Permissions needed:
Management Console
Email notifications
1. Select Management Console > Email notifications > Automated CPD emails
2. This shows any scheduled automated CPD emails, and has fields to add a new automated email:
Name
Appears in the list of scheduled emails. We recommend keeping it simple and related to the relevant CPD scheme
Domain
Select the staff domain for the scheduling
Start including CPD periods
Set when to start including the CPD scheme in the reminder email. Default is 360 days before the end date
Stop including CPD periods
Set when to stop including the CPD scheme in the reminder email. Default is on the end date
CPD scheme
Choose the CPD scheme that the email will be used for (you can have different templates for each scheme)
CPD status
Choose whether to include users whose CPD status is On track (shows as green) or users whose CPD status is Behind (shows as red). This is calculated pro rata, so a user who’s completed 7 out of 12 hours by Q2 would be classed as On track for Q3 and Q4
Template
Choose the CPD template email that should go out for this CPD period or scheme
Date
The day that the email should be sent
Time
Default is UK (either GMT or BST) time, and we recommend sending early in the morning
Repeat after
Set the frequency in days or months
3. Select Add automated email, and the email now appears under the list of scheduled emails. Select Preview to view the content:
That’s how to schedule automated CPD emails. To remove an email from the schedule, select the Delete all selected tasks button.
If you need different permissions to work with email notifications, please contact your Customer Success Manager at [email protected].