Objective, scope and limitations
This article aims to guide users with the rolesuper administratorin configuring the emails for e-learning courses, webinars, meetings, in-person courses and learning paths.
Process
To begin, go toGeneral settingsand select the optionEmails.
💡Note:It is important to note that the settings you define in these sections willapply by default to all new courses you create, according to their type. However, they can be modified manually within each course if you require.
1. Emails for On Demand courses (E-learning)
In this section you can configure the emails that collaborators will receive when enrolled in e-learning courses. On this tab, you can perform the following actions:
- Disable sendingof the email, if you do not wish to notify via this channel.
- Customize subject and bodyof the enrollment email and the reminder, adapting it to your company's communication tone.
- Add autocomplete fieldssuch as course name, collaborator name, start/end dates and course link. To insert them, place the cursor where you want and select the field; it will be inserted in brackets and automatically filled when sending the email.
2. Emails for webinar and meeting courses
Within this section, you will find the configuration for emails to participants and presenters of webinars and meetings.
Participants' email:The available actions are:
- Disable reminderssent 2 hours and 10 minutes before the event (although not recommended, since the webinar link is delivered exclusively by email).
- Edit subject and bodyof the email according to your organization's tone.
- Add autocomplete fieldssuch as course name, dates and event link.
Presenters:The available actions are:
- Disableinformational and reminder email.
- Configure the subject of the informational email: It is sent one day before with steps to join and run tests.Deactivating it is not recommended.
- Configure reminder email(30 minutes before): You can customize its subject and content.
3. Default surveys and emails for in-person courses
In this section you can configure theemailsthat collaborators will receive when enrolled in in-person courses, as well assurveysdefault for these courses. The available actions are:
- Automatic measurement:Enable this option so that when creating an in-person, e-learning or remote course, a satisfaction survey is automatically associated. You can select the desired survey (it must be previously created in the platform).
- Deactivation of base emails(invitation email to collaborators to respond to an instrument).
- Configuration of the subject and body of the emailsfor welcome messages, reminders and to other evaluators (in the case of transfer evaluations).
4. Emails for learning paths
In this section you can configure the emails that collaborators will receive when enrolled in learning paths. The available actions are:
- Disable sendingof the email, if you do not wish to notify via this channel.
- Customize subject and bodyof the enrollment email and the reminder, adapting it to your company's communication tone.
- Add autocomplete fieldssuch as learning path name, collaborator name, start/end dates, course table and learning path description. To insert them, place the cursor where you want and select the field; it will be inserted in brackets and automatically filled when sending the email.
📌Important: The platform automatically sends between 3 and 4 reminders every 2 business days to those who have not completed the course. This applies to all types of courses.
Example: A collaborator enrolled in an e-learning course will receive a base email on the day of enrollment and up to 4 reminders every 2 business days if they do not complete the course. The email will include variables like [nombre del curso] and [nombre del colaborador], which will be replaced automatically.
Related articles:
How to create a new learning path
How to create and configure an e-learning course
How enrollment and reminder emails work
Remember, if you need help you can contact us through our support channels.
We're happy to help!
🤖 This article was translated using artificial intelligence. View original article.