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Email Options

Table of Contents

Overview Structure of the Email Options Dispatch Settings Editing and Creating Templates Available Tags

Overview

With the email options you can create and edit templates for emails that are used module-specifically within Evalea .

 

Structure of the Email Options

 

  1. Delivery settings: Specify whether Evalea standard or an individual SMTP mailbox is used.
  2. Module overview: Shows all sendable message types per module.
  3. Editing message types: Allows you to edit existing templates.
  4. Editing email message impulses: Customize the templates used for email impulses.
  5. Editing Outlook Impulse templates: Customize the templates used for Outlook Impulses. 

 

Notice

Below the configurable templates you will find system-side standard messages that cannot be edited. A preview of these messages can be displayed using the magnifying glass symbol.

 

 

Dispatch Settings

Evalea offers two dispatch alternatives:

  1. Evalea Standard SMTP
  2. Individual mailbox

1) Evalea Standard SMTP

Messages are sent via the Evalea mailbox info@evalea.app .

  • Features:
  • Setting options: 
  • Activate Evalea Standard: Yes/No. 
  • Display name: Name that appears in the recipient's email program. 
  • Reply address: Emails will be sent to the address entered here. If this address is missing, emails will be sent to info@evalea.app . 
  • Test message: Check the settings by sending a test message.

2) Individual mailbox

A separate SMTP mailbox is used for sending. This mailbox can be managed by you.

  • Features:
  • Setting options: 
  • Enable individual mailbox: Yes/No. 
  • SMTP host: Server address. 
  • Port: Port number of the SMTP server. 
  • Username: For authentication on the server. 
  • Password: Authentication password. 
  • Display name: Name that appears in the email program. 
  • Shipping address: Address that appears as the sender. 
  • Encryption & Authentication: Selection of security standards.
  • Test message: Check the settings by sending a test message.



Editing and Creating Templates

  1. Select template: Select the template using the gear icon.
  2. Message title: The title should allow for clear assignment (visible only to HR).
  3. Edit subject: Custom email subject.
  4. Formatting options: font, size, color and style.
  5. Use tags: Personalize the message with data from Evalea (e.g. name of the recipient, training date).

Available Tags

  • Training details: name, date, location, times.
  • Recipient details: Salutation, first name, last name, email.
  • Manager details: Name and title of the manager.
  • Trainer details: Full name.
  • Evaluation: Survey link.
  • General information: learning objective, participant status link. 

     

Notice

  • Templates can only be used within the specific message type (e.g. reaction phase, email impulse, surveys, etc.)
  • Editing an email template has no impact on training courses that have already been created. The email template must be adjusted manually within the training courses.
  • “(Default message)” marks the message template that will be used unless the template is adjusted within a pulse.
  • You can create as many message impulses as you want per type and decide within the impulses which template you want to use.