Edit an email's wording

Change an email's subject, heading, message and button, with merge fields and a test send.

1 min read

  1. In Settings → Templates → Emails, choose Edit next to an email. You can switch to any other email from the list on the left.
  2. On the Content tab, edit each part in turn:
    • Subject
    • Preview text: the line most inboxes show after the subject.
    • Heading
    • Message
    • Button: its label. The button links to the right place for that email, for example the verify page for Certificate issued.
  3. Use Insert to add merge fields such as {{learner_name}}, {{course}}, {{certificate_id}}, {{expiry_date}} and {{score}}. They're filled in for each learner when the email is sent.
  4. Use Preview with to see it for a real learner, in Desktop or Mobile.
  5. Choose Send me a test, then Save template.

For Certificate issued, the certificate PDF is attached automatically.