Customize Email Notifications

Healthicity allows you to customize automatic training notification emails to include your own wording and branding. These customized templates can be used for various system-generated messages sent from the Training Center. This feature is available for clients with the appropriate premium subscription.

Create a New Email Template

1. Navigate to Account Settings Email, then click Create New.
2. Define Template Details
   • Enter a Template Name.
   • Select the Template Type 
   • Set the Reply-To Address.
3. Click Save to create the new template.

Email Template Types

Each template type defines when the email is sent and who receives it. Common types include:

• Approved - Sent to learners when an administrator approves or rejects a request.
• Assessment Completed - Sent to administrators when a learner completes an assessment.
• Boost Notification - Sent to learners when a boost is required, based on course settings.
• Course Completed - Sent to administrators when a learner completes a course.
• Course Compliance Overdue Reminder - Sent to learners who are out of compliance; can also be sent manually via bulk action.
• Course Compliance Reminder - Sent to learners who need to complete a course by a specific date.
• Course Due Date Reminder - Sent to learners with an upcoming course due date.
• Daily Marking Required Digest - Sent daily to account owners, admins, and team leads for modules requiring administrative marking (for example, learner uploads).
• Event/ILT Reminder - Sent to learners registered for an upcoming instructor-led session with a reminder set.
• New Course Assigned - Sent to learners when a new course is assigned with notifications enabled.
• New Discussion Post - Sent to learners and administrators when there are new posts in a forum they are subscribed to.
• New Learning Path Assigned - Sent to learners when a new learning path is assigned with notifications enabled.
• People Assigned to a Team - Sent when users are assigned to a new team.
• Rejected - Sent to users whose enrollment request has been rejected.
• Request for Approval - Sent to designated approvers for courses or ILT sessions.
• Timed Release - Sent when a course in a learning path is released via timed release.

Edit Email Templates

1. Click the template name (linked in blue) to open and edit any template.
2. You can change the Reply-To Address, Template Name, Language, Subject, and Body text.

Permissions: Only users with the Account Owner role can edit email templates.

Mobile Text (SMS) Notifications

Each email template includes an option to send a mobile text (SMS) notification in addition to the email. To receive SMS messages, a user must:

1. Have a valid mobile phone number in their user profile.
2. Include the international country code (for example, +1 for the United States).
3. Enable Text notifications in their profile settings.

Notes

• Customizing email templates is a premium feature and may not be enabled for all accounts.
• Editing templates allows you to tailor communications to your organization’s language and branding.

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