Create a welcome email to new Users

Play the video below if you would prefer to see how to do this.

You will need to create an Activity to assign to all your Users before you can create the email.

If you have access to our eCreator tool, you might like to create your own eCreator course or you could upload a document (such as company guidelines), in which case, find the Activity (see Find content in Find Learning or Find content in Content Manager if you're unsure how to do this) and go straight to Step 2.

Alternatively, you could create a simple Offline Activity first and then follow the steps below.

From the Common Tasks tab of the Activity, click Set reminder emails.

Alternatively, click on the Email Reminders tab on the left-hand side.

Click on the New Email button.

You will be presented with a 3-step wizard.

Step 1

Add a subject for your email to the Subject line. Using the Custom fields on the right-hand side to insert personal information, create an email welcoming Users to the site.  The pink highlighted areas show how the Custom Fields will look when you insert them into the text of your email.

Simply click on the link of the Custom Field to add it.

When the LMS sends the email, by default, it will be sent from a noreply address, so we would recommend adding contact details at the bottom of the email (see the yellow highlighted area above).

Click on the Send Test Email to check the formatting.  

Please note that the test email will go to your email address and it will be addressed to you, as you are logged in as an Administrator, and the set password link won't work if clicked on as it is a test email.

Click on Next once you have checked your email and are happy with it.

Step 2

In the following screen, as we're sending the email to all Users, we won't change any settings so just click on Next.

Step 3

In this step, you can choose the frequency of the email. As we're creating a welcome email, we'll choose On registration (how often to send the email) and the Registered User (who will receive the email).

You can then decide when you would like the email to start running.  You could keep it as a Draft ready to send later, start running it straight away or set up a date that it should start sending from.  In this example, we'll choose Start running now.

Click on Finish at the bottom of the screen to complete the wizard. Your email has been set up and will be sent whenever you have new Users!