Workflow Jobs
Here are all the automated communication jobs that you can complete in your accessplanit platform, and how best to complete them.
Your Delegate communication journey
Confirmation emails
Send automatic Class Course Confirmation and Joining Instructions emails
Send automatic eLearning Course Confirmation and Joining Instructions emails
Send automatic Web Course Confirmation and Joining Instructions emails
Reminder emails
Send automatic Class Course Reminder emails
Send automatic Web Course Reminder emails
Completed Course emails
Send automatic post-Course Survey emails
Send automatic Course Certificate emails
Send automatic Did Not Attend emails
Cancellations & transfers
Send automatic Cancellation Confirmation emails when Delegates cancel
Send automatic Course Cancellation emails when Courses are cancelled
Send automatic Transfer Confirmation emails when Delegates transfer
Course updates
Send automatic Course Date/Time Change emails to Delegates
Your customer Booking User communication journey
Send automatic Booking Confirmation emails
Placeholder-based emails
Send automatic Web Course Confirmation emails for Placeholder bookings
Send automatic Class Course Confirmation emails for Placeholder bookings
Send automatic Course Cancellation emails for Placeholders on cancelled Courses
Send automatic Cancellation Confirmation emails when Placeholders cancel
Your Trainer communication journey
Send the Course sign-in sheet to Trainers the day before their Course
Send automatic Course Reminder emails to Trainers
Send automatic emails to Trainers when the Venue on their Course changes
Send automatic Course Date/Time Change emails to Trainers
More Workflows Guidance
Add company branding to Email Templates
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