Objective
Upon Completion of this KB the User will be able to Create / Add Template to the Communication module
Assumptions
- The User has the minimum required level to access the Provider tab and an understanding that making changes within this section has system wide implications.
- The user has an understanding of the Australian Tertiary Education System.
Key terms and concepts
Merge Fields Within Communication Templates | Brief Overview |
---|---|
{email_from} | This is the email address of the sender |
{email_from_first_name} | This is the first name of sender (blank if the sender is a provider) |
{email_from_last_name} | This is the last name of sender (blank if the sender is a provider) |
{url_read_tracker} | This is a 1 pixel image that, when added to an email, will upon opening of the email by the receiver will mark the email as open within the system |
{email_first_name} | Student / Receiver's first name |
{em ail_last_name} | Student / Receiver's last name |
{email_subject} | The communication event/email subject |
Field Name | Brief Overview |
---|---|
Category |
|
Data Resource Name | The template name as determined by the institution or the staff member who created it |
Data Resource number | System allocated reference number allocated to each template |
Purpose |
|
Status |
|
Please note: It is not currently possible to add additional fields to this feature
Workflow
How to Add / Create a Template for the Communication Module
- Click on the Provider tab in the Side menu
- Click on the Add Content Button in the Side Menu
- Select the Purpose from the Drop box
- Select the Category from the Drop box
- Enter the name of the template into the Data Resource Name field
- Using the Merge Fields from the table above create the template in the Data field. This is the main body of the email template.
- Select the status of the Template from the drop box
- Select the minimum permission level required to use this template from the drop box
- Name the template in the Template Name field
- Click on the Save Data Resource Button
Further reading
How to Search for a Communication event Template
How to Edit a Communication event Template
How to Send a Communication Event Email
How to Create a Bulk Student list for Communication events