How Can I Automatically Send an Email When a Skill Level is Marked “Passed”?

IN THIS ARTICLE:

Learn how to configure the system to automatically send an email when a Skill Level is marked “Passed” using a predefined custom email template.

Create or edit your custom email template

  • Custom Emails can be created/edited under SETTINGS>SETUP>GENERAL SETTINGS>EMAIL TEMPLATES>CUSTOM.skill_tracking_settings04.png
  • Enable settings under SETTINGS>SETUP>GENERAL SETTINGS>SKILL TRACKING
    skill_tracking_settings02.png

    • "Automatically send out congratulations email when passing level" – if enabled, the system will automatically send an email to the family whenever a Skill Level is marked as “Passed” if an email template has been selected for that Skill Level.
      • "Send to all email addresses on file" – sends the email to all email addresses on the family record. (This option only appears if the previous setting is enabled.)

Assign a custom email template to the Skill Level

Once the "Automatically send out congratulations email when passing level" setting is enabled, you will need to select a custom email template to use for the Skill Level from the “Email Template to Use For Level” drop-down menu SETTINGS>SKILL TRACKING>EDIT LEVEL:

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  • ONLY custom email templates can be selected.
  • This field is NOT required – if you wish to prevent specific Skill Levels from sending emails automatically, just leave the template selection menu blank.
  • When the setting is enabled AND a template is selected, the system will trigger a “Congratulations” email based on the selected custom email automatically.
  • When the setting is enabled AND NO TEMPLATE IS SELECTED, the system will NOT trigger a “Congratulations” email.

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