CACWT - Support Staff: Emailing Learners through CACWT

Emailing Learners through CACWT

Description:

The instructions below explain how learners can be emailed through CACWT while in the  Training Assistant, Administrator, Affiliation Manager or Special role.  Please note: when sending an email the From line will indicate that the message is coming from the administrator sending the message (not from CACWT). 

Instructions:

1. From the sidebar of your CACWT dashboard, select Learners and click on Learners from the drop-down menu that opens.

2. Search for the learner you’d like access to by using the filters, which include the learner ID, Name, Username, Email, Status, Affiliation, Active Enrollments, and Learning Path.

Figure 4.1.2a: A brief overview of the filters available for locating learners. The filters shown in this image include, ID, Name, Username, Email, Status, and Affiliation.

3.  Once located, click on the learner’s name and you will be taken to the learner’s account information page by default. From here you will see an additional sidebar that appears when accessing a learner’s profile. From this learner profile sidebar find and select the Send Email option.

Figure 4.1.2b: A partial overview of the learner profile sidebar showcasing the Send Email option. Additional options shown include: Enroll in Learning Path, Enroll in Section, Transfer into Section, and Reinstate in Section.

4. Clicking the Send Email option will open to a page within the learner’s profile that allows you to draft and send an email to a learner. You will have the ability to draft an email from scratch or from a template. 

If you choose to send an email from scratch you will need to manually enter the email’s subject title and body. 

If you choose to use an email template, of which there are two options (one for a promotional announcement and one for a follow-up email), the Description, Subject, and Body of the email will automatically be filled out. You will simply need to edit in the specific information (e.g., names, dates, etcetera) into the body of the email.

Figure 4.1.2c: An overview of the Send Email page.

5. Once the email has been drafted and is ready to be sent to the learner, click the Send button at the bottom of the page. If applicable, make sure to upload any attachments to your email before sending.

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