In this article, you'll learn where to find the default email templates, Automation Rules, and reports for Mentor Match.
Email Templates
To access and manage the mentoring email templates:
- In the Admin Toolbar, click Admin.
- Navigate to Email > Email Management > Email Templates.
- Select Mentoring from the Category menu.
The page refreshes and the list displays only Mentoring-based templates.
You can:
- use the Community and Opt-Out Group dropdowns to further refine the list;
- toggle On/Off the four options to set which templates display in the list;
- click Create in the upper right to create a template; and
- click Edit in the Actions column of a template to make changes to it.
Automation Rules
To access and manage Higher Logic's default mentoring Automation Rules:
- In the Admin Toolbar, click Admin.
- Navigate to Automation > Automation Rules.
- Select Ribbon from the Show menu, and then scroll down to locate the I'm a Mentee and I'm a Mentor Rules. These two rules automatically assign a Mentor- and Mentee-specific Ribbon to each user who enrolls as a Mentor and/or Mentee.
NOTE: You may need to schedule these Rules.
NOTE: See the Automation Rules section of our knowledge base to learn more about configuring, creating, managing, and measuring the success of Automation Rules.
Reports
To access the mentoring reports:
- In the Admin Toolbar, click Admin.
- Navigate to Programs > Mentoring > Reports.
