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What are all the different email templates used for?

This article summarises information about the different email templates in the LMS. 

Booking Confirmation

This email is sent to a delegate and Line Manager * to confirm their booking for a session.

Event Cancellation

This email is sent to a delegate and cc'ed to their Line Manager *  to confirm that their Session booking has been cancelled.

Event Booking Cancellation

This email is sent to a delegate to advise that an event they were booked to attend has been cancelled.

Refer to our How to cancel a Session article. 

Event Transfer

This email is sent to a delegate to confirm that they have been transferred to a different event or session.

Refer to our How to transfer delegates to a different event or session article.

Did not attend an event

This email is sent to a delegate and cc'ed to their Finance Manager/Line Manager** to notify them that the delegate did not attend the event.

Event Reminder

This email is sent to delegates and cc their Line Manager, prior to the session they are booked on. It is sent a configurable number of days before the event, as defined in the Site Settings and the Event setup.

Registration Confirmation 

This email is sent to delegates after they register on the platform and includes a link to confirm their opt-in.

Re-optin Request

This email is sent to delegates when they are required to re-opt-in to receive emails from the system. Opt-in timescales are configured in the Site Settings.

Waiting List Promotion 

This email is sent to delegates to confirm that they have been promoted from the waiting list to a confirmed session booking.

Refer to our Waiting Lists and How They Work article. 

Waiting List Demotion 

This email is sent to delegates to confirm that they have been moved from a confirmed session booking to the waiting list.

* The Line Manager will only be included on emails if the appropriate Site Setting is turned on. 

** The Finance Manager will receive a copy of this email, if one is configured; if not, this will be copied to the Line Manager. 

NOTE: Delegate Managers do not receive copies of any emails, unless they are configured as a Finance or Line Manager on the Delegate profile. 

Evaluations 

Details of evaluation-related emails can be found in the Post Event Evaluation Notification Process article.  

Still, looking for further information? 

If you are looking for general information about editing email templates please refer to  our How to edit email templates article.

Anything else, please email us at support@phew.org.uk and we will be able to give further clarification on any questions.