The email settings within the platform settings make customising platform emails easy.
In the email settings, you can:
Set a default sender name and prefix for all platform emails
Adjust sender names and prefixes individually for product emails
Upload a logo and set colour schemes for all platform emails
Only send learner emails during your working hours
Edit the text of course invite and reminder emails, and preview them before they're sent
Default Email Settings
The default email settings allow you to easily configure how all platform emails will appear like to your end users.
In the default email settings, you can set:
Sender name
Sender email address prefix
Sender email address subdomain
Header/logo (default size: 370x140)
Colour scheme
Note: Providing a subdomain in the custom sender email address is optional. However, if you do require a subdomain for your platform emails, you will need to allow list the emails that contain any subdomain and allow list "sendgrid.net", in addition to the recommended allow listing of our domains and IP addresses. Find out more about allow listing for subdomains here.
These will apply to all emails sent to users and team members on your app by the platform.
You can also enable or disable the email header/logo with the Omit Email Body Header option. Enabling this option will keep platform emails text only, which is useful if your email client does not display images by default.
Only send emails during working hours
You can choose to send learner training emails only during your organisation's working hours. If an email is due outside those hours, usecure holds it and sends it when your working hours next start, so your users won't get training emails late at night or at the weekend.
Which emails are affected
When the setting is on, these learner training emails are only sent during your working hours:
Welcome emails
Course enrolment and course reminder emails
Gap Analysis emails
Policy emails
This includes emails you send manually and emails sent through the usecure API.
These emails are not held and are sent as normal:
uPhish phishing simulation emails, which have their own working hours option. Find out more in Customise your uPhish settings.
The training course email that's sent when a user clicks a simulated phishing email
Emails sent to admins
uBreach breach alerts
Sign-in emails and other account emails
Turn on working hours for emails
In the menu panel, go to Settings > Emails > Working Hours
Enable Only send emails during working hours
Set the start and end of your working hours, and choose your working days.
Save your changes.
What happens to emails due outside working hours
Emails due outside your working hours aren't lost. usecure holds them and sends them when your working hours start on your next working day. For example, if your working hours are 09:00 to 17:00, Monday to Friday, an email due on Friday evening will be sent at 09:00 on Monday.
Set working hours for new customers (MSPs)
If you're an MSP, you can choose the working hours, working days, timezone and Only send emails during working hours setting in your Default Customer Settings. New customers you add will start with these settings.
Note: Default Customer Settings only apply to new customers. They don't change existing customers. You can turn the setting on or off separately for each customer in their own email settings.
Gap Analysis
Configuring the options on this page allows you to set the appearance of gap analysis emails sent by the platform to your end users.
Courses
This page will allow you to set options for configuring course enrolment and reminder emails sent by the platform to your end users.
Edit the text of course invite and reminder emails
You can write your own introduction text for course invite emails and course reminder emails, so they match the way you speak to your organisation or customers. The rest of the email layout stays the same.
Open the Courses page in the email settings.
Enter your text in the Invite Text field and/or the Reminder Text field.
Save your changes
You can add the following fields to your text. They're replaced with each recipient's details when the email is sent:
{{first_name}} – the recipient's first name
{{company_name}} – the company name
{{course_name}} – the name of the course
Note: The text fields are plain text, so any HTML or formatting you enter will be shown as written rather than applied. If you leave the text unchanged, your users will receive the default course email text.
Preview course invite and reminder emails
A preview is always shown on the Courses page, so you can see exactly what your users will receive, with the merge fields filled in. Use the Invite / Reminder switch to swap between the course invite email and the course reminder email.
Tip: Check both the invite and the reminder preview before you enrol users, so you know how each email will look.
Weekly Summary
This page allows you to configure options for the Weekly Summary option that is automatically sent to managers every week to update them on the progress of end users in their group.
Office 365
On this page you can configure the look of emails sent to platform admins on O365 reports and syncs.
Simulation Tests
This page allows you to configure the simulation 'test' emails in uPhish. These are the emails sent when you click the 'Test Simulation' button when creating a new simulation.
Policies
The Policies page allows you to configure uPolicy emails sent by the platform, such as reminders of policies waiting for signature.
Note: The language settings in the customised platform email would need to match the language setting in the customer to whom you intend to send the customised email. If the languages do not match exactly, they will receive the default platform email instead.