How to Edit the Email Templates on Levelup?

The Levelup LMS platform automatically sends email notifications to users when they are assigned or unassigned to a course, and in various other scenarios. As an admin, you can change the email templates according to your preferences. Here is how you can do that.

 

The Different Types of Email Templates that You Can Edit on Levelup 

• Email Footer : This will appear in the footer section of every email sent through the Levelup platform.

• Course Assignment : This email will be sent when a user is assigned a course.

• Course Unassign : This email is sent when a user is unassigned from a course. 

• Course Over Due : Emails following this template are sent when the completion/due date has passed but the user was unable to complete the course. 
  
  Let us see how you can edit each of the templates. 
  

The Process to Edit Email Templates 

1. Log in to your Levelup admin account. 
2. Click on the ‘settings’ option (gear icon) on the sidebar menu. A dropdown menu will open. Click on Email templates. 
3. You will be redirected to the email templates page. 
4. On this page, you will get the list of templates that you can edit. 
5. Beside each email template, you will get the option to view the template (the ‘eye’ icon) and to edit the template (the ‘pencil’ icon) 
6. To edit a template, you need to click on the edit icon. 

Editing the Email Footer Template 

1. Click on the pencil icon beside ‘Email Footer’ to edit it 
   
2. You will get redirected to the ’Email Template’ Editor Page 
3. If you want to add the footer to all your emails, switch on the toggle switch that says ‘Do you want to show footer section’ 
4. Next, you will get options to enable mobile application download. 
       a. If you want your users to download the Levelup Android application, click on the checkbox beside  ‘Allow for android application’ 
   1.  If you want your users to download the Levelup Android application, click on the checkbox beside ‘Allow for android application’ 
   2.   If you want your users to download the Levelup Android application, click on the checkbox beside  ‘Allow for android application’ 
5. You will also get the text editor section, where you can edit the text to appear on your footer. By default, the Levelup address details are added. You can edit it and include anything else that you might want. 
6. Once you are done, click on ‘Update’ 
7. If you are not happy with the changes, and you want to revert to the default settings and text, click on ‘Reset’ 
8. In case you want see how the email template looks, you can click on ‘Send Preview Email’ to send a sample email to your own Email ID registered with Levelup. 

Editing the Email Footer Template 

1. Click on the pencil icon beside ‘Course Assignment’ to edit it 
2. You will get redirected to the ‘Course Assignment’ Editor Page  
3. You will get the text editor.  
4. Now, in the text editor you, will get two types of text. Text which you can edit, and text which is automatically entered in the final email to be sent to the client, which are included in curly brackets   

          Let us try to understand how this works: 
 
          “Dear {Learner_Name}, 

          Time to Levelup! 

         A new {Entity_Type} has been assigned to you. Click the link to access the course: {Course_Title}” 

        This is the beginning of the message in the template.  

So, if you are assigning the course to a person called ‘Sam’, their name will automatically appear on the {Learner_Name}. Similarly, the type of course will appear on the {Entity_Type} and the name of the course will appear on {Course_Title} 

1.  Please note that you can change or delete all the text except the text enclosed in the curly brackets. You can move their positions, but you are not allowed to delete or change them in any other way. 
2. Once you are done, click on ‘Update’ 
3. If you are not happy with the changes, and you want to revert to the default settings and text, click on ‘Reset’ 
4. In case you want see how the email template looks, you can click on ‘Send Preview Email’ to send a sample email to your own Email ID registered with Levelup. 

Editing the Course UnAssign Template 

1. Click on the pencil icon beside ‘Course Unassign’ to edit it 
2. You will get redirected to the ‘Course Unassign’ Editor Page  
3. You will get the text editor where you can easily change the text of the content 
4. Now, in the text editor you, will get two types of text. Text which you can edit, and text which is automatically entered in the final email to be sent to the client, which are included in curly brackets. 

          Let us try to understand how this works: 
 
          “Dear {Learner_Name}, 

           {Entity_Type} {Course_Title} unassigned. You no longer need to complete the course. 

           Reason :{Unassign_Reason} 

           Thank you.” 

         This is the message in the template.  

So, if you are assigning the course to a person called ‘Erika’, their name will automatically appear on the {Learner_Name}. Similarly, the type of course will appear on the {Entity_Type} and the name of the course will appear on {Course_Title} 

1. Please note that you can change or delete all the text except the text enclosed in the curly brackets. You can move their positions, but you are not allowed to delete or change them in any other way. 
2. The template has {Unassign_Reason}, which is reason why the user is unassigned from the course. You will not be able to edit the reason from the editor. The reason you choose while unassigning the course will be automatically entered into the message.  
3. Once you are done, click on ‘Update’ 
4. If you are not happy with the changes, and you want to revert to the default settings and text, click on ‘Reset’ 
5. In case you want see how the email template looks, you can click on ‘Send Preview Email’ to send a sample email to your own Email ID registered with Levelup. 

Editing the Course Over Due Template 

1. Click on the pencil icon beside ‘Course Over Due’ to edit it 
2. You will get redirected to the ‘Course Over Due’ Editor Page  
3. You will get the text editor where you can easily change the text of the content 
4. Now, in the text editor you, will get two types of text. Text which you can edit, and text which is automatically entered in the final email to be sent to the client, which are included in curly brackets. 

              Let us try to understand how this works: 
 
             “Dear {Learner_Name}, 

             {Entity_Type} {Course_Title} is passed due date {Due_Date}, please complete. 

            Thank You.” 

            This is the message in the template.
 
So, if you are assigning the course to a person called ‘Mark’, their name will automatically appear on the {Learner_Name}. Similarly, the type of course will appear on the {Entity_Type} and the name of the course will appear on {Course_Title}.  

1. The Field {Due_Date} will automatically have the original due date set during assigning the course. 
2. Please note that you can change or delete all the text except the text enclosed in the curly brackets. You can move their positions, but you are not allowed to delete or change them in any other way. 
3. Once you are done, click on ‘Update’ 
4. If you are not happy with the changes, and you want to revert to the default settings and text, click on ‘Reset’ 
5. In case you want see how the email template looks, you can click on ‘Send Preview Email’ to send a sample email to your own Email ID registered with Level