Link an e-mail confirmation to a course

If you want participants to receive an e-mail message automatically with the confirmation that they have registered for the course, you first have to configure this. You then add a message template and link it to the course. In the e-mail message, you can add a hyperlink to the customer portal (OutSite) from where they can download an invitation (route description).

You add message templates of the type Course yourself and link them to each course.

Note:

The e-mail message can only be sent if an e-mail address has been entered for the contact.

Add a message template for e-mailing the course confirmation and reminder:

  1. Add a message template of the type Course for the default course confirmation.
  2. Add fields (tags). For example, for course these are: Aanhef, Cursusomschrijving and a link to the course page.
  3. If applicable, add a QR code. You use a QR code as a link via which a website can be viewed on a mobile phone. For example for a route description or an action page.
  4. If applicable, add a QR code with the tag {UniekeDeelnemerSleutel}. When the course confirmation is sent, Profit will generate a QR code with a unique participant key. You can use this, for example, for the identification of the participant when entering the building.
    1. Click on: App_Berichtsjabloon raadplegen en wijzigen.
    2. Enter a URL address, a QR code already generated by Google or a combination of the two. For a course confirmation you can also enter the tag {UniekeDeelnemerSleutel} as admission ticket.
    3. Click on: OK.

    You now see the image with the QR code.

  5. Add another message template of the type Course for the text of the reminder. Make it clear in the description of a message template whether it is for the course confirmation or the reminder.

More information:

View and change a message template

Reports you e-mail (either as PDF or as e-invoice) are sent with an accompanying e-mail message. You specify how this message looks in the message template.

You need at least one message template for each report type. Profit comes with a number of sample message templates. You can also add multiple message templates yourself for the same report type, for example a Dutch version and an English version.

To view and change a message template:

In this example you view the message template for e-mailing a quotation.

  1. Go to: General / Management / Message / Message template.
  2. Open the properties of the message template.
  1. Open the properties of the message template Verkoopofferte.
  1. Go to the tab:General if you want to set a deviating sender.
  2. Go to the tab:Contents.

    App_E-mail_Berichtsjabloon raadplegen1

    In this example you see fields (tags) which further personalise your e-mail message with the PDF quotation, for example by adding the quotation number, debtor number, salutation, etc.

  3. If required, change the text of the message template.
  4. If you want, you can add more tags:
    1. Go to: the position where you want to add the field.
    2. Click on:Invoegen tag.
    3. Select a tag.
    1. Go to: the end of the added sentence.
    2. Click on:Insert.
  5. Go to the tab:Attachment if you want to change the name of the attachment.
  6. Click on: OK.
  7. For the message types for the purchase and sales process, check whether a message gets generated according to your expectations. For example, use a deviating issue method for a bulk message via e-mail and then check the e-mail example.

Link message templates to a course:

  1. Open Profit Windows.
  2. Go to: CRM / Course management / Course.
  3. Open the properties of the course..
  4. Go to the tab: Confirmation.
  5. In Report invitation, select the invitation to be sent.
  6. For Message registration, select the message template with the confirmation that is sent when a participant has registered for a course.

    Profit sends this confirmation irrespective of whether the participant has registered via the portal or via Profit Windows.

  7. Select a Reminder report.
  8. For Reminder message, select the message template you have added for this.
  9. In Number of days in advance, enter the number of days before the start of the course when the reminder should be sent.
  10. Click on: OK.

Directly to

  1. CSS Course in OutSite
  2. Prior knowledge when adding a course
  3. Register for a course
  4. Confirmation of course registration
  5. Download an invitation
  6. Information page with course overview
  7. Register for a fully-booked event
  8. Registration form for not-logged-on visitors
  9. Register an anonymous participant immediately for a course