This KB reviews the Scholar Email Templates and the process of creating and editing these templates that can be used in the Scholar Task Assignment.
- Navigating to the Scholar Email Templates
- Creating a Scholar Email Template
- Editing an Email Template
- Automatic Scholar Notifications
Navigating to the Scholar Email Templates
To move to the Scholar Email Templates, you will go to Scholar Admin > Configuration > Email Templates.
Once clicking on the Email Templates from the Menu, you will land on a dashboard with a list of any existing email templates. This list can be sorted by Name and Template Group. A search function can be found above the list of email templates to make finding an email template easier.
Creating a Scholar Email Template
To create a new email template, click on the 'plus' icon located in the lower right corner of the screen. A new modal will open up where you can configure the email.
Begin by giving the email template a title, a description, and selecting with template group this email template will belong to.
The next section will contain the email template content. A WYSIWYG editor has been included and the email can be formatted with content merge. Complete the formating of the body of the email.
Scrolling down further in the modal window, you will also have the option to preview the email before saving. Click the 'refresh preview' button to view the preview after any edits have been made.
Once your email template has been set up, click the save button in the lower right-hand corner. The modal window will close and your email template will appear in the list of email templates.
Editing an Email Template
To edit an email template, click on the name of the email template that you need to make edits to. The modal window that was seen when creating the email template will appear and from here you can edit and preview any changes.
Automatic Email Assignments in Scholar
There is also the ability to opt in/out of the automatic emails ISSS Admin receive in Scholar. When the ISSS Admin is in the Email communications tab, there is the second heading called Email Assignments. Here there is a list of the ISSS Admins and the emails they are receiving. These emails will have the title there are named on the template used and are usually linked to request assignments.
The ISSS Admin will receive these emails by default unless they navigate to this tab, locate their name and click the pencil to see the toggle. Once the ISSS Admin clicks on the pencil they will be able to edit which emails they would like to continue to receive.
By selecting yes, the ISSS Admin will continue to get those email but if they select no, they will no longer be sent that email. This can be used for ISSS Admins that might want to temporarily not receive emails because they are on vacation, or admins who would rather never receive an email and check the request list for their workload.