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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 TemplatesBrief 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 NameBrief Overview
Category
  • Template
  • Student
  • Academic
  • General
Data Resource NameThe template name as determined by the institution or the staff member who created it
Data Resource numberSystem allocated reference number allocated to each template
Purpose
  • Email Template
  • Transition Template
  • Commitment Template
  • Assessments
Status
  • Deactivate
  • Deleted
  • Final Draft
  • Initial Draft
  • In Progress
  • Published
  • Revised Draft


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

  1. Click on the Provider tab in the Side menu
  2. Click on the Add Content Button in the Side Menu
  3. Select the Purpose from the Drop box
  4. Select the Category from the Drop box
  5. Enter the name of the template into the Data Resource Name field
  6. Using the Merge Fields from the table above create the template in the Data field. This is the main body of the email template.
  7. Select the status of the Template from the drop box
  8. Select the minimum permission level required to use this template from the drop box
  9. Name the template in the Template Name field
  10. 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


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