There are three types of automated course emails: Welcome (sent at purchase), Reminder (sent X days prior to the course’s start date), and Thank You (sent as a follow up after the course is completed). All are sent automatically for online and in-store course bookings.
You can set these emails up per individual course on any course’s Email tab, but most stores set them up by certification type and then they apply to all relevant courses automatically. (ie, Concealed Carry courses get one set of emails while Pistol 1 courses get another.)
To Create a Course Email:
- Go to Manage > Store configuration > Email Options > Notification Templates, then select a course related email template.
- Click on Create Default Campaign to begin to setting up your email.
- You will see that there is the option to select certification type in the Rules and Conditions area:
- Under the Email Template section, compose your HTML-format email message. You can include images, links, tables and more.
- Give the template a name and save it when you're done composing, then click Create Campaign.
- If you have courses set up already that will qualify for this email, make sure to click the Update Existing Courses button on the setup page in order to apply it to those courses you already have. New courses created moving forward will use these emails automatically.