This Workflow action allows you to send a template to a workshop stakeholder; client, owner, student, trainer.
Send Workshop Template Reminder to Students 3 days prior to the Workshop Start Date
This example will allow you to send a workshop reminder to the Students 3 days prior to the Workshop Start Date. This workflow can also be used to send the reminder to the Trainer or Client.
This action will only be able to run based on Workshop Level triggers of Workshop Created, Start Date, End Date.
- Name of the workflow task
- Action: Select Send Workshop Template
- Honour Unsubscribed: set to Yes if you would like to honour unsubscribed email addresses
- To: Choose Learner and the status of Enrolled
- From: either use your API user or you can choose a specific user
- Subject: you can either use the subject you have set on your template or enter in a subject
- Include Calendar File Attachment: this will add a .ics file
- When to Run Trigger: Set the trigger to be 3 days before Workshop Start Date
- Conditions: For example; You can add conditions to the workflow if you only wish this to be sent out to certain Workshop Types, Coordination Types, Domain, Client Organisations
- Click Save Automated Task
Note: A template can be included as a PDF attachment to the workshop template by selecting an Attachment Template. Only one Attachment Template can be included in the email sent through this action.