Customizable Email Fields

Each email type has customizable fields and settings.

• From Name: The name to display in the From field in the email.
• Subject: The subject line of the email.
• Data Sort Order: The order of data in the report included in the email. The default sort order for each email is as follows:
  • User emails: Due Date, Course Title, Course Type
  • Supervisor emails: User Name, Due Date Descending, Course Title
  • Administrator emails: Supervisor Name, User Name, Due Date Descending, Course Title

  If desired, you can select an alternate sort order from the drop-down list:

  • User emails: Course Title, Due Date, Course Type
  • Supervisor emails: Course Title, Due Date Descending, User Name
  • Administrator emails: Supervisor Name, Course Title, Due Date Descending, User Name
• Email Text: There are two blank fields that you can use to display custom text in each email. Each field is limited to 2000 characters. Click in the empty field to begin entering your custom text. Click in the blank field at the end of the email to enter additional custom text.
• Distribution List: The audience who will receive the email. For Custom email types, this audience can be filtered by demographic, course title, user status, course due date, or course assigned date. If no users meet the criteria established in the distribution list settings, no emails will be sent.
• Start Date: The date on which an email will first process.
• Email Frequency: For recurring emails, the frequency at which the email will be sent.

The following table shows which of these fields can be customized for each email type.