Creating the Required Templates

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

Before you can configure the notifications for a program, you must have already created the email templates to use, so this is the first step in setting up the notification system. Each type of notification in the Program Compliance system triggers an email, which must be predefined through a template.

Note that a default template for each notification type has been provided for you, but you may edit the template if required. You may also create additional templates for any of the notification types.

To create a new template:

1. Go to System > Correspondence > Templates. A list of all existing templates is displayed.
2. Click the NEW button. The New Template window opens.
3. In the TEMPLATE NAME field, enter a name for this template. Use a descriptive name so that you'll be able to easily identify it later. For example, if you're creating a template that will be sent to new locations you've just added to a program, perhaps you'll want to name it WELCOME.
4. Enter a subject for the email template.
5. From the TYPE droplist, select PROGRAM COMPLIANCE.
   
   
6. Select YES from the MERGEABLE DATA droplist. This allows you to use replacement tags in your email message.
   
   

   Replacement tags are simply placeholders that will be replaced by actual data. They allow you to create an email that can be personalized for multiple recipients. For example, the tag [[LOCATION]] will be replaced with the actual name of the location to which the email is being sent.

7. Click the SAVE button. The Template Profile window opens, allowing you to edit the template. Once you've created the template, you must edit it to add the text to the template.

You will need a separate template for each type of notification.

To edit an existing template:

1. Select the template that you want to edit from the Template List. (Note: If you're in the process of creating a new template, the Template Profile page may already be opened.)
2. Click the EDIT button.
   
   
3. In the Edit Template window, set up the template as desired.
   
   

   You may use the INSERT CODE SNIPPET button to insert mergeable data fields into the text section of the template, or you may enter the replacement tag directly. See Replacement Tags for a list of all tags available for use in the Program Compliance system.
   
   

4. Click the SAVE button.
   

ref: Programs