Send automatic Class Course Confirmation and Joining Instructions emails

Steps to send automatic Class Course Confirmation and Joining Instructions emails to Delegates:

1 Create your Email Confirmation Template
2 Create your Confirmation Workflow
3 Test and enable your Course Confirmation Workflow

Related Help Guide Pages

Additional Workflow Help guide pages

Course Confirmation Related Workflows

Booking Confirmation email to my customer when they complete their basket
Delegate - Webinar Course Confirmation and Joining Instructions email
Delegate - eLearning Course Confirmation and Joining Instructions email
Placeholder - Course Confirmation email to my customer when they make a booking for a Classroom Courses
Placeholder - Course Confirmation email to my customer when they make a booking for a Webinar Courses
Delegate Transfer - Confirmation email to Delegate when they have transferred to another Course

Course Reminder Related Workflows

Consolidation

Learn how to send automated Emails to your Classroom Delegates to confirm their Course and provide them with joining instructions

When a Delegate has registered onto a Class Course, you can send them a custom confirmation email containing detailed Joining Instructions! This email can provide all the essential information they need to prepare for the Course, including the venue details, the course schedule, and any materials to bring. By delivering these instructions in advance, you can equip your Delegates with everything they need to feel confident and ready for their upcoming Class Course!

Follow this page to learn the steps for sending an automated Email Confirmation to Delegates with Joining Instructions.

Create your Email Confirmation Template

The first step is to create an Email Template, using merge fields and HTML branding Email Templates allow you to create consistent communications to send via the Platform.

Top Tip!

accessplanit platforms come with many pre-built Email Templates to save you time! These pre-built templates include a ‘Delegate - Confirmation of Classroom Booking’ Email Template which you can use or copy from.

Open the ‘Administration’ menu from the Profile options at the top-right of your platform
This will open the Administration menu
From the Administration Menu, open the Email Templates page
This will take you to the Email Templates DataGrid
Click the ‘Add Email Template’ button
This will open the Email Template Form
Give your Email Template a ‘Name’
We recommend labelling your Email Template with the name of the anticipated recipient followed by a description of the email, such as “Delegate - Confirmation of Classroom Booking”
Select which Module your Email Template relates to, as this email will contain information about your Courses, you should select ‘Class Delegate’
Leave the ‘Email Type’ selected as ‘Normal’ as this is a transactional email, not a marketing email
Leave the ‘Creation Mode’ as ‘Free Text’ as you will be defining the content of your email directly in the Email Template rather than first building Text Templates
Add in a ‘Subject’ for your email
We recommend including the name of the Course within the subject to catch the recipient’s attention in their inbox, you can do this by adding the merge field @@CourseName into the Subject text box
Add in the ‘Body’ of your email
If you copied the content from an existing Email Template, you can paste this content here!
If you need to apply branding to your email, please see our dedicated guide: Add company branding to Email Template
Use the ‘Field' drop-down option in the text editor to include merge fields such as the Course Label and Status within your Email Template, these merge fields will automatically populate with the correct information when your emails send
Learn more about merge fields
Merge Fields may vary depending on which module is selected.

Example Merge Fields that may be useful in your Course Reminder Email Template:
@@CourseDateEndDate{ddd dd MMM yyyy HH:mm }
@@CourseDateStartDate{ddd dd MMM yyyy HH:mm }
@@DelegateFirstName
@@DelegateLastName
@@CourseName
@@JoiningInstructionsText (this will pull any JI text your team have saved against the Course!)
To test your Email Template, click the ‘Preview & Test’ button at the bottom of the window
Select a Preview Object by clicking the ‘Select’ button
This will open a pop-up window where you can select which Delegate you would like to test your Email Template with
Select your Preview object and press ‘OK’
You will now see a preview of your Email Template, populated with the information of your selected ‘preview’ Delegate
If an area is blank where a Merge Field is placed, this could mean that there is no information stored for this Delegate/Placeholder under the Field the Merge Field is related to
To check that the Email displays correctly when it is sent, send a sample of the Email to yourself by providing your email address and clicking the ‘Send Email’ button
Once you are happy with your Email Template content, press the 'Save & Close' button

Create your Confirmation Workflow

Workflows are used to automate communications, this is the step where you will define the circumstances needed for your Course Confirmation email to be sent, when it will be sent, and who it will be sent to!

Create your Confirmation Workflow

This step will teach you how to add a new Workflow to your platform and set up a Workflow Action to send your ‘Delegate - Confirmation of Classroom Booking’ Email Template out automatically!

Top Tip!

accessplanit platforms come with many pre-built Workflows to save you time! These pre-built templates include a 'Delegate - Confirmation of Classroom Booking’ Workflow which you can update or clone.

Navigate to Profile and then Administration in the top right corner of your Platform
Click on the ‘Workflows’ menu option to open the Workflows DataGrid
This will open the Workflows DataGrid
Click the ‘Add Workflow’ button
This will open the Workflow Details page where you can create a new Workflow
From the new Workflow form, enter a ‘Title’ for your Workflow
We recommend labelling your Workflow with the name of the anticipated recipient followed by a description of the email, such as “Delegate - Confirmation of Classroom Booking”
Select the same Module that you used for your Email Template (for this Workflow you need the ‘Class Delegate’ module)
Leave the Trigger Event set as ‘Saved’, the means the Workflow should be triggered when a Delegate is ‘saved', not when it is ‘deleted’
Provide a useful Description so that your team know what this Workflow is for
Leave your Workflow inactive for now
It will be set to active once you have finished setting everything up!
Click the ‘Save’ button in the top right to create your Workflow
After you have saved your Workflow with those details, you will be able to access the management menu on the left to add further information
From the Workflow Management menu, click to open the ‘Settings’ page for this Workflow
This will open the Workflow Settings page

Optional - The ‘Required Role’ option is where you can set that only Training Administrators or only Super Administrators can view and edit this Workflow, if this option is left blank, it means both Super Admins and Training Admins can both view and edit this Workflow
Add Rules to your Workflow to decide which Courses will have this Statistics email triggered
Here are some common rules used for automated reminder Emails, you can include any combination of these, as required:
1. Status has changed. This rule means that the Workflow will only be generated when the status of the Delegate has been set or has changed from one to another
2. Only send to Delegates in the status of Booked. This rule means that the Delegate needs to be in the status of ‘Booked’ for the Workflow to trigger, it will not send to provisional Delegates or cancelled Delegates (for example)
3. Do not send to Delegates that are on a ‘Session’, this means that only Delegates on a Sessional (parent) course or a non-sessional course will be included, for example someone booked to attend a 3-day First Aid Course would receive the email for the ‘First Aid Course’ but they would not receive it for the Sessions ‘Day 1’, ‘Day 2', and 'Day 3’
  If you think that you may require Advanced Rules for your Workflow, please see our dedicated section within our Workflows Overview page
Leave the ‘Matching Rules’ checkbox checked
It is very unlikely that you will need to make any changes to any of the other settings available on the Settings page, to read more about these options please see our guide Workflows Overview
Once you have added all of your rules, click the 'Save' button at the top right of the page
From the Workflow Management menu, select the ‘Actions’ option
This will open the Workflow Actions DataGrid where you define what will happen when your Workflow Rules are met (e.g. an email will send)
Select the ‘Add Workflow Action’ button
This will open the ‘Details’ section for your new Workflow Action
Enter an ‘Action Label’ for your Email Action
We recommend labelling your Workflow Email Actions with the details of the email and when it will send, such as 'Delegate - Confirmation of Classroom Booking - 5 Minutes - After - Current Date Time”
Select the Action Name ‘Send Email’
Press the ‘Save’ button in the top right to access the additional settings
Once you have saved, extra options will become available on the page
The first setting is ‘Action Date’ this is where you define when the email will send
For this Workflow action, its recommended to set this action date 5 minutes after current date time, this will send the email 5 minutes after a Delegate meets the rules of your Workflow
Please see our dedicated section within our Workflow with Email Actions page for more information on Action dates
Check the ‘Send on Action Date Only’ if you do not want an email to be sent to Delegates who are added to your Courses after the email was due to send
For example, if your email is set to be sent 14 days before the start date and a Delegate is booked 10 days before the Course, they have missed the Workflow Action Date
1. If ‘Send on Action Date Only’ is checked, the email for this Delegate would not send
2. If ‘Send on Action Date Only’ is not checked, the email for this Delegate would send soon after the Delegate is created providing they meet the Workflow rules
Use the ‘From Address’ options to enter the sender email address for this email
This reduces the risk of your emails being mistaken for spam or phishing attempts, plus, it simplifies your communication – as the recipient of your email will know who to reach out to and where their replies to your emails should go.

Please make sure that you use a real email address as your ‘From Address’, otherwise the emails will likely be caught by spam filters and be sent to junk folders.

Use the ‘To Address’ options to select who you would like to receive this email
Select the Email Template that you created earlier from the 'Email Template’ drop-down box
As standard, a individual email will be sent for each Delegate that meets the rules of your Workflow, if you would like to send Course Confirmation emails that contain the details of multiple Delegates (for example if you are emailing a Booker or a Manager instead of the Delegates), you can create a Consolidated Email Template and include that within your Workflow Email Action
If you would like to include any attachments to this email, click the ‘Add File’ button on the Attachment options, and select your file
If your Joining Instructions are a document, here would be the best place to attach them to send along with your Email Template
Click the 'Save' button to save your Workflow Email Action
Once you have added your Workflow Action, your Workflow is ready to be tested!

Test and enable your Course Confirmation Workflow

Once you have created your Email Template and Workflow it is time to test, testing is a good way to ensure the email sends when you expect and the content of the email displays correctly when it is received.

Test your Course Confirmation Workflow Content - Single Email Test

This testing approach is best used for Workflows where you want to view/test the content of the email only, if you would like to test that your rules are set up correctly (and that your Workflow will send when expected), please jump ahead to the “Test your Booking Confirmation Workflow - Become the Recipient” below.

Open the ‘Administration’ menu option at the top right of your platform
Click on the 'Workflows' menu option to open the Workflows DataGrid
Search for your Workflows by applying filters and/or searching the Workflows DataGrid
Right-click on the Workflow and select ‘Actions’ from the context menu
This will open the Workflow Actions DataGrid
From the Workflow Actions DataGrid, right-click on your Workflow Email Action and select the ‘Edit’ option
Click on the ‘Preview & Test’ button at the top right of the Workflow Email Action edit page
Select a Course from the ‘Preview Object’
This will show you a preview of the email and how it will display in the ‘Content’ section
Enter your Email Address into the 'Send sample to' option
Click the ‘Send Email’ to send a copy of this Email Template for this Course to your Email Address
If you notice any changes are needed to your Email Template, open the ‘Email Templates’ DataGrid from the ‘Administration’ menu option, edit your Email Template and save. You can then run through these testing steps again.
Once you are happy with the content of your Email Template and Workflow you can set your Workflow to Active!

Top Tip

If you would prefer to test your Workflow Rules before enabling your Workflow, do not set your Workflow to Active and please move directly to Test your Workflow Rules - Become the Recipient.

Open the ‘Administration’ menu option at the top right of your platform
Click on the ‘Workflows’ menu option to open the Workflows DataGrid
Search for your Workflows, right-click on it to view the context menu options and select the 'Edit' option
Scroll down to the ‘Active’ checkbox and check this box
Click the ‘Save’ button at the top of the page to save your Workflow as active!

Test your Course Confirmation Workflow Rules - Become the Recipient

This testing approach is best used for Workflows where you are not 100% confident with the rules of your Workflow, and you would like to ensure that you will not send out your email at the wrong time, about the wrong Delegates. With this approach, you will start using your Workflow, but all of the Emails will be sent to your email address temporarily.

Open the ‘Administration’ menu option at the top right of your platform
Click on the ‘Workflows' menu option to open the Workflows DataGrid
Search for your Workflows by applying filters and/or searching the Workflows DataGrid
Right click on your Workflow and select ‘Actions’ from the context menu
From the Workflow Actions DataGrid, right-click on your Workflow Email Action and select the ‘Edit’ option
Scroll to the ‘To Address’ option and change the setting from ‘Field’ to ‘Constant’
If there are any existing recipients listed in the ‘To Address’ bar remove these, and type in the email address(es) that you would like to receive your emails to, press enter after you have typed in each email address
Click the ‘Save’ button at the top of your page to save these changes
Repeat steps 4-6 if you have any additional Workflow Email Actions for this Workflow
Once you have set all of your Workflow Actions to send to an Administrator’s Email Address you can set your Workflow to Active!
Open the ‘Administration’ menu option at the top right of your platform
Click on the ‘Workflows’ menu option to open the Workflows DataGrid
Search for your Workflows, right-click on it to view the context menu options and select the 'Edit' option
Scroll down to the ‘Active’ checkbox and check this box
Click the ‘Save’ button at the top of the page to save your Workflow as active!
After a period of time, when you are confident that your Course Reminder emails are sending for the right Delegates at the right time, you can then update the Workflow Actions 'To Address' to the correct recipient(s) and Save.