Updating an Email Notification Template

Updating an Email Notification Template

From the Setup tab, under Site Configuration (1) , choose Review Email Template (2) and click Next (3).  

Select the Select Template menu will appear

From the drop down, select the appropriate email template (1) you wish to modify. Then click next (2).

Make the changes to the template as needed:

The "Email Template Help" button, provides you with additional information on changing the templates:  The information can also be found below:

There are 9 automated email messages generated by KMx.

4 of these are associated with the use of eCommerce and are receipt messages sent to the purchaser:

• Receipt - Purchase Enrollment w/Credit Card - represents the purchase of a course enrollment with a credit card.
• Receipt - Purchase Enrollment w/Credit Card - Class - represents the purchase of a class enrollment with a credit card.
• Receipt - Purchase Enrollment w/Voucher - represents the purchase of a course enrollment with a voucher code.
• Receipt - Purchase Enrollment w/Voucher - Class - represents the purchase of a class enrollment with a voucher code.

The remainder represent reminders and confirmation for classes, waitlists, and certifications:

• Waitlist Notification - sent to next person on the waitlist when a seat opens up in a class.  This is only sent if the class supports a waitlist.
• New Class Enrollment Confirmation - sent to a new enrollee in a class as a confirmation of his enrollment.  This is only sent if the class supports new enrollment confirmations and if it is not an eCommerce based enrollment.  For eCommerce class enrollments, use the appropriate receipt formatted message noted above.
• Class Reminder - sent in advance of a class to all members enrolled in the class to remind them of the class start date and details.  This is sent only if the class supports reminders and is timed according to the advance notice period specified by the class administrator.

You may create formatted templates for use in sending automated emails from KMx in Microsoft Word.   The process works by using a Word document in lieu of the Message Body field of the email template. To use this feature, you can start with a blank document or one of the samples from the link above.  A list of variables that may be inserted into the body of the message can be viewed as part of the help function while editing an email template. You can navigate to this help information as follows: Review Email Template, select the template or event to review, select Email Template Help.

Proper Email Template Formatting in Word

When creating your email templates in Word, be sure to follow these guidelines:

• The document should read as you want a member to see the email body.
• Do NOT use the bold, italic, and underline buttons in the Font section.  Rather, make these selections in the Styles section available on the Home tab.
  • If you do not see the Style section, right-click Word's ribbon and select "Customize the Ribbon".  You'll then be able to add Style if it's not already visible.

Uploading Word Email Templates to KMx

We recommend customers create a new K/S table with a title similar to “Email Templates” or other title that will help to easily identify these content records. Selecting “Insert K/S Table Record” then provide a title and set the option for Mask from Search to “Yes”.

Select Organize and Develop Content, Insert Content Record, select the K/S table, then select MS Word. Enter a title for the new content record to identify it as a template record and upload your completed Word document.

Once the MS Word document is uploaded, review the email template under System Administration, Review Email Templates. With the template open, select the K/S table where you previously uploaded the MS Word version of the template, the screen will refresh. Now select the MS Word Document. The contents of the word document, including any formatting you applied inside of the document, will now replace the body field displayed on the Template record. The subject and cc fields on this form will still be used to populate the subject and cc of the email messages generated using this template. To discontinue use of a formatted template and return to a text-based template, set the MS Word Email Template to “None”.

System Administrators can edit the template used for each of these messages.  This is done by specifying the text and variables to insert in to the message subject and body.  The following variables can be inserted in to either subject or the body of the message: