How to create an email notification template

Once a notification has been configured, you can add it to forms, tasks, and/or trainings to ensure the right people are informed of specific events.

How to create an email notification template

1. Click admin on the bottom left of the screen.

2. Select notification config.

3. Click create notification config.

4. Enter the name and select which toggle you’d like to turn on to send email notifications.

We are building a Training Notification.

For this config, we’d like to send emails when a new training is created.

1. In the drop down, we’ll select active users, if additional users need to be added, you can do so in the user drop down. We’d also like to send an email notification to Andy the Administrator once a training has been completed.

2. To do so, we’ll toggle on complete and select Andy from the drop down.

3. Once all looks good, click create.

Now when we are adding a training type, we can select this notification config and users will be informed this new training has been created, and Andy will be sent an email when a user completes it.