System Emails

The System Emails section (found under Settings) houses all essential email templates automatically sent from the platform. It consists of the following sub-sections:

• Templates: Explore pre-built email templates for Learners, Managers, and Partners.
• Recipients: Assign specific managers to receive system emails.
• Preferences: Customise email signatures with your company contact details.
• History: View and track the sending history of system emails.

Watch our video tutorial:

TEMPLATES

The Templates section has three sub-tabs:

1. Learner Emails

Automated emails sent to learners, including:

• Password Reset Request: Sent when a learner requests a new password.
• Training Completion: Sent when a learner completes all assigned training.
• Training Reminder: Sent as a deadline reminder for incomplete training.
• Welcome Email: Onboarding email sent when the first training campaign launches.
• Phishing Campaign Notifications: Sent based on learners' actions during a phishing campaign.
• Training Campaign Welcome: Sent when new training is assigned.

2. Manager Emails

Automated emails sent to company managers, such as:

• License Expiry Notification: Alerts about expiring licenses.
• License Assigned Notification: Informs managers of assigned licenses.
• Manager Welcome Email: Onboarding email for new managers.
• Phishing Campaign Results: Reports from recently ended phishing campaigns.
• Premium License Request: Alerts when trial managers request premium licenses.
• Free Trial Expiry: Sent before and after free trials end.
• Training Campaign Results: Reports from completed training campaigns.

3. Partner Emails

Automated emails sent to Partner Account Managers:

• Partner Welcome Email: Onboarding email for new Partner account managers.
• License Request Notification: Sent when customers request licenses.

RECIPIENTS

Assign which company managers receive specific system emails.

Steps:

1. Login to your Admin dashboard.
2. Navigate to the 'Settings' section.
3. Select the 'Recipients' tab.
4. Select a Manager and tick the emails they should receive, or use 'Select All'.

PREFERENCES

Customise your system email signature with your organisation’s key contact for training or security-related queries.

Steps:

• Login to your Admin dashboard.
• Navigate to the 'Settings' section.
• Select the 'Preferences' tab.
• Fill in the Manager’s contact info and click 'Save'.

HISTORY

Track and review system emails sent from the platform.

Steps:

• Login to your Admin dashboard.
• Navigate to the 'Users' section.
• Select the 'Emails' tab.

Customising System Emails

Make templates your own with the Email Editor, adding a personal or local touch.

Steps:

• Login to your Admin dashboard.
• Navigate to the 'Settings' section.
• Select 'System Emails'.