Permissions needed:
Management Console
Email Notifications
1. Select Management Console > Email notifications > Edit template emails
2. Select the template dropdown and choose CPD reminder, then select Edit:
3. The reminder email includes the following information. The fields will automatically show each user’s CPD setup and progress:
Your CPD total target > [cpd:total_target]
Your structured target > [cpd:structured_target]
How much you have completed of your structured target > [cpd:structured_completed]
How much you have completed of your total target > [cpd:total_completed]
CPD Year CPD > CPD year
CPD Start Date > [cpd:start_date]
CPD End Date > [cpd:end_date]
That’s how to use CPD templates. Did you know you can also schedule automated CPD emails? And if you need different permissions, please get in touch with your Customer Success Manager at [email protected].