Template and Notification Management

Email template placeholders list

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." In the template editor window enter the following: Template Tag This is the name for your template within the Prolydian platform, it is only visible to admins and should follow the format: ...

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 template for your notification. For details ...

Adding templates to events/applications/credentials

- Log into your Prolydian account at https://app.prolydian.com and go to Events -> Events and search for your exam event - Click the three buttons next to your exam and click "Manage" - Go to the "Notify" tab and click the "Create new" button - Attach the email template by clicking the dropdown under "Use this template." and fill out the conditions conditions under which the email will be sent: - Click "Save." --------------------------------------------------------------- The steps for...

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, and choose "Send sa...