Send automatic Transfer Confirmation emails when Delegates transfer

Steps to send an automated Transfer confirmation email to my Delegates who have transferred to another Course

1 Create your confirmation Email Template
2 Create your Delegate Transfer Confirmation Workflow
3 Test and enable your Delegate Transfer Confirmation Workflow

Related Helpguide Pages

Additional Workflow Related Help Guides

Learn how to send an automated Transfer confirmation emails

Do you need to let your Delegates know their Course transfer has gone through? This guide will walk you through how to set up an automated email confirmation, so your Delegates stay informed and know that the details of their new Course will be with them shortly!

Follow this page to learn the steps for sending an automated Transfer confirmation email to Delegates who have transferred to another Course.

Create your confirmation Email 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 - Delegate Transfer’ Email Template which you can use or copy from.

Open the ‘Administration’ menu from the Profile options at the top-right of your platform
Open the ‘Email Templates’ menu option to access the page where you can create and manage your Email Templates
This will take you to the Email Templates DataGrid

If you plan to copy from an existing Email Template, search for that Email Template, right-click on it and select ‘Edit’, then copy the contents of the Body, return to the Email Templates DataGrid

Click the ‘Add Email Template’ button
This will open the Email Template Form
Under the ‘Details’ section, add the title of ‘Delegate - Delegate Transfer'
Select which Module your Email Template relates to, as this email will send when something happens to a Delegate, you should select ‘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 @@CourseOrAliasName 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 into here!
If you need to apply branding to your email, please see our dedicated guide: Add Company Branding to Email Templates
Merge Fields may vary depending on which module is selected.
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
Merge Fields vary depending on which module you have selected for your Email Template

Here are some example Merge Fields that may be useful in your Admin Statistics Email Template:
@@CourseOrAliasName
@@CourseDateStartDate{ddd dd MMM yyyy}
@@CandidateForename
@@CandidateSurname

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 an a preview of your Email Template, populated with the information of your selected 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 Delegate Transfer Confirmation Workflow

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

Create your Delegate Transfer Confirmation Workflow

This step will teach you how to add a new Workflow into your platform and set up a Workflow Action to send your Delegate Course Transfer Confirmation 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 - Delegate Transfer’ Workflow which you can update or clone.

Open the ‘Administration’ menu from the Profile options at the top-right 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
From the new Workflow form, enter a ‘Title’ for your Workflows
We recommend labelling your Workflow with the name of the anticipated recipient followed by a description of the email, such as “Delegate - Delegate Transfer”
Select the same Module that you used for your Email Template (for this Workflow you need the ‘Delegate’ module)
Leave the Trigger Event set as ‘Saved’
This Workflow should be generated when a Delegate is updated/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 are able to 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 Delegate Transfer Emails, you can include any combination of these, as required:

a. Only send when the Delegate status has Changed: Status - Has Changed
This rule will mean the Workflow will only trigger when the Delegate has their status updated.

b. Only send to Delegates who have the status of ‘Transferred’: Status - Is In - Transferred
This rule will stop the Workflow being triggered for Delegates with the status of Booked, On Hold, Completed, Cancelled or No Attend.

c. Only send to Delegates on a head course or a non-sessional course: Is Session Candidate - Equal To - No
This rule stops the Workflow from triggering for Delegates registered onto individual Sessions that are part of a Sessional booking.
It will still trigger for Delegates on:
- The parent (main) Course in a Sessional setup
- Standalone Courses that are not part of a Sessional structure
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 in the Settings page, to read more about these options please see our guide: Workflow 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
Select the ‘Add Workflow Action’ button
This will open the ‘Details’ section for your 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 - Delegate Transfer”
Select the Action Name ‘Send Email’
Press the ‘Save’ button in the top right to access the additional settings
Once you have saved, the parameter options for your automated email will become available
The first setting is ‘Action Date’ this is where you define when the email will send
For this Workflow action, it is recommended to set this action date 5 minutes after the current date and time
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 send for Delegates that are added to your platform after the email should have sent to receive it
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, checking this option would mean that the email is not sent, leaving this option unchecked would mean that the email would send as soon as the Delegate is booked
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 you 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 end up being caught by spam filters.

Use the ‘To Address’ options to select who you would like to receive this email
1. Booking User Email Address: This is the email address of the User who made the booking for this Delegate through your basket, if an Admin processed the booking then instead it is the User they selected as the ‘Booking User’.
2. Company Email Address: This is the email address of the Account assigned to the Delegate, this is typically their employer, you can check this by adding the ‘Account Name’ column into your Delegates DataGrid.
3. Delegate Email Address: This is the email address of User who is registered onto the Course (and is being transferred).
4. Direct Manager’s Email Address: This is the email address of the User assigned as the Delegate’s Direct Manager, you can find this option by editing the User and viewing the 'Direct Manager' option within the Employment section.
5. Employers Email Address: This is the email address for all the Accounts that the Delegate has an active employment record with.
6. Managers Email Address: This is the email address for all Users that manage this Delegate, this is set up in the ‘Management’ tab when editing a User.

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 emails that contain the details of multiple Delegates (for example if you want your Booking User to receive a single email containing the details of multiple transferred 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
1. File: A static document that has been uploaded to the Files area of your platform, commonly used for files such as 'terms & conditions'
2. Document Template: A dynamic document that has been uploaded to the Document Templates area of your platform, commonly used for files such as joining instructions letters, certificates, and sign-in sheets
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 Delegate Transfer Confirmation Workflow

Once you have created your Email Template and Workflows 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 in your email inbox.

Test your Delegate Transfer Confirmation 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 Delegate Course Transfer Confirmation Workflow - Become the Recipient” below.

Open the ‘Administration’ menu from the Profile options 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 Delegate 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!
If you would prefer to test your Workflow rules before enabling your Workflow, please move directly onto Test your Course Cancellation 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 by applying filters and/or searching 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 Delegate Transfer 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 emails 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 the 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 Statistics 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 by applying filters and/or searching 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 Statistics emails are sending for the right Courses at the right time, you then then update the Workflow Actions 'To Address' to the correct recipient(s) and Save.