Email_notifications_helpdesk.xlsx
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ModuleSubmoduleMail sentsenderreceiver(s)Has editable templateActionSettingsWhere can I enable/disable?
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EngageEngageFeedback on engagement answerPlatformadminNoUser gave feedback on an engagement questionProfile/Notifications or ask support to disable for all users
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EngageEngageFeedback on engagement answerPlatformTeam leadersNoUser gave feedback on an engagement questionHide qualitative feedback for teamleaders is OFF
(Studio > Engagement)
Profile/Notifications or ask support to disable for all users
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EngageEngageEngagement SurveyPlatformUserYesSent to user to fill in a engagement surveyAsk support
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EngageEngageWeekly report for TLPlatformTLNoWeekly report sent to TL with engagement survey recapAsk support
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LearnBadgesBadge earnedPlatformUserYesWhen a user earns or is awarded a badgeProfile/Notifications or ask support to disable for all users
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LearnBadgesNew badge for TMPlatformTLNoA new badge was awarded to your TMProfile/Notifications or ask support to disable for all users
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LearnCertificatesCertificate earnedPlatformuserYesWhen user earns certificateAsk support
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LearnCertificatesCertificate earned instructorPlatforminstructorYesSent to instructor when one of his students receives certificateProfile/Notifications or ask support to disable for all users
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LearnCertificatesCertificate earned TLPlatformTLNoSent to TL when one for his TM earns a certificateProfile/Notifications or ask support to disable for all users
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LearnCertificatesCertificate expiringPlatformCertificate ownerYesSent to certificate owner when certificate is expiring within 30 daysAsk support
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LearnCoursesRequest new quiz triesrequesterinstructorNoRequest more quiz triesn/a
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LearnCoursesGrant triesinstructorRequesterYesGrant more quiz triesn/a
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LearnCoursesOpen answer question answeredPlatforminstructorNoWhen open answer question is answeredProfile/Notifications or ask support to disable for all users
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LearnCoursesCourse invitation instructionsPlatformStudentYesSent to student(s) when invited to courseAsk support
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LearnCoursesCourse duplicatedPlatformRequesterNoWhen course is duplicatedn/a
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LearnCoursesFailed course duplicationPlatformRequester/ supportNoWhen course duplication failsn/a
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LearnCoursesNew course purchasePlatformadminYesWhen someone purchases a courseCourse payments are enabledAsk support
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LearnCoursesNew User through Course PurchasePlatformadminYesWhen an external user purchases on of your courses and creates a subsequent accountCourse payments are enabledAsk support
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LearnCoursesCourse completedPlatformuserYesSent when a student completes a courseAsk support
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LearnCoursesCourse enrollmentPlatformuserYesSent to the student when they enrollAsk support
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LearnCoursesRate coursePlatformuserNoWhen course is completed and rate course is on (1 day after completion)Rate course is selected in course settingsn/a
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LearnCoursesCourse has been ratedPlatforminstructorNoWhen someone rates a courseRate course is selected in course settingsProfile/Notifications or ask support to disable for all users
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LearnCoursesReviewed answerinstructorStudent who submitted the answerYesWhen a answer on a question has been reviewedProfile/Notifications or ask support to disable for all users
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LearnCoursesCourse publicationinstructor/adminusersNoInform all users who have access to this course that it is publishedin course settingsProfile/Notifications or ask support to disable for all users
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LearnCoursesCourse enrollment reminderinstructor/adminusersNoRemind all users who are not yet enrolled to follow this course.in course settingsProfile/Notifications or ask support to disable for all users
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LearnCoursesCourse deadline reminderPlatformenrolled usersNoYou are reminded that a deadline for a course you are enrolled in is coming upProfile/Notifications or ask support to disable for all users
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LearnSessionsNew session instructor enrollmentPlatforminstructorYesSent to the instructor when he is added as an instructor to a sessionProfile/Notifications or ask support to disable for all users
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LearnSessionsSession updatePlatformuserYesWhen a session has been changedAsk support
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LearnSessionsSession infoPlatformuserYesWhen a user has been enrolled in a sessionAsk support
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LearnSessionsNew session enrollmentPlatformAdminYesWhen someone is enrolled in a sessionAsk support
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LearnSessionsSession attendance reminderPlatformInstructorYesReminder to set attendance of studentsAsk support
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LearnSessionsUpcoming session reminderPlatformUserYesReminder to user to attend sessionAsk support
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LearnSessionsSession grading reminderPlatformUserYesSent when an instructor didn't grade the session 1 day after the session ended.Ask support
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LearnSessionsSession cancelledPlatformStudent enrolled in sessionYesWhen session has been cancelledAsk support
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LearnTracksTrack DuplicatedPlatformRequesterNoWhen track is duplicatedn/a
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LearnTracksFailed track duplication PlatformRequester/ supportNoWhen track duplication failsn/a
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MobileMobile app download reminderplatformusers (only if modules engage or perform are enabled)No1 week after sign upProfile/Notifications or ask support to disable for all users
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PerformCheck-insManual Check-in Reminder for TMTL/COTM/COeNoWhen TL clicks ‘Remind {user name} to prepare’ on check-in pagen/a
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PerformCheck-insAutomated Check-in Reminder for TMPlatformTM/COeNoTwo weeks after check-in has been created (planned)Profile/Notifications or ask support to disable for all users
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PerformCheck-insAutomated Check-in Reminder for TLPlatformTL/CONoTwo weeks after check-in has been created (planned)Profile/Notifications or ask support to disable for all users
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PerformCheck-insNew Check-in InvitationTL/ TM/CO/COeTL/ TM/CO/COeYesWhen TL/TM/CO/COe clicks ‘Plan’ on check-in pageProfile/Notifications or ask support to disable for all users
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PerformCheck-insNew Check-in planned confirmationTL/ TM/CO/COeTL/ TM/CO/COeYesConfirmation email sent to requester of check-inProfile/Notifications or ask support to disable for all users
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PerformCheck-insModified Check-in invitationTL/ TM/CO/COeTL/ TM/CO/COeNoWhen a planned check-in has been modified (date)n/a
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PerformCheck-insA quick check-in was heldPlatformTL/ TM/CO/COeNoWhen a quick check-in was heldProfile/Notifications or ask support to disable for all users
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PerformCheck-insA new attachment was uploaded to a check-in you're part ofPlatformTL/ TM/CO/COeNoA new attachment was uploaded to a check-in you're part ofProfile/Notifications or ask support to disable for all users
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PerformCheck-insReminder to have check-in after a set intervalPlatformTL/CONoMaximum number of days between two check-ins. If neither team leader nor team member requests a check-in within this period, the team leader will receive a suggestion via email to start a check-in.Check-in Interval setting in Studio > Check-insAsk support
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PerformCheck-insCheck-in preparedPlatformTL/CONoSent to TL/CO when check-in has been prepared by TM/COeProfile/Notifications or ask support to disable for all users
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PerformCheck-insCheck-in interval reminderPlatformTLNoRemind teamleaders to have checkins in chosen check-in intervalCheck-in Interval in Studio > Check-insProfile/Notifications or ask support to disable for all users
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PerformCheck-insA new attachment was uploaded to the check-in you’re part ofPlatformTL/TM/CO/COeNoA new attachment was uploaded to the check-in you’re part ofProfile/Notifications or ask support to disable for all users
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PerformCheck-insCheck-in template assignment (beta)AdminUserNoYou've been assigned a template with which to conduct a check-inn/a
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PerformObjectivesNew mention in comment on objectivePlatformPerson who is mentionednoWhen someone comments on a objectiven/a
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PerformObjectivesNew objective createdPlatformTLNoWhen team member creates a new objectiveProfile/Notifications or ask support to disable for all users
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PerformObjectivesNew objective created for team memberPlatformowner of objectiveNoWhen TL creates a new objective for TMProfile/Notifications or ask support to disable for all users
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PerformObjectivesTeam member created new objectivePlatformTL of objective ownerNoWhen a team member creates a new personal objectiveProfile/Notifications or ask support to disable for all users
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PerformObjectivesFinished objectivePlatformFollowers of objectiveNoWhen owner finished an objective. Email is sent out to all users following the objectiven/a
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PerformObjectivesKey result reminderPlatformObjective ownerYesSent to someone with keyresults that are due in 14 daysProfile/Notifications or ask support to disable for all users
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PerformObjectivesObjective reminderPlatformObjective ownerYesSent to someone with an objective that is due in 14 daysProfile/Notifications or ask support to disable for all users
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PerformReactionsNew External feedback requestFeedback RequesterExternalNoRequest external feedbackn/a
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PerformReactionsExternal feedback is givenExternalFeedback requesterNoFeedback has been given by external sourcen/a
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PerformReactionsNew feedback requestFeedback Requesteruser = the person to whom feedback is requestedNoWhen user requests feedbackProfile/Notifications or ask support to disable for all users
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PerformReactionsNew feedbackFeedback giverFeedback receiverNoUser receives feedbackProfile/Notifications or ask support to disable for all users
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PerformReactionsNew PraisePraise giverPraise receiverNoWhen someone receives a praiseProfile/Notifications or ask support to disable for all users
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PerformReactionsNew comment on reaction (feedback or praise)PlatformFeedback ownerNoNew comment on feedbackProfile/Notifications or ask support to disable for all users
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PerformReactionsComment mentionPlatformUser who’s commentedNoWhen user is mentioned in commentn/a
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PerformReactionsMentioned in praise or feedbackPlatformUser who’s mentionedNoWhen mentioned in a praise or feedbackn/a
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SuiteForumForum reply mentionPlatformparticipantNoSent when user is mentioned on forumn/a
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SuiteForumForum notify participantPlatformparticipantNoSent when forum participant repliesProfile/Notifications or ask support to disable for all users
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SuiteForumNew forum reply for TLPlatformTLNoNotifies TL of participants after replyProfile/Notifications or ask support to disable for all users
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SuiteForumForum mention topicPlatformUserNoSent when there’s a new mention in topicn/a
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SuiteForumNew forum topic for TLPlatformUserNoSent to TL if new forum topicProfile/Notifications or ask support to disable for all users
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SuiteNotesSomeone shared a note with youCreator of noteUser(s) with whom the note was sharedNoWhen someone shares a noteProfile/Notifications or ask support to disable for all users
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SuiteSecurityPassword reset URLPlatformUserYesWhen user clicks ‘Forgot Password’Ask support
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SuiteTeamsProject Team InvitationPlatformUserYesWhen user is invited to join a project teamAsk support
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SuiteTodosNew todo list assignedAdminUserNoWhen a user is assigned a todo checklistProfile/Notifications or ask support to disable for all users
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SuiteUsersPlatform Invitation instructionsPlatformNew userYesInvite userAsk support
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SuiteUsersSend messageSenderReceiverNoSend message to colleaguen/a
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SuiteUsersFirst registrationPlatformNew userYesWhen a new user signs upAsk support
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SuiteUsersNew importPlatformNew userYesInvitation after CSV importAsk support
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SuiteUsersDummy users sign upPlatformAdminNoPassword reset URLs for users when signed up with dummy emailsn/a
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SuiteUsersNew user signed upPlatformadminNoWhen a new user signs upProfile/Notifications or ask support to disable for all users
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SuiteUsersA new attachment was uploaded on profile of TMPlatformTLNoWhen a TM uploads a new attachment to its profileProfile/Notifications or ask support to disable for all users
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