On this page, you'll learn where to find Higher Logic's default email templates, Automation Rules, and reports for Mentor Match.
Email Templates
To access and manage Higher Logic's default mentoring email templates:
- Click Admin in the Webmaster Links menu.
- Click Admin.
- Navigate to Communities > Email Templates.
- Select Mentoring from the Category menu.
Automation Rules
To access and manage Higher Logic's default mentoring Automation Rules:
- Click Admin in the Webmaster Links menu.
- Click Admin.
- Navigate to Automation Rules > List of Rules.
- Select Ribbon from the Show menu, and then scroll down the page 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 (you may need to schedule these Rules).
NOTE: Refer to the Automation Rules section to learn more about configuring, creating, managing, and measuring the success of Automation Rules.
Reports
To access and manage Higher Logic's default mentoring reports:
- Click Admin in the Webmaster Links menu.
- Click Admin.
- Navigate to Reports > Select Mentoring.
On the resulting page, you'll be able to run the following reports:
| Report | Description |
|---|---|
| Mentees |
Provides details about all users (active OR disabled) enrolled as Mentees, including their:
|
| Mentoring Relationships | Provides details about each mentoring relationship affected by the chosen date field (Date Requested, Date Accepted, Date Completed, and Date Declined) within the selected date range. |
| Mentors |
Provides details about all users (active OR disabled) enrolled as Mentor, including their:
|
| Mentors and Mentees |
Provides details about all users (active OR disabled) enrolled as a Mentor and/or Mentee, including their:
|