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Standard LearnUpon-generated emails: overview

Elizabeth
  • Updated

Summary of automated notifications available, grouped by task

LearnUpon can send several different types of automated emails to your users. These automated notifications are different from custom email templates, where you can edit the email contents.

Availability: all customers based on feature use

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. 

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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. 
  • Legacy ILT with Ical enrollment: Provide an enrollment email with an Ical attachment, to  users who enrolled on courses containing legacy Instructor Led Training (ILT) modules.
  • Legacy ILT Adjustment: Tell  a user if the legacy ILT session date or times are adjusted. 
  • Legacy ILT Cancellation  Tell a user if the legacy 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. 

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Automated notifications that you can customize through email templates

LearnUpon sends these time-sensitive notifications about Live Learning session waitlists automatically with default text. You can edit the notifications through the custom email templates page. 

  • Successfully added to the waitlist by event team: used when admins are managing the waitlist
  • Successfully joined the waitlist: used when learners can self-register
  • Waitlist left by learner:  used when learners can cancel their registrations
  • Removed from the waitlist: used when admins change learner registrations
  • Waitlist Closed: used when a waitlist closes with learners waiting for sessions - for example, 1 hour before a session starts 

See Manage custom email templates.

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. 

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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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