Managing email and certificate templates allows you to customize the automated communications and completion awards sent from your Brainshark site. This helps you align system-generated messages with your corporate branding, standardize email headers and footers, and ensure users receive accurate instructions and recognition.

See how it looks

Key features

• Set company-wide email headers and footers
• Customize welcome and presentation sharing emails
• Modify default text on Brainshark completion certificates
• Standardize learning course registration and reminder emails

You need this to succeed

• Plan: Bigtincan Authoring, Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
• Roles and privileges: Company Administrator (Learning Administrators can manage learning email templates)

Do this step by step

Set the company-wide email templates

1. Click your profile drop-down menu and select Administration.
2. Click Company in the left-hand menu.
3. Click Manage Templates.
4. Select Email Templates from the menu.
5. Update the following properties based on your company’s needs:
   • Company Wide Header and Footer: Ensure consistent branding and messaging across your organization's automated communications by establishing a standard header and footer that will automatically appear on all company emails sent from your Brainshark site.
     • The content you include above {{HTMLBODY}} will be included as a header on all HTML emails sent from your Brainshark site. The content below the white box will be included as a footer.
     • Use the rich text editing options at the top of the editor to adjust your text.
     • If you'd like to add an image, it must be publicly available online. To add an image, click the image icon, paste the image URL, then click Insert.
     • Click the image in the editor to use any of the image adjustment tools.
   • New User Email: Control the automated welcome email sent when new users are added to your Brainshark site. You can use the HTML (Optional) feature to insert images and adjust the text formatting.
   • Sharing Email: Manage the default email template generated when a user uses the "Share" feature to invite someone to view a presentation. You can customize the default email introduction and closing statement (footer) for these invitations, with each text box allowing up to 1,024 characters.
6. Click Save to apply your changes.

Set the default certificate templates

1. Click your profile drop-down menu and select Administration.
2. Click Company in the left-hand menu.
3. Click Manage Templates.
4. Select Certificate Templates from the menu and update the following options:
   • Presentation Certificate: Modify the default message displayed on the certificate awarded to a viewer upon successfully meeting the completion criteria for a standalone Brainshark presentation.
   • Course Certificate: Modify the default text on the certificate issued to a student upon completing a formal learning course within Brainshark Learning.
   • Curriculum Certificate: Modify the default text on the certificate awarded to a student after they complete a curriculum of courses.
5. Click Save to apply your changes.

Note: Do not edit the default parameters (such as <<PresentationTitle>> or <<FirstName>>). The system will automatically replace these with live data when sending the email or certificate. Learn more about certificate parameters.

Email template parameters