the Flow Learning platform sends out automatic notification emails to learners and training managers which you can customise to suit your company or brand needs.
Start from: The Flow Learning dashboard.
- Select Company > Email Content.
- Find and select the email template you wish to customise. You can do this by scrolling down the list, or using the Search and Filter icons on the top of the email templates list.
- Select the Language from the dropdown menu to edit the email template for different languages.
- Select the highlighted text boxes with the square and pencil icon to edit the content. A text editor will appear, with options to edit and format your text, as well as add images, links and embed videos.
- Select Save when you finish editing your email template.
Available templates
| Name | Description | Category |
|---|---|---|
| Appraisal overdue notification sent to the Trainee | First and last paragraphs of reminder that an appraisal is overdue, triggered at one day and seven days past due date. Please note the reviewer is BCC’d in to this email | Learner |
| Appraisals sign off notification sent to trainee | Notification sent to trainee when a training manager signs off the appraisals. | Learner |
| Appraisals Sign off notification sent to Training Manager | Notification sent to training manager when a trainee signs off the appraisals. | Manager |
| Booked by manager Training Calendar notification | Booked by manager Training Calendar notification. | Training Calendar |
| Cancelled Training Calendar notification. | Cancelled Training Calendar notification. | Training Calendar |
| Chosen Training Calendar notification | Chosen Training Calendar notification | Training Calendar |
| Common Email Footer | Use this field to set the default footer of email communications from your company. | Footer |
| Completed appraisals notification sent to Trainee | Notification sent to trainee when a training manager marks the appraisals as completed. | Learner |
| Confirmed Training Calendar notification | Confirmed Training Calendar notification. | Training Calendar |
| Existing Trainee Training instructions | First and last paragraphs of the training instructions sent to all existing trainees. | Learner |
| Flow Branch resource overdue alert | Notification sent to managers letting them know of any trainees who have unread Development items that are overdue. | Manager |
| Goal sign off notification sent to the Trainee | Notification sent to the trainee when a training manager signs off the goal. | Learner |
| Goal sign off notification sent to the Training Manager | Notification sent to the training manager when a trainee signs off the goal. | Manager |
| Invited Training Calendar notification | Invited Training Calendar notification. | Training Calendar |
| Launch email | First and last paragraphs of the launch email sent to trainees. | Learner |
| Manager second exam failed warning | Notification sent to managers letting them know of any trainees who have failed an exam twice. | Manager |
| New News Item | First and last paragraphs of the notification sent out when a new News item has been created. | Learner |
| New noticeboards notification | First and last paragraphs of the notification sent out when a new noticeboards item has been created. | Learner |
| New noticeboards reminder | First and last paragraphs of the reminder email for noticeboards items that are past the 'read by' date - note this date must be sent to trigger this email. | Learner |
| New trainee training instructions | First and last paragraphs of the training instructions sent to all new trainees. | Learner |
| Printed training instructions | First and last paragraphs of the training instructions available to print off from the system. | Learner |
| Refresher training email | First and last paragraphs of the training instructions sent to all trainees from the refresher training. Note if this is not set, the 'new trainee' or 'existing trainee' instructions email will be sent for new or existing trainees as default. | Learner |
| Refused Training Calendar notification | Refused Training Calendar notification. | Training Calendar |
| Social Media Email Footer | Use this field to set an additional footer above the default footer – used as a space for including social media info. | Footer |
| Trainee appraisals notification | First and last paragraphs of the notification sent out to the trainee when an appraisal has been created for them. Note the creator is BCC’d into this email. | Learner |
| Trainee appraisals reminder | First and last paragraphs of the reminder sent to the trainee that there is an upcoming appraisal in one week. | Learner |
| Trainee course dates change | First and last paragraphs of email sent out when the due date / start date of any courses they are on are changed. | Learner |
| Trainee External Trainings Notification | First and last paragraphs of External Trainings assigned to trainees when imported via feed process or through job titles. Note that manual assignment of External Trainings results in the new or existing training instructions emails above. | Learner |
| Trainee External Trainings Reminder | First and last paragraphs of reminder that the trainee has External Trainings due for completion in a week. | Learner |
| Trainee module due date reminder | First and last paragraphs of reminder that the trainee has a module completion date due in two days. | Learner |
| Trainee module overdue reminder | First and last paragraphs of reminder that the trainee has a module completion date one day in the past. | Learner |
| Trainee workbooks notification | First and last paragraphs of the notification sent out to the trainee when a workbook has been created for them. Note the creator is BCC’d into this email. | Learner |
| Trainee workbooks reminder | First and last paragraphs of the reminder sent to the trainee that there is an upcoming workbook in one week. | Learner |
| Training Calendar Reminder Notification | Training Calendar Reminder Notification. | Training Calendar |
| Training manager welcome email | First and last paragraphs of email sent to new training managers inviting them to choose their password for the management system. | Manager |
| Workbooks sign off notification sent to trainee | Notification sent to trainee when a training manager signs off the workbooks. | Learner |
| Workbooks Sign off notification sent to Training Manager | Notification sent to training manager when a trainee signs off the workbooks. | Manager |
Originally published at https://help.mapal-os.com/flow-learning/communications-and-documents/email-content/customise-email-content/
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