Creating custom messages

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Navigation:  Communication > Send Email and understanding Email Variables >

Creating custom messages

1.Navigate to the Communication page, and then select Send Email.

Custom Messages - Clip 2

2.Select the type(s) of item(s) to be included in the message. Courses and Paths are resources listed in the Library, whereas Events are scheduled on the Calendar. The process is the same for each option.

a.As appropriate, click the button corresponding to the item(s) to be included in the message:

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b.Type one or more words in the title of the required items. Alternatively, click the Expand Expand icon arrow to use the Search filter options.

c.Click Search Icon to execute the Search.

d.Select the check box(es) next to each item in the Search Results list to be included.

e.Click Select Button.

f.If many items of one or more types have been selected, click the Expand Expand icon arrow to review all selected items and their type:

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TPArrowTo remove an item from the list, click the Delete Button icon to the left of the item.

3.If desired, click the Template arrow to select an existing Email Template as a starting point for the message.

4.Click the From arrow to select the appropriate Sender and Email Signature as defined in Communications > Settings.

5.Select the addressees by clicking the Add Record next to the To area.

a.Type one or more words of the required name. Alternatively, click the Expand Expand icon arrow to use the Search filter options.

b.Click Search Icon to execute the Search.

c.Select the check box(es) next to each item in the Search Results list to be included.

d.Click Select Button.

e.If many names and/or groups have been selected, click the Expand Expand icon arrow to review all selected users.

TPArrowTo remove a name from the list, click the Delete Button icon to the left of the name.

6.Enter a Subject line for the message.

7.Type the Message text.

8.Click the variables tab to insert the required variables (if not already inserted from a Message Template).

TPArrowMake sure the appropriate Course/Path/Event Message variables are in the Message Text. See the Using email variables topic for detailed information.

9.Format the message text using the appropriate commands in Message Formatting toolbar and tabs. Also add any punctuation, spacing, and text alignment as required.

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10.Click Send Button.