This article...
- Details where to access and manage Mentoring Email Templates, including filtering, creating, and editing.
- Describes accessing default Mentoring Automation Rules and scheduling mentee/mentor ribbon assignments.
- Explains where to view Mentoring program Reports via the Admin toolbar navigation.
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.