Did you know that over 85% of all emails are identified as spam? This means it would not be difficult for some legitimate emails to be blocked. Some are directed to a junk/spam folder, other emails are never delivered at all. A number of email providers (including the big three - Google, Microsoft and Yahoo) no longer use “blacklists” (ie lists of known email spammers) but use various methods of identifying spam, ie email content, authentication etc.
Continue ReadingShort codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs The following shows the different short codes, their name, a sample of the output and a description. If you spot any inconstancies or you notice there is more than what is listed here please let us know!
Continue ReadingShort codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs Pricing Details can be used on emails and in PDFs, but are also used when displaying the information on public pages and pages within Wordpress. The Pricing Detail fields rely on a few records to be in place:
Continue ReadingIt can be useful to create a reminder email to students to ensure they have all the information they require to attend training. To do this within CourseSales.com follow these steps: Create a process step ‘Send reminder’ and add that to the Document Process Path Create an email with the information required Add a process rule linked to the process step that sends the email to the customer (student) role
Continue ReadingShort codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs The following is a table displaying the different short codes, their name, a description and the license that they apply to. This is a lot to maintain - if you spot any inconstancies or you notice there is more than what is listed here please let us know!
Continue ReadingAll short codes can be used in emails and PDFs to generate customised content. A limited set of these codes can be used in the payment pages of a payment method. Short codes use words to describe the field enclosed within square brackets eg [Venues:VenueDisplayLocationName]. Some of the short code names are obvious others are not to obvious or slight different to the expected name, due to field name changes or standardization (short codes lag behind any changes due to them being on static content).
Continue ReadingTrainers are busy - how can be help them manage their schedule and keep updated with the courses that they are scheduled to attend? CourseSales.com offers a number of ways to do this. Firstly the trainer portal displays the courses that a trainer is linked to, this means that the ‘schedule’ is the most up to date display of the courses scheduled for a trainer - it even includes past courses and cancelled courses.
Continue ReadingThere are many different date & time variables that you can use on invoices, registration forms and emails. These include the dates & times specified for courses or internal events like updating a price and timestamps that are system recorded times linked to process steps or documents eg. modification and creation. In addition to these you can of course create your own custom date and time variables such as Date of birth eg.
Continue ReadingIn CourseSales.com some records can be linked, for example People can be linked to a course master, so that emails come from or get sent to those people who have the specified role. PDFs can be linked to emails so that the PDF is attached to the email when it is sent to the recipient. Linking is a non-permanent way to relate one aspect of CourseSales.com to another. Links are infact the only think that you can ‘remove’ or ‘delete’ from CourseSales.
Continue ReadingIf you have an email subject that looks like this: Certificate & evaluation of HLTAID001 Provide CPR +22282VIC & 22099VIC in Australia It is because there is HTML formatting in the subject line that needs changing. Do this by editing the email subject (Publish>Content>edit) click on the ‘HTML’ button so that you can edit the source HTML then change the & to &, update the HTML and save.
Continue ReadingYou an create certificates, or testamur, by creating a content of the type ‘PDF’ you have access to variables and can incorporate images for signatures etc. Print certificates generated from process steps PDF Certificates can be emailed External reference number allows referencing back to training organisation database Incorporating QR codes TIP When testing that your PDF certificates look as you expect, rather than sending lots of emails you might want to know How do I download a PDF generated from a PDF template?
Continue ReadingSimilar to a mail merge you can address emails and PDF files to those included on documents. Within email or PDF templates the variables appear within square brackets eg. [Documents:DocumentContent46] or [CourseDates:PriceCurrent] When editing an email you can access fields from two places, the HTML edit menus have the Field Picker and to the right there is a Fields button that opens a popup. The Field Picker allows selection of general topics and then specific fields, for one-off insertion.
Continue ReadingAutomatic email archiving can be set up in two ways: Creating an 'archive' or 'observer' role that is a BCC recipient on all process rules where you want to keep a copy of the email. Remember to add the appropirate user to all course masters and course dates. Let us know which email address(es) you would like email copies sent to. Additional email setups For the test server and for those with an International Training Company license and greater, let us know the address(es) you would like to have all test emails sent to.
Continue ReadingCreate an email by visiting Publish>Content>Add - then select ‘email’ as the content type. This will show two content fields, Subject and Body. Edit the content and include the necessary information as required To send the email template add this to a process rule - where you will specify which role to send the email to and which role to send it from. You may also wish to include images in the email, include files and attach a PDF to the email.
Continue ReadingYou can use the HTML editor to create templates that can then be converted to PDF. Not all your best efforts immediately transfer to a masterpiece in PDF however. When designing PDF templates keep in mind that the conversation from HTML to PDF by the TC PDF generator needs basic HTML. You will need some basic HTML coding experience as you are unlikely to be able to create robust PDF templates without editing the HTML code directly.
Continue ReadingYou can upload files to CourseSales.com, this could include images that might be useful when describing courses. These files can be used as embedded images in: Course descriptions PDFs (created dynamically when sending emails) Emails Content for extranet forms, process step forms or document forms Topic descriptions Venue descriptions Promotional descriptions It can also be files to download eg.
Continue ReadingCreate a file category Upload the file to CourseSales.com (content>files>new) Link the file to the file category Edit then link the file to the course master Link the file category to the email How do I create a file category? Publish>Options Click on the tree view (forth icon from left) for ‘File categories’
Continue ReadingAdd document references to your emails or PDFs. You can use the unique identifier for course dates and documents (enquiries/registrations) as a way to keep track of someone’s registration. To do this we recommend that you put the following at the bottom of your emails: Course reference: [CourseDates:CourseDateId] our reference is: [Documents:DocumentExternalId] Hint: beta feature - use with caution to include the name of the email template (for troubleshooting purposes) use this: [Email:TemplateName], hide as white text if you wish to have this on emails but not to be noticed:
Continue ReadingHow can a person to receive a copy of an existing email? CourseSales.com uses the process rules to work out which roles to send emails to. This means that one rule can be used for many courses, and who receives each email can vary by course. Assuming a login exists for the person and they have an existing role you need to add the role to the process rule, then the login to the course master or course date.
Continue ReadingHow do I find an email templates in content? Click on Publish in the top tabs Click on Content in the ribbon Select ‘email’ as the content type Click the filter button
Continue ReadingInside the CourseSales.com brain it thinks like this: Oh, Jane has selected the “Thanks for attending” process step, let’s look at the relevant Process Rule which tells us who to send the email to: Found it - we are meant to send it to the “Course Administrator” role and BCC the “Observer” role. Let’s now look at the course date for which logins should receive the email for this course
Continue ReadingTo keep track of all emails sent from CourseSales.com it is recommended that you have another email account that is BCC’ed on all communication. Set up an account with your email provider, eg. gmail Add a user ‘observer’ that includes that email address Create an ‘observer’ role (in Options) Edit and then link that user to the ‘observer’ role Link all course masters to the observer role
Continue ReadingTo first work out which Role & login email is not working use the document external ID e.g. 6CTXMJ6, to check the process step that caused the error. Do this by viewing the process step actions by cliking the magnifying glass+ icon above the process step selection. Note How do you get the document external ID? Usually in the yellow box above the document form. It is alpha-numeric and looks like this: DA7MZQK.
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