Customize Re-engagement Emails

You can choose to customize the content of the re-engagement emails you send to learners.

To customize re-engagement emails

  1. On the Admin menu, select SETTINGS  then Engagement & Notifications, and then Email Campaigns.
  2. In the Re-Enagement emails section, ensure you have the Allow Percipio to send emails containing new and recommended content to users who have not accessed content in 30 days or longer selected.
  3. Select Custom from the Email template drop-down list.
  4. Select the Edit email button. A page displays where you can customize each email template separately. There are up to four available template formats. If you have not enabled Digital Badges or Learning Goals, you only see two templates.
  5. Select Save to save your changes to all templates.
Note:You can always revert to the default templates by selecting Default from the Email template list. Any customizations you made are retained if you select the Custom option again.

Customization fields

On the Customize Re-engagement Emails page, fields display where you can customize the:

  • Subject line: the email subject. This field is required.
  • Header text: The large heading that appears in the body of the email. This field is required.
  • Preheader text: Additional text that appears in the inbox underneath the subject, to give recipients a better idea what the email is about. This field is required.
  • Introductory text: The first set of content in the body of the email. You can use the editor to add styling to this text. This field is optional.

Please note email customizations will not be auto-translated. They will display in the language that you write them. All other email text will be delivered in the learner's chosen language.

Variables

You can also use two variables within the custom text, {First_name} and {Organization_name}, to further personalize the email content.

Example using variables

In this example, the learner receiving the welcome email is Jeremy Fields, and his company is Akara.

In the subject line field, this string:

{First_name}- Don't miss the latest from {Organization_name}

Produces this subject line in the email for Jeremy:

Jeremy - Don't miss the latest from Akara