How do I create custom email templates for a catalog or subcatalog?
As an admin, you can create custom email templates for catalogs and subcatalogs in your account. If email templates are not created for a subcatalog, it inherits the parent catalog templates.
Open Admin
Click the User Name drop-down menu [1]. Then, click the Admin link [2].
Open Catalogs
Click the Catalogs tab.
Open Catalog
Click the catalog name link.
Open Customizations
In the Catalog settings drop-down menu, the Catalog Info page displays by default. Click the Customizations link.
View Email Customization Options
The catalog's email customization links display in the sidebar menu. You can create the following email templates:
- Registration Email [1]: sent when a user successfully registers for a Catalog account.
- Enrollment Email [2]: sent when a user is successfully enrolled in a catalog course or program.
- Listing Completion Email [3]: sent when a student completes all course or program requirements.
- Failed Payment Email [4]: sent when a user's payment is not processed.
- Certificate Email [5]: sent when a student receives a certificate after completing course or program listing requirements.
- Waitlist Invite Email [6]: sent when a waitlisted student can enroll in a course or program.
- Enrollment Invite Email [7]: sent when someone invites a user to a course or program purchased in bulk.
- Bulk Purchase Email [8]: sent when a user claims multiple seats through bulk purchase.
- Deadline Nudge Emails [9]: sent a reminder emails few days before a course ends, with dynamic content based on the students enrollment details, progress, and timing.
- Abandoned Cart Nudges [10]: automatically re-engage students who leave items in their cart without enrolling. After a set delay, they receive a personalized email with cart details and a link to complete checkout, helping reduce drop-off and recover lost revenue.
Open Email Template
Locate the email template you want to create, and click the email template link [1].
Then, click the Create Email button [2].
Create Email Template
View the template email name and description [1].
Add the email subject in the Subject field [2].
Enter the title that appears at the top of the email in the Headline field [3].
Create the body of the email in the text editor [4]. Learn about using the email text editor.
Enter a name for the call-to-action button that displays at the bottom of the email in the Action Button Text field [5].
Open Email Preview
Click the Preview button.
View Email Preview
View the email in the Preview Email window [1]. To close the preview window, click the Close button [2].
Send Test Email
Click the Send Email button.
Send Email
Your email address displays [1]. Click the Send Email button [2].
View Test Email
View the test email in your inbox.
Save Email
To save your email template as a draft, click the Save Draft button [1].
To save and publish your email template, click the Save & Publish button [2].
View Saved Email Notification
After you successfully save and publish the email template, Catalog displays a Saved Email notification.
Create Custom Deadline Nudge Email
Click the Deadline Nudge Email link [1]. To customize the nudge email, click the Create Email button [2]. To preview the email template, click the Show Preview button [3].
Customize Deadline Nudge Email
You can make the necessary changes to the email using supported variables.
- {Student first name} Personalizes the email for a more engaging touch.
- {Student last name} Useful for formal communications.
- {Student email} Could be used for CC/BCC tracking or in email footers.
- {Current progress percentage} Helps encourage students to complete remaining tasks.
- {Course start date} Important for reminders related to course kick-off.
- {Course end date} Critical for deadline-driven nudges.
- {Days until Course ends} Helps create urgency for incomplete coursework.
- {Incomplete modules count} Highlights how much content remains to be completed.
- {Enrollment date} Helps track time-based nudges.
- {Days since enrollment} Useful for engagement nudges (e.g., "You enrolled 30 days ago!").
- {Institution name} Allows institutions to brand their nudging emails.
- {Root Catalog name} Personalizes messaging for multi-campus use cases.
- {Subcatalog name} Useful if nudging emails are customized per department.
Create Abandoned Cart Nudge Email Reminders
Click the Abandoned Cart Nudge Email link [1]. To customize the nudge email, click the Create Email button [2]. To preview the email template, click the Show Preview button [3].
Create Abandoned Cart Nudge Email Reminders
You can make the necessary changes to the email using supported variables.
- {{cart_abandonment_date}}
- {{days_since_abandonment}}
- {{recover_cart_link}}
- {{cart_items}}
- {{cart_total}}
- {{subcatalog_name_with_link}}
View Email Preview
The preview email template gives you a visual example of the email content and layout as it will be received by learners enrolled in the course.
