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.
If any Email Reminders have already been created for this Activity, they will appear here.
To create a new one, click New Email.
You will be presented with a 3-step wizard.
Step 1
Add a Subject. This will be the subject line of the email when it is received. This field is mandatory.
Write a customised Email Reminder using the Custom Fields. To learn about how to use Custom Fields, see the Use Custom Fields in an Email Reminder guide.
In this example, which is welcoming the User to their new LMS, the email could be worded as follows:
Note: 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 as in the above example.
Click Send Test Email to check the formatting.
Note: the test email will go to the email address set in your own profile and it will be addressed to you, as you are logged in as an Administrator. The set password link won't work if clicked on as it is a test email. The due date field, if included, will also display as the current date. However, these fields will work correctly when sending to a real registered User where it is able to pull in correct data.
Click 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 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 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. You can now edit, cancel or delete the Email Reminder.
Don't forget, you can set up multiple Email Reminders for different purposes. For example, to remind Users of upcoming or overdue due dates, congratulate them on completing the learning, or even just to send them information on a once-only basis.