To configure the emails the User must select which email wants to update. If the email templates are not configured, a default message for each language will be presented.
To configure an email template the user needs to select the template to edit:
After selecting the template, the User needs to select which template language wants to modify:
After selecting the language, the entire template will be updated by the selected language:
To change the email template the user can change:
- Email title – Title used to reference this email within the application.
- Email subject – Subject used when sending the email to the recipient.
- Email content – Email body used when sending the email to the recipient.
To persist the changes the user needs to press the Save button. The save button will only save that language for that email template.
Email content is edited in a WYSIWYG editor and for more information please check: https://ckeditor.com/docs/ckeditor4/latest/features/index.html
Digest Emails
Digest email is a Training Plans feature that allows the user to compile in a single email all the data needed to communicate to a recipient during a period.
To configure digest emails the user just needs to use the Begin and End block available in Email Tags to activate digest emails in that specific template.
Important: The templates Training Plan Task Assigned, Training Plan Task Due Date, Training Plan Task Approval Assigned, Training Plan Task Approval Due Date don’t support digest email. If is added the tags BEGIN.BLOCK and END.BLOCK, for these templates, the tags will appear in the email sent.
Example:
The user wants to communicate in a single email all the needs approved during a specific period (currently this period is configured to 1 week).
The initial step is to configure the email template to be able to deliver digest emails. To do so, the user must only include the BEGIN.BLOCK and END.BLOCK tags in the email template.
The tags will instruct the application to deliver this email as digest instead of single email.
The main differences between simple emails and digest emails are:
Single emails
- Will be delivered after action
- Will deliver 1 single action information
Digest emails
- Will be delivered in the days defined in the Email Configuration inside the Preferences (at 5AM UTC)
- Will deliver the total amount of actions occurred during that period (digest emails will merge in the same email only the same type of action)
