The table below outlines the most popular modules used within Workflows, what they do, who you can send them to, as well as the rules and Actions available for them!
Module | Used For | Standard Recipients Available | Example Workflow Rules Available | Action Trigger Dates Available in Workflows | Key Fields Available |
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Course |
Communicating Course Information i.e. Course |
Statistics / Profitability i.e. Course has been cancelled i.e. Course has completed |
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Booking | Communicating Booking Information i.e. Booking Confirmations |
| Rules are not often used with this module |
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Invoice | Communicating Invoice Information i.e. Invoice Generated i.e. Invoice Overdue i.e. Invoice Fully Paid |
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Password Reset Request | Sending out password reset |
links when requested by users |
| If one language and one workflow, no rules are needed If multiple languages are needed, multiple workflows are required and you will need to add the following rule:
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Placeholder | Communicating Placeholder Information i.e. Cancelled Placeholder i.e. Placeholder with unassigned Places |
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User Award | Communicating User Award Information i.e. Award is due to Expire |
i.e. Target Date is approaching |
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Delegate | Communicating |
Delegate and Trainer Information for all types of Courses i.e. Delegate Confirmation |
i.e. Delegate Certification i.e. Delegate Cancellation |
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Class Delegate | Communicating |
Delegate |
& Trainer Information for Classroom Courses only i.e. Joining Instructions |
i.e. Course Date Reminder |
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Document Delegate | Communicating |
Delegate Information for Document Courses only i.e. How to access your document |
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eLearning Delegate | Communicating |
Delegate Information for eLearning Courses only i.e. How to access your eLearning |
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Web Delegate | Communicating |
Delegate |
& Trainer Information for Web Courses only i.e. Joining Instructions |
i.e. Course Date Reminder |
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User Role | Communicating when a user's roles have changed i.e. A user has been assigned the Training Administrator role | You need to enter an email address to be a recipient of |
User Role emails i.e. a shared training inbox email address |
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