Customising Email Templates
Overview
Paradigm records customisable Data Resource Templates referred to as email templates and some of these data resources are related to the Online Applicant Portal. These email templates represent the default emails that are to be sent from the Provider to the applicant for the whole duration of the application/enrolment process.
BE ADVISED:
When setting up a new online applicant portal, the email address of the provider is automatically assigned based on the provider of the scheduled program. If no provider is specified, the default or primary provider in the system is used. Please note that by default, Paradigm sends an email to the residential contact type. If you prefer to change this, please let us know.
Workflow
Go to Providers > Search Content, and type in the Data Resource Number or Name to search for the email template.
Refer to the instructions in this article on how to search for a template in the Provider Record in Paradigm: How to SEARCH for a Communication Module Template.
INFO:
For more details on how you can customise these templates, refer to this article: Provider > Search, Add and Edit Content (e.g. Email Templates) which lists all the currently available merge fields for you to use.
Search for the following templates and customise them according to your business or institutionβs needs.
NOTE:
Additional documentation regarding the new applicant portal process, email templates utilised, and the associated merge fields can be found here.
Data Resource Number | Data Resource Name (Template Name) | Note |
---|---|---|
APPLICANT_REG | Applicant Portal Registration | This email is sent to the applicant automatically after the applicant submits their application form. The email contains the login credentials for applicants to login to the Applicant Portal. |
New Process | Applicant Registration | An applicant has applied on applicant_register_form but no ApplicantAccount is set, and no applicant login has been created. |
New Process | Applicant User Creation | |
New Process | Application Success | This is sent to providers when an applicant has completed the course enrolment application process. It is sent to the home institution of the scheduled course. If the config |
EMAIL_CRS_OFFER | Course Enrolment Offer Notification | |
EMAIL_OFFER_ACCEPTED | Course Enrolment Offer Accepted | |
EMAIL_OFFER_REJECT | Course Enrolment Offer Rejected | The applicant will receive this email when they reject their Course Offer. |
APPLICATION_SUCCESS | Application Success | |
and New Process | Course Application Submitted and Course Enrolment Offer Accepted |
|
APPLICATION_UNSUCCESSFUL | Application Unsuccessful | You can create your own email template for cases when the applications are not successful. |
If you are having auditions and interviews prior to being accepted to the Course/Program, you might need to have the following email templates configured - depending on how you are doing your auditions or interviews:
ROUND1_REJECT | First Round Interview/Audition Reject Letter | If the applicant is rejected on the First Round of Interview/Audition - they will receive this letter |
ROUND2_AUDITION | Notification to Proceed to the Second Round of Interview/Audition | If the applicant is successful on their First Round of Interview/Audition - they will receive this letter for the instructions on how they can proceed to the Round 2 Audition/Interview |
ROUND2_REJECT | Second Round Interview/Audition Reject Letter | If the applicant is not successful on their Second Round of Interview/Audition - they will receive this letter |
NOTE:
Depending on your institutionβs application acceptance criteria, you have the option to add more email template responses for each possible decision. Please contact our Support Team if you need to discuss with us your business or institution requirements regarding your online applicant portal email templates.
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