Introducing your company to a new software or platform can be difficult, but SafetySkills is aiming to make it easier by allowing you to create a fully customized Welcome email to send from the system to your users. The ability to access and configure the account’s welcome email, and other display settings, will depend on the user type you are assigned. For more information about user types and permissions please review these two articles: Creating User Types and User Permissions
To begin, please click on the menu, then “Setting,” go down to “Display Settings.”
On the left side, you will see the section called “Welcome Email Body Template.” The current text in the body is our standard Welcome email text. If you want the system to send the text as outlined here, do not make any changes to this page.
If you would like to edit the text that currently exists, click inside the box and begin typing new text.
If you make adjustments, but would like to revert to the original text you will need to click the blue “Copy from Template” button at the bottom. This will repopulate the default welcome email text.
When editing or creating a new custom email, please note that the email can be written in HTML format for the system to further format the email to your learners. However, formatting in HTML is not required.
To preview the email before saving your settings, you may click on the “Preview and Save” button at the bottom of the template. This will generate a pop-up of what the current text will look like.
When you are satisfied with your email, be sure to click the “Save” button at the bottom of the pop up. If you click “Close” this will not save your changes and the LMS will continue sending the default Welcome email to your learners.
Please note: Due to your computer and program settings, your HTML text may vary from this example. For assistance with your welcome email, please contact SafetySkills Help Desk by calling 405-463-6656, options 2, or emailing email@example.com.