Organization: Email Template, Importing Students & Sending Emails

Everything below starts from the organization panel: log in with your organization account → click your avatar (top-right) → Dashboard. The sidebar shows a Students menu with New, List, and Email Templates.

Organization

1. Customize the Student Email Template

  1. Sidebar → Students → Email Templates.
  2. Look at the Tags row at the top — these placeholders are replaced per student when the email is sent: [u.name] [u.email] [u.password] [u.registered_id] [login_url] [organization.logo]
  3. Click Choose File under Organization Logo and upload your logo (jpg/png/gif/svg, max 2 MB) — it replaces [organization.logo] in the email.
  4. Edit the Email Body in the rich-text editor — write your welcome text and place the tags where the student's details should appear.
  5. Click Save Template.
Student email template editor

2. Import Students from Excel

  1. Sidebar → Students → List.
  2. Click Download Template (top-right) — you get student_import_template.xlsx.
  3. Open the file and fill one row per student: Full Name (required), Email, Mobile, Year (required, dropdown), Courses (required — pick from the dropdown; separate several with commas), Institution, User Group, Status, Address, Bio.
  4. Back on the list page, click Import Students.
  5. In the modal click Choose File, select your filled sheet (.xlsx/.xls/.csv), and click Import.
  6. A green toast confirms "N students imported successfully". If some rows were invalid, an error list shows exactly which row and why — fix those rows and import again.

To add one student manually instead: Students → New, fill the form, Save. If email/password are left blank they're generated automatically.

Students list with Download Template and Import Students buttons Import students modal

3. Send the Credentials Email to Students

First, always send a test:

  1. Sidebar → Students → Email Templates, scroll below the editor.
  2. In Send Test Email, enter your own email address and any sample password.
  3. Click Send Test Email and check your inbox to verify the layout and logo.

Then send to your students:

  1. On the same page click Send to All Students.
  2. Read the confirmation carefully before accepting: ⚠ this regenerates every student's password and emails each one their new credentials. Students must log in with the new password from the email.
  3. A toast confirms "N student email(s) queued successfully" — delivery runs in the background.

Message one student only: Students → List → open the row's actions menu → Send Message → write and send an in-platform notification.

4. Track a Student

  1. Sidebar → Students → List.
  2. Open the student row's menu → Statistics — courses, quiz results, assignments and progress for that student.
Scope note: the organization panel customizes only this student-credentials email. Certificate templates and platform notification templates are managed by the admin (Admin → Certificates → Templates).