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Course customization is a great way to personalize the courses for your learners and provide them with important information and resources from your institution/organization. Customization options vary by course—view the resources below to learn more.

Student Course Customizations

Faculty/Staff Course Customizations


Foundry


Other Customizations


In this video, you will learn how to use the welcome letter customization tool, which allows you to create and map welcome letters to any HTML5 courses in the EVERFI LMS.

As a primary admin, you have the ability to create, view or edit a welcome message for all HTML5 courses in your account. Welcome Letters can display your logo, an image, salutation and a message, all of which are fully customizable. This letter will show directly in the courses they are mapped to. The ‘Welcome Letter’ tool allows you to create, edit and delete these welcome letters and map them to automatically show in the specific courses you want them to display in. Below are the instructions on how to use this tool:

Note: this tool is available for primary admins only

  1. Log into the EVERFI Admin Toolbox
  2. Click on Customize > Click on ‘Welcome Letter’
  3. This will open the tool so that you can add, edit or delete any welcome letters in your account.

Add a Welcome Letter:

  1. Click the ‘Add Welcome Letter’ button
  2. Title: Create a title for your welcome letter, this will be visible only by you and the other admins in your account
  3. Logo: Click on the ‘Logo’ drop down and choose one of the logos that have previously been uploaded for your account to display in your welcome letter. Note: if you have not uploaded any logos yet, you will need to use the ‘Logo’ Tool to upload a logo for your account. (This is optional and can be skipped if you do not want a logo to display.)
  4. Welcome Letter Image: Click ‘Welcome Letter Image’ drop down and select a previously uploaded image or click ‘Add new letter image’ to upload a new image to display in your welcome letter. (This is optional and can be skipped if you do not want an image to display.)
  5. Courses: Select the courses from your account that you want your letter to display in. To do so, click on the names of the courses in the list on the left and they will automatically move to the right, and will map the letter to those courses. If you click on an incorrect one, you can always click on it on the right to move it out of your selected list. Note: You can select as many or as few courses as you would like here, keeping in mind you can have the same letter in all/many courses, or you can create separate letters for all or groups of courses. Also, only the courses that are able to display a welcome letter (HTML5 courses) will show in this list. If a course does not show, it is not able to have a welcome letter added as a standard customization.
  6. Greeting: Enter your greeting here, such as ‘dear’, ‘hello’, etc. The course will automatically populate the learner’s name after the greeting in the welcome letter.
  7. Body: Click into the ‘Body’ field to enter the main message of your welcome letter. You can put whatever you want your message to say here.
  8. Signature: You can add as many or as few signature lines as you want. Typically you will enter the first line as your closer (i.e. sincerely, etc…), and then add additional lines by clicking the ‘+’ symbol to put the signatory name, title, and anything else you want to include in your signature.
  9. Click on the ‘Preview button to preview your welcome letter as it will appear in your course(s).
  10. If everything looks good, click on the ‘Add’ button to save your welcome letter.

Welcome Letter for Translated courses:

  1. If you have one of our translation packages and have selected a course from your account with translations, you will see the different available languages appear next to the ‘greeting’ and ‘body’ fields, as it shows here:

  1. You will need to click on each language and redo steps 6 through 8 above for each language.
  2. Click ‘Save Changes’ button to save your welcome letters.

Edit Welcome Letter:

  1. Click ‘Edit’ next to the Welcome Letter that you want to edit
  2. Update the Welcome Letter fields as needed
  3. Click ‘Save Changes’ button to save your changes

Preview Welcome Letter:

  1. Click ‘Preview’ next to the Welcome Letter that you want to view. This will open the welcome letter and show it exactly how it will look in the course(s) you have it mapped to.

Delete Welcome Letter:

  1. Click ‘Delete’ next to the Welcome Letter that you want to delete. Keep in mind there is no way to recover a deleted welcome letter.
In this video, you will learn how to use the policy customization tool, which allows you to upload and map policies to any HTML5 courses in the EVERFI LMS.

As a primary admin, you have the ability to upload, view or update policies for all HTML5 courses in your account. Most courses have the ability by default to have one policy added to them for review and acknowledgement by your users. The ‘Policy’ tool allows you to upload, map, and delete your policies to automatically show in the specific courses you want them to display in. Below are the instructions on how to use this tool:

Note: this tool is available for primary admins only

  1. Log into the EVERFI Admin Toolbox
  2. Click on Customize > Click on ‘Policies’
  3. This will open the tool so that you can upload, update or delete any policies in your account.

Add a Policy:

  1. Click the ‘Add Policy’ button
  2. Policy Title: Create a title for your policy, this will be visible only by you and the other primary admins in your account.
  3. Courses: Select the course from your account that you want your policy to display in. You can only choose one course at a time. If you want the same policy to map to multiple courses, you will need to upload it as multiple times, until you have it mapped to all necessary courses. Note: If a course does not show, it is not an HTML5 course and you will need to contact your Customer Success Manager (for Higher Ed customers) or support at help.everfi.com (for Corporate customers) to have your policy added to your course.
  4. Files: Click on the browse button and navigate on your computer to where the policy file is stored. Choose the policy file on your computer and click ‘open’ to select it for upload.
  5. Once everything has been filled in and selected and looks correct, click on the ‘Add’ button to save your policy.

Edit Policy:

  1. Click ‘Edit’ next to the Policy that you want to edit
  2. Update the Policy fields or file as needed
  3. Click ‘Save Changes’ button to save your changes

Delete Policy:

  1. Once a policy has been added, it cannot be deleted. It can only be updated.
In this video, you will learn how to use the logo customization tool, which allows you to upload and map logos to any HTML5 courses in the EVERFI LMS.

As an primary admin, you have the ability to upload, view, or update logos for all HTML5 courses in your account. The ‘Logo’ tool allows you to upload, map, and update your logos to automatically show in the specific courses you want them to display in. Below are the instructions on how to use this tool:

Note: this tool is available for primary admins only

  1. Log into the EVERFI Admin Toolbox
  2. Click on Customize > Click on ‘Logo’
  3. This will open the tool so that you can add, edit or update any logos in your account.

Add a Logo:

  1. Click the ‘Add Logo’ button
  2. Logo Title: Create a title for your logo, this will be visible only by you and the other primary admins in your account. This title will display both in this tool and in the Welcome Letter tool, when you select a logo for your course welcome letters.
  3. Courses: Select the courses from your account that you want your logo to display in. To do so, click on the names of the courses in the list on the left and they will automatically move to the right, and will map the logo to those courses. If you click on an incorrect one, you can always click on it on the right to move it out of your selected list. Note: You can select as many or as few courses as you would like here, keeping in mind you can have the same logo in all/many courses, or you can upload separate logos for all or groups of courses. If a course does not show, it is not an HTML5 course and you will need to contact your Customer Success Manager (for Higher Ed customers) or support at help.everfi.com (for Corporate customers) to have your logo added to your course.
  4. Files: Click on the browse button and navigate on your computer to where the logo file is stored. Choose the logo file on your computer and click ‘open’ to select it for upload.
  5. Once everything has been filled in and selected and looks correct, click on the ‘Add’ button to save your policy.

        

Edit Logo:

  1. Click ‘Edit’ next to the Logo that you want to edit
  2. Update the Logo fields or file as needed
  3. Click ‘Save Changes’ button to save your changes

Delete Logo:

  1. Click ‘Delete’ next to the Logo that you want to delete. Keep in mind there is no way to recover a deleted logo.

Custom Resources

As a primary admin, you have the ability to  add and update custom resources for all HTML5 courses in your account. The Resources section appears in the top menu bar in each course, and includes additional information for learners. Adding custom resources is a great way to provide your learners with contact information and related resources within your organization. The ‘Resources’ tool allows you to add, edit, and delete these resources, and map them to specific courses. Below are the instructions on how to use this tool:

Note: This tool is available for primary admins only.

  1. Log into the EVERFI Admin Toolbox
  2. Click on Customize > ‘Resources’
  3. This will open the tool so that you can add, edit, or delete any resources in your account.
  1. Note for Higher Ed customers: If you have existing custom resources in your Bridges or Intersections courses, but do not see them within the Resources tool, this means that your custom resources were added by our content team during your course build. Please reach out your Customer Success Manager if you need to edit these resources.

Add Resources:

  1. Click the ‘Add Resource’ button
  2. Courses: Select the course(s) in your account that you want your custom resource to display in. Click on the course to add it to the box on the right.
  1. You can select one course or several courses, keeping in mind that you can feature the same resources in many courses, or you can create resources for specific courses.
  2. Be sure to choose the exact course title that you are planning to assign to ensure proper mapping.
  3. Note: Only HTML5 courses are able to display custom resources. If a course is not included in the list, it cannot include custom resources.

  1. Languages: If the course(s) you choose are available in more than one language, the languages will appear below the Courses section.

  1. You can add separate resources for each language, which ensures that your learners will receive resources in the same language as the course content (e.g. resources in Spanish for learners who will be a course in Spanish).
  2. Choose the language for which you would like to add resources (you’ll see a check mark next to the language), and continue with the next steps below. Repeat the process below for each language.

  1. English is the default language. If you do not add specific resources for the other languages, the English resources will display for all languages.
  2. Note: When mapping to multiple courses, the total possible languages will display. If one of the courses does not have a specific language available, the default (English) resources will appear in the course.
  1. Title: Create a title for your resource. This will appear in the the Resources section on the left-hand side menu. It is recommended to use the title to describe a group of resources (e.g. “Campus Resources”), and use the tabs to further categorize resources.

  1. Tab Name: Add a name for each tab you plan to use. The tab name has a limit of 36 characters. You can add additional tabs by clicking on the ‘+’ sign. You can have a maximum of 4 tabs.
  1. For Title IX/Clery courses, we recommend organizing your resources as follows: General Resources, Reporting Options, Support and Services.

  1. Body: Input your your desired content for each tab. You can use the formatting tools to organize the information.
  2. Choose File: If you would like to upload a resource (e.g. PDF of resources), you can upload the file to our platform and then link to it within the Body section.
  1. Click ‘Choose File,’ select your file, and then click ‘Upload’.
  2. Once your file is uploaded, click ‘Copy’ to copy your link.
  3. You can paste it directly into the body or hyperlink it to a word/sentence (as pictured below)

 

  1. Click ‘Preview’ to preview how your resources will appear in your course(s).
  1. Note: When previewing resources for courses with multiple languages, click each language on the right to see the mapped resources.

  1. Click ‘Add’ to save and add your resources to your course(s).

Edit Resource:

  1. Click ‘Edit’ next to the resource that you want to edit
  2. Update the fields as needed
  3. Click the ‘Save Changes’ button to save your changes

Preview Resource:

  1. Click ‘Preview’ next to the resource that you want to view. This will allow you to preview how the resource will appear in your course(s).
  1. Note: When previewing resources for courses with multiple languages, click each language on the right to see the mapped resources.

Delete Resource:

  1. Click ‘Delete’ next to the resource that you want to delete. Keep in mind there is no way to recover a deleted resource.

Custom Logo

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In LOGOS, you can customize the logo that appears in all Invite and reminder emails.
  3. Select the program of courses for which you’d like to see the invited list.
  4. Click the Browse button in the Logo page and select the correct file on your computer.
  5. Once the file has uploaded, click the Publish button.

Custom Policy

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In POLICIES, you can add policies to courses.
  3. Select the course(s) that will have the new policy.
  4. Click the Browse button in the policy page and select the correct file on your computer. (Note: Select the radio button if it’s a Sexual Misconduct policy)
  5. Choose the policy type.
  6. Click Publish button.

Welcome Letter

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In LETTERS you can create a custom welcome letter for each course.
  3. Fill in all the required fields.
  4. Once finished, you can Save as Draft to continue working on it later or click Publish to use it now.

Edit a Welcome Letter

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In LETTERS you can customize images that appears in all welcome letter inside the course.
  3. Edit the desired fields.
  4. Once finished editing, click Publish.

Add a Welcome Letter Photo

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In LETTERS you can create a custom welcome letter for each course.
  3. Click the Browse button in the Logo page and select the correct file on your computer.
  4. Once the file has uploaded, click Publish.

Custom Resources

  1. Click the CUSTOMIZE  icon in the global navigation on the left.
  2. In RESOURCES you can customize the content that will appear in the Resources pop-up. You can fill in information for:
    1. General
    2. Reporting Options
    3. Support & Services
  3. You can Preview, Discard or Publish the changes for each.