Customise email content

Overview

the Flow Learning platform sends out automatic notification emails to learners and training managers which you can customise to suit your company or brand needs.
Start from the Flow Learning dashboard.

Select Company > Email Content.

Find and select the email template you wish to customise. You can do this by scrolling down the list, or using the Search and Filter icons on the top of the email templates list.

Select the Language from the dropdown menu to edit the email template for different languages.

Select the highlighted text boxes with the square and pencil icon to edit the content. A text editor will appear, with options to edit and format your text, as well as add images, links and embed videos.

Select Save when you finish editing your email template.

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Common Tasks in Flow Learning Delete items in Flow Learning by batch Generating reports for the first time Build a compliance report Access the Flow Management System as a training manager Troubleshoot learner log in issues Get the most out of the Flow Learning dashboard Access Flow Learning as a learner Get familiar with the Flow Learning Management System
Create rules with Training Record Mapping Assign learning Edit training dates for a learner
Export Module Builder files to SCORM Create a certificate with dynamic fields Build training modules using Module Builder
Understand the training calendar
Manage modules assigned to learners Track module status with the Learner Progress Report View answer history organised by module Create custom challenges with SCORM content Add SCORM files to Flow Learning Use the Language Support Tool
Manage classifications for External Training Upload supporting documents for an External Training Introduction to External Training Archive External Training External Training and training calendar FAQs Understand the training calendar Organise external learning using classification Set up training locations Set up a training session in the training calendar Build External Training Mark an External Training record as complete
Introduction to Appraisal Forms Set up appraisal reviewers by branch and department Link a goal to an appraisal Assign default reviewers by branch and department Get the most out of annual reviews (webinar)Review and complete appraisals as a manager Use the Company Rating Scale Assign individual appraisals (through assigned learning)Assign individual appraisals (through a learner profile)Understand appraisal questions Understand appraisal categories Understand action plan settings Create appraisal forms Edit appraisal templates Review and reply to appraisals (as a manager)Delete scheduled appraisals Assign a reviewer to scheduled appraisals
Reissue a workbook to learners Introduction to Workbooks Understand workbook sign-off settings Review and complete a workbook Understand workbook categories Understand workbook sections Create workbooks
Manage job roles Introduction to Competences Track critical roles with Succession Planning Rate competences as a learner Create Competencies Mark and Rate Competences
Introduction to Collections Add a challenge leaderboard to a collection Add Knowledge Checks to a collection Edit the order of collections Assign a collection Manage a collection Create a collection
Create Knowledge Checks (Quizzes)
Introduction to Leaderboards Set up leaderboards View leaderboards as a manager
Add and edit refresher rules Issue refresher learning manually
Introduction to Appraisal Forms Build a Job Role Create check in values for goals Manage classifications for External Training Introduction to Career Mapping Set up goal templates Set up leaderboards Build external links Create additional learning Add SCORM files to Flow Learning Create Competencies Build a compliance report Build Career Maps Create a collection
Upload Evolve modules as SCORM files Set up course completion for Evolve modules Create themes for Evolve modules Edit compliance modules with Evolve Add questions to Evolve modules Standard image sizes for Evolve modules Use the Game component in Evolve Gamify an Evolve module using the Achievements extension Optimise and upload videos for Evolve modules Create and optimise graphics for Evolve modules
Identify and merge duplicate learners Export learners in CSV format Manage Long-term absences (LTAs)Share learning records between companies Access a learner's certificate Link a learner (with multiple links)Link a learner (with multiple links) as a manager Unlink a learner (user verification)Add and edit job titles Check for and manage duplicate learners Merge learners Add individual learners to the system Edit individual learners' information Remove individual learners from the system Use the feed to check updates
Set permissions for training managers
Manage jurisdictions in Flow Learning
Edit training structures
Add and edit job titles
Manage job roles
Track critical roles with Succession Planning
Customise company branding
Set permissions for training managers Link a learner (with multiple links) as a manager Check for and manage duplicate learners Use the feed to check updates
Create an "Overall time spent in learning" report Create a Knowledge Check progress report Track module status with the Learner Progress Report View the Flow Learning compliance report View reports on employee transfers Compare cash sheets sales with POS View an employee length of service per unit View productivity Edit fields of a payroll incidences report Generate ROTA KPIs report View complementary (variable) hours View the attendance control report for an inspection View personnel costs Generate reports on workers' night hours Analyze projected vs. actual worked time View hours worked by employee or work center View shift graphs and analytics Understand employee variable hours and overtime
View a noticeboard item within Flow Learning Add and remove Noticeboard items to branches Create noticeboard categories and subcategories Remove or archive a noticeboard item Noticeboard items FAQs Add a simple noticeboard Item
Build news items Upload videos on to a news item
Create noticeboard categories and subcategories
Understand the insights email Customise email content
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