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Standard LearnUpon-generated emails: overview

Elizabeth Brown
  • Updated

Summary

LearnUpon can send several different types of automated emails to your users. This overview summarizes the auto-messages available, grouped by task.

Automated messages are available to all customers.

Create users and groups, and maintain accounts

  • Portal Invite:  Invite users to the portal. The email contains a link that creates a membership for the user in your portal. You can manually resend the invite email from the pending users section. 
  • Portal Invite Reminders: Remind users that they have an invite outstanding to your portal. You can send up to 3 reminders, at weekly intervals. The application sends reminders by default, but you can ask the Support team to disable them, or change the intervals. 
  • Group Invite: Invite new users to join a specific group in your portal. Users who already exist in your portal are just added to the group and don't receive an email. 
  • Self-register confirmation: Ask the user to confirm self-registration. LearnUpon recommends using this confirmation step, to reduce your spam risk. If required, you can disable it by navigating to Settings > Users > General Settings and disabling Require account confirmation.  
  • Password Reset: If the user selects Forgot Password on the sign-in page, this message lets them reset their password.
  • Batch Summary: After a batch user upload, this email tells the admin if the batch upload is successful, and lists the errors if the upload failed. 

See:

Enroll users and keep users and instructors informed

  • Course Enrollment emails: Tell a user that they are enrolled on a course. The email provides a link to the portal, to begin the course. You can disable enrollment emails for the whole portal or just for individual courses.
  • Learning Path enrollment: Tell  a user that they are  enrolled on a Learning Path. This email goes out if
    • the Learning Path configuration lets your learners choose their courses, within the path
    • the first course in the path is set for a future date, or is delayed
  • Recertification enrollment:  Tell a user that they are  enrolled on a course, because they need to renew a certificate  that is close to expiration. 
  • ILT/Ical enrollment: Provide an enrollment email with an Ical attachment, to  users who enrolled on courses containing Instructor Led Training (ILT) modules.
  • ILT Adjustment: Tell  a user if the ILT session date or times are adjusted. 
  • ILT Cancellation  Tell a user if the ILT session is cancelled. 
  • Enrollment Requests: Inform  admins and managers if a user asks to enroll on a course through the catalog. You need to enable Enrollment must be requested In course settings.
  • Rejected Enrollment Requests:  Tell a user that their Enrollment Request was rejected. 
  • Exam Submission to Instructor:  Tell an instructor that a user submitted an exam. 
  • Assignment submitted to Instructor: Tell an instructor that a user submitted an assignment. 
  • Assignment reviewed to learner:  Tell a learner that an instructor has reviewed their assignment. 
  • Survey submission to course owner:  Tell a course owner that a learner submitted a survey module. 
  • Review submission to course owner:   Tell a course owner that a learner submitted a review. 
  • Course Completion:   Tell  a learner that they completed their course successfully. If the course assigns a certificate on completion, then the certificate is attached to the message.
  • Enrollment Reminders:  Tell a learner that they have not completed their enrollment.
  • Due Date Reminders:  Tell a learner that the due date on their enrollment is approaching.
  • Course Past Due Date Reminders:  Tell a learner that they have passed the due date on their course enrollment. 
  • Learning Path Past Due Date Reminders:  Tell a learner that they have passed the due date on their Learning Path enrollment. 

See:

eCommerce customer and purchase messages

  • Purchase confirmation:   Tell a learner that they completed their purchase successfully, provide a link to log in and begin their course. 
  • New Customer Sign-up: Confirm a new customer's account, after they've signed up through the store. 
  • Bulk Purchase: Tell a customer that their bulk purchase through the store was successful. 

See eCommerce overview for settings about eCommerce notifications.

Receive automated reports

  • Daily Users Created: Update all portal admins on how many users were created. 
  • Daily Course Completed: Update all portal admins about number of courses completed. 
  • Scheduled Reports: Send a scheduled report to an admin, with an option to  send a copy (CC) to email addresses that don't exist in LearnUpon. 

See: 

Stay informed about forum activity

  • Emails to moderators:  Tell the moderator every time a user creates a post within topics they moderate. 
  • Send Daily Summary: Send a roundup of the post activity from the previous day, to the post owner.

 See Enable forums for your portal, and add topics about setting up email notifications.

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