Today’s Truss RTO introductory walkthrough video covers the basics of the Scheduled Email delivery system. This system is used to schedule the delivery of templated emails or SMS messages to students, trainers, co-providers or any other contact type stored in your Truss RTO system. It’s used to send out reminder emails and other notifications automatically, a set-it and forget-it email system that works for you.

As per normal we begin the video on the Dashboard screen, and click on the “Training Admin” category and then on “Scheduled Notifications”. The example scenario that we cover in today’s video is to send a reminder to complete pre-course work 3 days before the course start date, only if they haven’t yet completed it, and we can set this up in just a few clicks.

So once we click on “Add a new scheduled notification” in the top right corner, we need to give the notification a name just for reference purposes. By default all scheduled notifications when they’re first created are switched off, this is to allow you to completely configure and test the notification before making it live to your students. Working our way down you can specify individual units that the template applies to, for example you could schedule a reminder to bring extra materials such as steel-capped boots for a workplace safety course if need be.

You will also see a workflow selection, you can specify if the reminder should be sent for all course types, only public courses, only private courses or more. Once the notification is accurately targeted, you then add it to the scheduler. This is done by using the number of days before or after a specific event, where it’s the course start date, course anniversary date or a unit expiry.

Once scheduled the last step is to specify which Email Template you would like the scheduled notification to use (you can also make your own Email Templates, but that’s covered in a later video). So to complete the example scenario I mentioned above, I have picked the student login email template, and set it to deliver to students who haven’t completed their pre-course work at 3 days before their course is set to run, to remind students to complete their work.

There are many applications for the scheduled notification system. This video covers one of the more basic scenarios, but as you can see it’s a clear and simple process.

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