Template and Notification Management

Copying existing email templates Templates contain the content that will be used in email notifications, which can be set up as part of an application, event, or credential. Copying existing email templates can be easier than creating a template from scratch because it has an example built in. You can then custom edit that template to fit your needs. --------------------------------------------------------------- Follow the steps below to copy email templates: 1. Log into your Prolydian acco...

Email template placeholders list When creating or editing email templates, placeholders can be used to automatically populate information about a candidate, application, event or credential based on the "Template values come from a" setting. You can double click to edit an existing placeholder and can delete or format them like normal text. - Log into your Prolydian account at https://app.prolydian.com and go to Assets > Templates - Search for the template you wish to edit and click on it t...

Creating email templates Templates contain the content that will be used in email notifications, which can be set up as part of an application, event, or credential. Follow the steps below to create email templates. Log into your Prolydian account at https://app.prolydian.com and go to Assets > Templates and click "Create new." --------------------------------------------------------------- Template editor window In the template editor window enter the following: Template Tag This is t...

Setting up reminder email notifications When creating notifications, you have the option to set them up to be sent immediately when a specific event happens in the system, or to have them scheduled to send a specific amount of time before or after an event. For example, this feature would be useful to send reminder emails 30 days before a candidate's credential will expire to remind them to recertify or to remind examinees the day before their scheduled exam. You'll first need to create the te...

Adding notifications to events/applications/credentials Log into your Prolydian account at https://app.prolydian.com Go to one of the following - Applications > Applications - Events > Events - Credentials > Credentials - Click on the app/event/credential name - Go to the "Notify" tab and click the "Create new" button - Select the trigger for the email from the "When this happens" dropdown. The email will be sent after this event occurs. - Attach the email template by clicking the d...

Editing templates - Log into your Prolydian account at https://app.prolydian.com and go to Assets > Templates - Click on the template you wish to edit - Modify the text in the Body Content section to change the message body content. Modify the text in the Title Template section to change the Subject of the message. Click Save and your changes will be added to the template. When finished, return to the Templates listing, click the action menu (three dots) to the left of the template name, ...