Success Manager so they can ensure you have access to set this up.
Go to Email Notifications > Create template email and complete the following:
Domain: Select your staff domain
Code: This is only visible to admins – this can be the initial email or the chaser email
Subject: Fill in the subject of the email Default sender: firstname.lastname@example.org is the default sender you can put email@example.com and your whitelisting should cover it – if you would like to use an internal email address please check this with your IT desk as they’re might be issues with emails getting blocked for spoofing Default sender: firstname.lastname@example.org – this is the address we use to track automatic replies and bounce backs
Message: Insert the email wording that you wish to use.
Below is a list of code that will be auto filled depending on account attributes
[firstname] – first name as per attributes
[lastname] – last name as per attributes
[username] – username as per attributes
[password] – password as per attributes
[input1] – this can be used in manual emails for a free text option
[input2] – if you have used [input1] you will need to use [input2] for the second free text and so on
[mandatory_assignments] – can be used in manual and invitation emails and this coding will show the training modules assigned and the corresponding deadlines
[user:attribute_code] - this code can be used to add any user attribute to an email template. eg. [user:location] will add the user's location from their attributes.
[no_login_details] - to be used when you do not want the username and password to show up - this ideally is used in escalation emails and with clients that have SSO set up
Priority: Select as needed – default is 3. Normal
Click on Create to save your template