Messages and email: set options for the portal – Knowledge Base

Set the options for messages sent within your portal

Messages keep learners, managers and instructors up to date about courses, assignments and enrollments.

Availability: all customers

Messages include:

automated notifications
messages sent to individuals using LearnUpon's message feature
announcements sent to groups using LearnUpon's message feature
notifications from LearnUpon to admins or instructors: for example, when learners submit exams and surveys, or external training submissions

You access messages from the icon in top navigation.

The following screenshot shows a sample of icons available to admins, with the messages icon highlighted.

Optionally, you can send messages as email. In the Settings > Email/General Settings interface, Internal refers to messages accessed through the icon, and External refers to email.

Background

See:

Set up messages for the portal

From main navigation go to Settings > Email > General Settings.
Select options as required, or leave as-is for default settings:
- From email title: default sender is LearnUpon
- Allow opt-out from emails/messages: let users choose if they want to receive email: see Email opt-out
- Disable messaging: turn off the internal message feature within the portal, for all users
- Messages are received: select Internal or Internal & External, to choose how portal users receive messages by default
- Disable enrollment emails: turn off enrollment emails to learners
- Send daily course completions report: report about numbers of completed courses, sent to all admins
- Send daily users created report: report about all users created in the last 24 hours
Save to finish.

Note: the daily users created report does not include batch uploads. It covers users created one by one, and users who created their own accounts.

The following screenshot shows the Email/General Settings options.

Portal-level options and notifications, in detail

The options from Settings > Email/General Settings are the basis for all notifications in the portal. These settings control how you communicate with your users, to keep them up to date with their enrollments and courses. Consider these options to make the most of the notifications features.

From email title

This name appears as sender in your emails to users. Typically you change title to your organization name. LearnUpon is the default sender.

This sender name is different from LearnUpon's white-labelling feature, where you can create a custom notifications address. See Send email from your own domain and White-label your portal with a custom URL.

Allow opt-out from emails/messages

This feature lets users choose if they want to receive content by email.

Note: if users opt out from getting emails, they will not get automated notifications by email - for example, like course due date reminders, or Live Learning session notifications, or certificates attached to course completion notifications. See Email opt-out.

Disable messaging

This setting turns off internal messages within the portal, for all users. It refers to the messaging feature only, aka messages between users, through the envelope icon in top navigation.

Disabling messaging means instructors and managers can't use it to notify learners of changes from within the portal. Learners can't contact instructors and managers through the portal.

This option doesn't turn off automated course notifications for enrollments, due dates and other similar reminders.

Messages are received

Internal (default): messages appear to users through the portal, through the envelope icon

Internal & External: a copy of each message goes to the user's email as well

If you disable messaging for the portal, learners still get automated notifications such as due date reminders by email.

Disable enrollment emails

You can turn off enrollment email notifications to users for the whole portal. This option affects only the enrollment notification. Users still receive other notifications if you enabled them on the course.

You can keep enrollment emails available for the portal, and disable them at a course level instead. See Course notifications: set automated messages for course events.

Send daily course completions report and Send daily users created report

These 2 automated reports go to admins only. They are quick-review tools for gauging user growth and engagement. See Users created and course completion automated reports.

Email templates

Templates are standard wordings for automated emails, which use variables to enter user and course data. These templates are available for the whole portal. See Email: reference list of email templates.

LearnUpon turns on some notifications by default, when you set up and use the associated features. See Email: reference list of email templates > Notifications turned on at portal level by default.

Templates linked to features like assignments and eCommerce become available in your portal when you turn on these features.

You access email templates from Settings > Email > Custom email templates.

You can customize portal templates as required: for example, to support your organization's brand. See Manage custom email templates.

Email banners

Banners are images you set up to use on the portal, to add to custom email templates. Default email templates do not include banners.

See Create and edit banner images for email notifications.

Course-level messages

Admins set up email templates, and can make custom email templates available for the whole portal.

At the course level, you turn on these messages for a specific course.

See Course notifications: set automated messages for course events for an overview of course events, and where to edit settings at portal or at course level.

ILT email notifications

When you turn on the ILT feature for the portal, you can add email notifications about legacy ILT sessions and Live Learning training. See Instructor Led Training (ILT): overview.

For Live Learning sessions, the optional calendar invites let learners add sessions straight to their own Gmail, Outlook and Yahoo calendars.

Note: LearnUpon is developing the next generation of instructor-led training (ILT) features. See Live Learning: overview and features.