Set up program and certification messages
  • 21 Jun 2022
  • 1 Minute to read

Set up program and certification messages

Customised, automated messages can be created and emailed to all users assigned to a program or certification. An optional message for the managers of each assigned Learner can also be added, depending on the message type selected.

To add messages to a program or certification, open the Messages tab in the relevant program and follow these steps:

  1. Select the required message type from the Add a new dropdown menu and choose Add.
  2. If relevant, set a time-based Trigger for the message being sent.
  3. Add a Subject line and Message body, using variables as required.
  4. Select Send notice to manager to send a message to the manager of a Learner at the same time the message to the Learner is sent. If a Learner has multiple job assignments with more than one manager, the message will be sent to all managers.
  5. Add a Subject line and Message body for the manager notice, using variables as required.
  6. Select Save changes to save the message(s).
If a subject is not provided, i.e. the field is left blank, the manager subject is populated with the default language strings for each message type.

The Enrolment message and Exceptions report message are added by default for every program/certification.

The subject of the message will be displayed to recipients on their dashboard.

Setting up a program message.

Variable substitution

Variables can be inserted into the Subject and/or body of a Message so that they will be replaced with personalised content when the message is sent. Variables should be inserted exactly as shown.

The Totara Academy has a whole course dedicated to using Programs and certifications in Totara Learn. Here you can learn more on how to use programs and certifications, see best practice, and give it a go yourself.

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