Configuration - Notifications - Email Templates

When using the Accord LMS, hovering over information icons displays helpful tips.

Introduction

This article will briefly describe how to access Configuration - Notifications - Email Templates and lists the available settings and features.

Purpose behind Email Templates

The Email Templates section is where you can customize email notifications sent from the LMS, either to Learners or LMS Administrators. 

You can provide your own email template or use numbers of default email templates to build notifications which best suit your needs. 

You may include as many Tokens as needed, in order to populate your emails with dynamic and accurate information.

The Notifications page will allow you to manage Email Templates for your Accord LMS.

To Access Notifications - Email Templates

• After logging in with LMS Admin credentials, click on the Catalog tab.
• Ensure the proper Current Team is selected. Menu located lower-left of screen.
• Expand the Advanced tab and select Configuration.
• Click on the NOTIFICATIONS heading.

The Notifications Page will display.

Click the EMAIL TEMPLATES heading to open this panel.

Language: 

• Select the language for which the notification will be used. This will be based on the preferred locale selected for each user.

Type: 

• Using the dropdown menu, select an email notification type from the list supplied (covered more in-detail below). You can choose between Default templates or Custom templates.

Recipients: 

• Select the templates for each recipient type, Learners, LMS Administrators or Instructors.

Customize Template: 

• Checking this box will prompt an editor to display allowing you to customize templates.

Subject: 

• Type the subject text, including tokens to be used which will pull the required data from the LMS to auto-fill the email's notification subject line.

Body: 

• Type the body text, including tokens to be used to pull the required data from the LMS to auto-fill the body of the email notification.

Available Email Templates

Email Template Type: Access Code – Submit

• This will send notifications any time an Access Code is used (from the form in Learner Access Tab or HTTP Calls from other sources, Bulk Role Assignment, Bulk Learner Import).

• Recipients: Learners or LMS Administrators.

Email Template Type: Access Code - Expiration

• This will send notifications regarding the Expiration date of an Access Code, if it exists.
• Will only be sent to LMS Administrators.

Note: This Notification is based on Expiration Thresholds. You may choose a specific time period prior to expiration for notifications to be sent. For instructions on how to set Access Code expiration dates go to; 

Team Access Codes - Utilization and Expiration.

Email Template Type: Access Code - Utilization

• This will send notifications regarding utilization and limit warnings of Access Codes.
• Will only be sent to LMS Administrators.

Note: This Notification is based on Utilization Thresholds. You may enter specific values when notifications are sent. For instructions on how to set Utilization Thresholds go to; Team Access Codes - Utilization and Expiration. 

Email Template Type: Bulk Learner Import

• This will send notifications containing detailed information when Learners are Bulk Imported into the LMS (it is triggered from the 'Bulk Learner Import' section).
• Recipients: Learners or LMS Administrators.

Email Template Type: Bulk Learning Role Assignment - Assign New Roles

• This will send notifications regarding adding and revoking Security Roles and Team Memberships.
• Will only be sent to LMS Administrators.

Email Template Type: Bulk LMS Admin Import

• This will send notifications when a user is imported as an LMS Administrator.
• Will only be sent to LMS Administrators.

Email Template Type: Bulk Membership Assignment - Add Team Membership

• This will send notifications of Team Memberships Added while using the Bulk Learner Assignment feature.
• Will only be sent to LMS Administrators.

Email Template Type: Bulk Membership Assignment - Delete Team Membership

• This will send notifications of Team Membership Dropped while using the Bulk Learner Assignment feature.
• Will only be sent to LMS Administrators.

Email Template Type: Comments from Learner

• This will send notifications when Learners leave Comments when utilizing a Learning Element.
• Recipients: Learners or LMS Administrators.

Email Template Type: Conditions Satisfied

• This will send notifications when defined Conditions are satisfied for a given Learning Element (triggered by created attempts, including attempts created by LMS Administrators).
• Recipients: Learners or LMS Administrators.

Email Template Type: Due Date - Final Notice

• Will send third and final notice of the Learning Role Due/Expiration Date.
• Recipients: Learners or LMS Administrators.

Email Template Type: Due Date - First Notice

• Will send the first notice relating to a Learning Role Due/Expiration Date.
• Recipients: Learners or LMS Administrators.

Email Template Type: Due Date - Second Notice

• Will send the second notice relating to a Learning Role Due/Expiration Date.
• Recipients: Learners or LMS Administrators.

Email Template Type: Learner Count - Limit Warning

• This will send notifications when the Site Learner Count is close to reaching the maximum set limit as determined by your License (Threshold based).
• Will only be sent to LMS Administrators.

Email Template Type: Learning Element - Admin Enrollment

• This will send notifications of Learning Element Enrollments/Drops performed by LMS Administrators.
• Recipients: Learners or LMS Administrators.

Email Template Type: Learning Element - Learner Attempt

• This will send notifications of Learning Element Attempts performed by Learners.
• Recipients: Learners or LMS Administrators.

Email Template Type: Learning Element - Learner Enrollment

• This will send notifications of a Learning Element Enrollments/Drops performed by a Learner.
• Recipients: Learner or LMS Administrators.

Email Template Type: Maintenance Expiration

• This will send notifications that the Site License or Maintenance will Expire, based upon the set threshold.
• Will be sent to LMS Administrators Only.

Email Template Type: Report - Scheduled Delivery

• This will send notifications regarding the Scheduled Delivery of Reports.
• Will be sent to LMS Administrators Only.

Email Template Type: Session - Delete

• This will send notifications regarding any deletions of ILT/VILT sessions.
• Recipients: Learners or Instructors.

Email Template Type: Session - Registration Status Update

• Will send notifications when Waitlisted/Un-waitlisted Learners have Registered/Unregistered from ILT/VILT sessions.
• Recipients: Learners or LMS Administrators or Instructors.

Email Template Type: Session - Update

• Will send notifications of ILT/VILT session updates.
• Recipients: Learners or Instructors.

Email Template Type: Start Date - Final Notice

• Will send the third and final notice of a Learning Role Start/Begin Date.
• Recipients: Learners or LMS Administrators.

Email Template Type: Start Date - First Notice

• Will send the first notice relating to Learning Role Start/Begin Dates.
• Recipients: Learners or LMS Administrators.

Email Template Type: Start Date - Second Notice

• Will send the second notice relating to Learning Role Start/Begin Dates.
• Recipients: Learners or LMS Administrators.

Available Tokens

Use the supplied list of tokens when customizing email notifications. When required, various tokens will contain additional instructions.

• Click View next to Available Tokens to expand the full list.

• Click Update to save changes or Cancel to return to the top level Configuration page.

In Conclusion

Notifications - Email Templates is where you can establish various settings for how your Accord LMS processes various types of LMS email notifications. 

Related Articles

Direct Links to closely related articles are listed at upper right.