Live Virtual Training: Send Post Training Recap Emails

 Standard Operating Procedure: Sending Post-Training Recap Emails
1. Access the Target Project

• Navigate to Projects from the left navigation menu.
• Select the completed training course or event (e.g., Q4 2026 - LVT Course Projects - WOW Service).

2. Open Email Composer

• Go to the Emails tab within the project detail view.
• Click Create an email.
• Add all course attendees/contacts to the recipient list in the To field.

3. Review and Customize Draft ContentVerify and update the following specific elements within the email draft for the current week:

• Homework Deadline: Ensure the due date is set correctly (typically by end-of-day before the next scheduled session).
• Recording/Playlist Link: Confirm the hyperlink to the recorded session playlist is active and pointing to the correct URL.
• Student of the Week: Replace placeholder text with the student recognized during the session. Note: Keep individual student names in the current draft only; do not save them to the master template.

4. Update Master Email Template (If Required)If core template copy, formatting, or default subject lines need permanent adjustments for future sends:

• Navigate to CRM > Message Templates in the sidebar.
• Open the applicable template (e.g., LVT - WOW Service - Week 1 Recap).
• Highlight key variable fields (such as date prompts or student name placeholders) to make them easily visible for future users.
• Click Update existing template to save global changes.

5. Final Proofread & Delivery

• Conduct a final read-through of the draft to ensure all placeholder text is resolved and formatting is clean.
• Click Send. The email will automatically log to all recipient contact records and the project record.