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  4. Notification Templates in a Module
  1. Home
  2. Knowledge Base
  3. Notifications
  4. Notification Templates in a Module
  1. Home
  2. Knowledge Base
  3. Modules
  4. Notification Templates in a Module

Notification Templates in a Module

OVERVIEW

This article details instructions about how to add Notifications to a module by setting up Notification Templates.

INSTRUCTIONS

1. After logging into your Lighthouse instance and either creating a new module or locating the one you wish to add a Notification Template to, navigate across to the Notification Templates tab.

2. There will already be premade notification templates in the form, but to create a new Notification Template, click on the “+” button.

3. Give your template a name (e.g., About Lighthouse) and click on the edit icons (pencil) to write the structure of the email notification that will send. Click “Save“.

4. Meaning of the editable fields;

  • Subject: Will be the information that will appear as the email subject.
  • To Line: Is who the email will address. Click on the “Notification Field” drop down list to select a merge field.
  • Description: Is the body of the email and now includes Last Authoriser Comments
  • Button Text: Is what the button will say in the email (e.g., “click here”, “go to survey” “complete form”). Clicking this button will take the user to the form to complete.
  • Hide Button: Select this option if you do not want the user to be able to click a button to go to the form.
  • Prefooter: Will appear under the body of the email.
  • Footer: Will default to what is set up in system settings, but if you would like it to say something else, you can edit it in the notification template.

The image below is a representation of what the template will look like after being sent out.

To learn how to set up notifications, click here to be redirected to the notifications user guide.

If you have any issues navigating Notifications Templates, feel free to contact us at helpdesk@lighthousegrc.software

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