Training Courses

Configuring the E-mail and Event Monitor

This course will take you from setting up a default email account, through defining how records are created/updated using the Email and Event Monitor, to assessing and modifying some of the out of the box automated content delivered with Cherwell relating to email.

Course Schedule:

NA: This course runs from 8:00 AM – 4:30 PM Mountain Time (MT) on the day of the course.

EMEA: This course runs from 9:00 AM – 4:30 PM Greenwich Mean Time (GMT) on the day of the course.

APAC: This course runs from 8:00 AM - 3:30 PM Australian Eastern Standard Time (AEST) on the day of the course.


Price (per student): $495 US | £385 GBP | €425 EUR | $690 AUS

Registration for this course will close at 2:00 PM Mountain Time on the day before the course start dateContact us for more information.

Course Objectives:

This session will focus on configuring an e-mail account that will be used by a Monitor, and configuring the E-mail and Event Monitor server. As a result of attending this session you will have the skills to:


  • Set up an e-mail account and determine which settings to apply for FROM addresses
  • Configure log file settings and assess the level for which you will capture log data
  • Decide whether to use the E-mail Monitor server vs the Automation Process server
  • Order monitor items so they are processed efficiently
  • Customize monitor items using Conversation IDs to capture content from an E-mail and define how Cherwell will populate the e-mail data into an existing record
  • Limit the e-mails being processed by utilizing the “skip” function, and use modifiers to limit what is captured from the e-mail and populated into the Cherwell record
  • Test your customizations using a mail server application

Intended Audience:

This course is designed for someone who has prior experience working in the Administrator Client and has some familiarity with the overall system-wide settings in Cherwell.

Course Agenda:

  • Evaluating the need for e-mail alerts
  • Considering e-mail rules
  • Planning for exceptions
  • Gathering more information using e-mail monitors and specifics-based questioning

See the learning objectives for topics being covered in this course.

Upcoming classes

July 23, 2019
Virtual Classroom