Training Platform - How to Customize Email Notifications

All notifications can be customized in Notification section of campaigns. This article will walk you through:

  1. Customizing Assignment Notifications
  2. Customizing Manager Summary Emails
    1. Testing Custom Notifications
  3. Customizing Headers for all Notifications


In this area, you are able to customize email template for assignment notifications, custom notifications and manager summary emails.

Assignment notifications:
These are tied to assignments and contain unchangeable tokens identifying the assignment, due date attributes, and more. There are three templates you can copy and edit:

  1. Content Assigned - Sent to the Audience selected in the Campaign when the content launches on their dashboard.
  2. Due Date Approaching - Sent to the Audience to let them know the due date is approaching.
  3. Assignment Past Due  - Sent to the Audience once the due date has passed.
When building your campaign, be sure to add assignment notifications to each training block.

Custom notifications:
These are not tied to the assignment and so do not contain unchangeable tokens. The template can be copied and edited to be a newsletter, blog, or to just house a gif or infographic. The email can be sent through the system two ways:
  1. Scheduled as a content block in the campaign timeline
  2. Manually through the Campaign Details report to the participants. You can send to all or filter by status to send a reminder to overdue participants.

When building your campaign, be sure to add notifications to each training block.

To customize any of these templates, navigate to the Notifications tab within the Campaigns section of the Admin menu on the left panel. 

Next, you can click on 'Create New' in the Notifications section to start customizing a template. 

Then, you will name your template and select one of the 4 template options. We recommend uniquely naming the templates for organizational purposes. Click 'Create Notification' to continue to the Email Editor page. 

The first thing you will notice is that you can edit the subject line of the Notification email as well as the type of notification you are working on next to the subject line. 

Next, you will have the Email editor page. The default template will be available to you but you are able to delete all of its contents and start from scratch by pulling in elements on the menu to the right. 

After you have completed customizing your template, you can save the template in the top right corner of the page. Don't forget to save before clicking away to not lose progress. 

You can now add this template in Campaign Builder by switching to the "My Collection" folder. If you created a "Custom" template, it will require adding a Content Block for that notification to be added. To learn more, check out our article Campaign Builder Overview

Manager Notifications

If you have enabled Manager Summary Emails in Settings > Campaigns, you also have the ability to customize the Manager Summary Email Template. Within the same Notifications Tab, below the end-user notifications, you will see the Manager notifications section. 

The template editor will work exactly the same as the End-User Notification editor. However, the starting template is different. You have the option to work off of the default or start from scratch. Click on the elements you wish to remove to see the delete button. 

manager summary

At this time, you are only able to send one manager summary email to all managers. You will need to select a default template to send if you have created more than one custom template. 

Testing, Editing, and Deletion of Custom Notifications

If you are wanting to send a test email of a template you have built, click on the 3 vertical dots of the template you wish to test and click on "Send test email". This will send the email to the inbox of the account email address which you are using to access the Training platform.

You will also see options to Edit, Duplicate, Rename, or Delete the custom notification.

Header Options

You are able to add a custom header to the Training Email notifications. To add, fill in the Header Name and Header Value in the Header options of the Notifications page. 

If you have any questions, please feel free to contact us.