Email Preferences Setup Events

Email Preferences Setup Events

Email Preferences can be configured at both the learning module and individual session level, where session-specific preferences take precedence over module level email preferences. The following table describes the events for which you can select an email template in the Email Preferences Setup properties for a module or session. For some events you can configure additional options, such as frequency and the number of days before or after the event to send the email. The email recipients are specified in the email templates.

These email preferences apply only to classroom or virtual classroom courses.

Table: Email Preferences Setup Events
 

EventDescription
Confirm enrollmentSelect a customized email to be sent as a part of the workflow associated with a confirmed enrollment. This email is sent instead of the default generic confirmation email.
Module not yet accessed reminderConfigure an email to be sent whenever a learner has been enrolled in a course but has not yet started it.
Gentle completion reminderConfigure a gentle completion reminder message for learners who have not yet completed an assigned course. The initial email is sent based on the enrollment date of the course, and the selected email template should indicate to the learner a specific deadline, if one applies.
Escalation of completion reminderConfigure an escalated completion reminder message for learners who have not yet completed an assigned course. The initial email is sent based on the enrollment date of the course, and the selected email template should indicate to the user a specific deadline, if one applies.
Gentle deadline reminderConfigure a gentle deadline reminder message for users who have not yet completed an assigned course. The initial email is sent based on the impending deadline date of the course.
Session waiting reminderWhile the number of enrolled people is below the minimum class size, an email will be sent to those who register explaining that more enrollments are required before the course is confirmed. Once the minimum class size is reached, the enrolled users will be sent a confirmation email. 
If the minimum class size is not reached by the enrollment deadline, the class will be cancelled and the enrolled users will receive a cancellation notification.
Start of session reminderSelect an email to be sent a number of days before the class starts.
Session completion notificationSelect an email to be sent to learners when they have completed a session (that is, when the status is set to Completed).
Session finish notificationSelect an email to be sent to learners a number of days after the session is marked as completed (or for a classroom session, after the end date).
Enroll user in waitlistSelect an email to be sent if a learner on the waitlist is enrolled when someone else withdraws.
Coupon distribution notificationSelect an email to be sent when the course coupon is assigned to a reseller. The email will be sent to the reseller in addition to the recipients that are targeted in the selected email template.
Dropped from waitlist notificationSelect an email to be sent when a user drops from the waitlist (that is, their status changes from Waitlist to Dropped). Note that you cannot use this for learning programs.
Task Complete ReminderSelect an email to be sent to the users who can mark a Task learning module as completed.
Submitted homework notificationSelect an email to be sent (typically to the instructor) whenever a participant uploads a file to the Submitted Homework file share area in the Knowledge Center.
Marked/reviewed homework notificationSelect an email to be sent (typically to the participant) whenever an instructor uploads a marked/reviewed homework file to the Marked/Reviewed Homework file share area in the Knowledge Center.
Session fail notificationSelect an email to be sent to learners who have failed an assigned course.
No-show notificationSelect an email to be sent if a participant does not attend a classroom session (that is, when the instructor or administrator updates the participant's status to No Show).
Post-session reminder for instructors/administrators

Configure a reminder message to be sent to the instructor or a named administrator to remind them to log participant attendance and completion of the session.

The recipients are defined in the email template. The following recipients are supported:
 

  • Course specific instructors
     
  • Default system approver
     
  • Default system administrator
     
  • Specific user
     
  • External email

The initial email is based on the session end date. For a frequency other than Once, the reminder will be sent as long as there are participants with open transcripts (that is, not in a final state, such as Completed).

 

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