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Table of Contents | ||||||||||||
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Configure emails that are sent to your users.
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When your users receive their initial invitation to the platform, they'll be greeted with an email guiding them through the setup process. This guide is designed specifically for clients like you, who don't currently use Single Sign-On (SSO).
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SSO
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Cases
Before we proceed, let's confirm whether your user base falls into the category of clients who don't have SSO enabled.
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Below is a list of example Emails with Elements, Options, Recommendations, Configurable Default Text, and Full HTML.
Welcome emails
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An example welcome email. See the table below for details.
Element | Options | |
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1 | From name |
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2 | Subject |
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3 | Design |
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4 | Message |
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Users get this email when they request a new magic link.
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An example new magic link email. See the table below for details.
Element | Options | |
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1 | From name |
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2 | Subject |
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3 | Design |
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4 | Message |
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Users get this email when they are added as an admin for a content page. Since they now have editing privileges for that page, a link in the email takes them directly to the page editor. This email is not configurable.
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An example admin email.
Courses
Course enrollment or waitlist email
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You can configure:
Element | Options | |
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1 | From name |
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2 | Design |
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These emails will be available again once this is complete:
Forum and feed emails There are a few types of emails that notify users about the latest forum and feed activity, Forum digest email
The forum digest delivers new forum content to users' inboxes. All content in the email is from the previous week or month. Users are automatically subscribed if your platform includes a forum. But that doesn’t mean everyone gets an email every week. Instead, the email is only sent if there is:
If there is no relevant activity, the user doesn’t get an email that week. Someone who never interacts with the forum will never see the digest email. An example forum digest email. See the table below for details. The email content includes:
Configure these elements:
Real-time forum and feed activity emails Users get these emails right away when one of these activities happens in the forum or feed: In the forum:
In the social feed
Direct message emails There are a few types of emails that are sent to let users know they have direct messages waiting for them on the platform. Direct message request email Users get this email the first time a new person messages them. The email includes a link to their messages and the option to unsubscribe from direct message request notifications. The subject line automatically pulls in your platform’s name (the “social title” that appears on browser tabs). Beyond that, you can configure:
Direct messages email Users get this email when they receive new direct messages after the initial request. It’s sent once a day, but only if they have new messages. The email includes the names of the senders and how many new messages they sent. There is a link to their messages and the option to unsubscribe from direct message notifications. You can configure:
One-on-one meeting emails There are a few types of emails sent for a meeting. This could be a meeting between two attendees or between an attendee and an exhibitor. Meeting invite email Users get this email when they are invited to a meeting. An example meeting invite email. See the table below for details.
Created a meeting email The user who scheduled a meeting gets this email. An example meeting creation email. See the table below for details.
Meeting time changed email When someone changes a meeting time, both the meeting creator and invitee get this email.
Meeting cancelation email Users get this email when a private meeting is canceled. It could be a meeting between two attendees or between an attendee and an exhibitor. An example meeting cancelation email. See the tables below for details.
Or, you can remove cancelation emails:
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