Customizing Email Templates

SmarterU includes a number of email templates, each of which can be customized. Although you can customize all of the templates, we recommend reviewing and customizing the email templates listed in the Prioritized Email Templates section first.

To customize an email template for your account:

1. Copy the email template.

2. Edit the template as needed.

You can download our Email Customization Worksheet and draft your email template’s content in the worksheet.

Administrators and owners can change the default template for the account by doing one of the following:

• Select the template from the Email Management Dashboard, then select the email type from the grid.

• Edit the account's Email Template Options settings, then select the email template for the email type.

Prioritized Email Templates

We recommend that new SmarterU accounts review and customize the following email templates first:

• Account Invitation

• Certification Completion to Learner

• Course Enrollment

• Course Enrollment (Multiple)

• Course Completion

• Password Recovery

• Weekly Reminder to Learner

If your account is offering instructor-led courses, you should also review and customize:

• Calendar Session Information

• Confirm Attendance

• Confirm Attendance (Multi-Part Session)

• Missed Attendance

• Session Available

• Session Reminder

Refer to System Email Templates for a complete list of email templates.