Email Notifications

Overview

LearningCart gives you control over email notifications that are sent to your users after certain events occur. These notifications are based on a series of triggers (such as a user completing training) and you can specify if you want them to be sent immediately or specify a period of time after the trigger has occurred. 

To add a new notification, navigate to Manage Users -> Email Notifications -> Add Email Notification. When adding a new notification, you will complete the following fields:
Name: This is the name of the notification as it appears in the admin interface. This name is not shown to the recipient.
Active: When this box is checked, this email will be sent automatically based on the triggers you assigned.
Email Type: Select the desired event trigger. For details on each, see ‘Email Triggers’.
Date Type: Select the length of time you will be assigning to this trigger.
Days/Weeks/Months/Years After: Based on the Date Type selected above, enter the quantity you would like this email to go out after. If this field is left blank, the email will go out immediately before/after the trigger has been completed.
Include records that match these criteria: You can include specific groups or course attendees to receive this email notification. If left blank, this notification will go out to all users who set off the trigger [except for users identified in the exclusion category below]. 

Groups:
Courses:

Exclude records that match these criteria: You can exclude specific groups or course attendees from receiving this email notification. If left blank, this notification will go out to all users who set off the trigger.

Groups:
Courses:

BCC Email Address: You can add a bcc email address for this notification.
Email Subject: The subject of this email. This will be seen by the recipient.
Email Body: Here you can build out the body of the email using dynamic email variables. Variables will automatically be generated with the appropriate information when your email is sent to each individual user. The list of variables available for each email type is listed below in Email Types.
 

Email Trigger Types

The current triggers that are available are:

Course Completion
When a user has completed all the required items in a course.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Course Completion Date, Course Expiration Date

Course Completion (Manager)
When a user has completed all the required items in a course, the manager of the user will be notified.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Course Completion Date, Course Expiration Date

Course Completion Expiration
Notifies a user’s of course completion expiration.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Course Completion Date, Course Expiration Date

Course Completion Expiration (Manager)
Notifies a manager of a user’s course completion expiration.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Course Completion Date, Course Expiration Date

Course Not Completed
Occurs when a user has access to a course, but it has not yet been completed.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Customer Product Access End Date

Course Not Started
Occurs when a user has access to a course but has not yet started it.
Variables: First Name, Last Name, Email, Customer Create Date, Course Name, Customer Product Access End Date

Learning Content Completion
Occurs when a user completes a specific piece of learning content.
Variables: First Name, Last Name, Email, Customer Create Date, Learning Content Title, Learning Content Complete Date

Product Expiration
Notifies a user of when their access to a product/training expires.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Product Name, Product URL, Price Name, Customer Product Access End Date

New Order
Occurs when an order is placed.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date

Abandoned Order
Occurs when a user goes to the payment page and does not complete an order within one day.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Abandoned Cart Items

Unused Registration Codes
Occurs when a user has not used all their registration codes; notification will be sent out the specified amount of time prior to the expiration of the registration codes. 
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Order Expiration Date, Product Name, Product URL, Price Name, Remaining Codes, Event Start Date, Event End Date

New User Registration
Occurs when a customer account is created or a customer signs up.
Variables: First Name, Last Name, Email, Customer Create Date

User Not Logged In
Occurs when a user has not logged in after a specific period of time.
Variables: First Name, Last Name, Email, Customer Create Date

The following are only available if you have set up our Webex or Zoom integrations:

Upcoming Meeting (Student)
Occurs when a meeting is upcoming for the student.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Meeting Name, Meeting Join Link, Meeting Password/Code, Meeting Number, Meeting Start Date, Meeting End Date, Meeting Duration, Session Information 

Upcoming Meeting (Instructor)
Occurs when a meeting is upcoming for the instructor.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Meeting Name, Meeting Join Link, Meeting Password/Code, Meeting Number, Meeting Start Date, Meeting End Date, Meeting Duration, Session Information 

Meeting Registered (Student)
Occurs as a confirmation email to a student who is registered for an online meeting.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Meeting Name, Meeting Join Link, Meeting Password/Code, Meeting Number, Meeting Start Date, Meeting End Date, Meeting Duration, Session Information 

Meeting Registered (Instructor)
Occurs when an instructor is registered for an online meeting.
Variables: First Name, Last Name, Email, Customer Create Date, Order Date, Meeting Name, Meeting Join Link, Meeting Password/Code, Meeting Number, Meeting Start Date, Meeting End Date, Meeting Duration, Session Information 
 
ICS attachments will be included in the standard order emails when there is an event included in that email. If the event has a location included then the file will include those details, if it's for a webinar session and a join link has been setup in LearningCart, then that information will be included. ICS files will also be included in the email notifications for event registered and upcoming event. 

Common Uses

The email notifications feature was added based on feedback from our customers as well as to support marketing best practices. In this section we will give you a quick overview of some useful recipes you can leverage on your site.

Abandoned Shopping Carts
It is very common for a user to come to a website and make it to the payment page and then decide to not complete their order. By using the abandoned shopping cart trigger, you can easily set up your site to automatically email the user a day after their order is abandoned with an incentive (such as discount code) to encourage them to complete their purchase. 

Course Completion Expiration
For those that sell certifications that expire (such as those in the safety industry), this trigger can help remind their customers that their certifications are about to expire. This is a great way to re-engage existing customers and encourage them to repurchase training. This trigger also supports both positive and negative periods. For example, to send an email to a user 3 days before their course completion expires you would select the date type of days and enter a value of 3 under days.  If you wanted to send an email 3 days after their course completion expires you could do that by selecting the date type of days and entering a value of -3. This way you can attempt to engage your user before their expiration date was well as after. 

New User Registration
This trigger offers an easy way to welcome your customers after they create an account on the site. Many of our customers use this sort of feature to welcome their new customers, share more information about their company, and perhaps market specific products. By setting up an initial email to go out immediately as well as a second email to go out a week or so after the user signs up you can both welcome them immediately and then re-engage them automatically down the road. 

Order Confirmation Emails

When an order is placed an order confirmation to your internal team alerting them of the new order can automatically be routed two different ways.

Order Confirmation for All Orders
To change the email address that is notified when any order on the site is placed, navigate to Configuration -> Internal Values and locate the CartOrderConfirmationEmail field. Click Edit Value and enter the email address you would like to have notified any time an order is placed. If you wish to use multiple email addresses, simply separate them by a semicolon. You can then click Update to save your changes.

Order Confirmation by Product Subcategory
Order confirmations can be routed to specific lists of email addresses based on the subcategories of products present in an order. For example, if you create a subcategory of products called DVDs you may want to notify your fulfillment department anytime an order comes in with a product in the DVD subcategory. The list of email addresses to be notified when a product in a given subcategory is ordered can be controlled by the Email Notifications field on the Manage Subcategories screen.

*Note: In LearningCart, when Order Confirmation emails are sent out, they are sent on behalf of the email address entered in Website/General Settings "Email From Address" using the LearningCart mail server. Some mail servers with enhanced spam protection can detect nuances that would indicate the mail server sending the message isn’t necessarily the correct one for the domain name on the email address. One way to address the issue is to update your LearningCart site to utilize your own mail server instead of LearningCart's. In that case the email is delivered by your mail server just like any email you would normally send. If this is something you would like to set up, you'll need to add a support ticket requesting this change, along with the following information:

• SMTP server
• SMTP port
• Is SSL Enabled
• Email Address of the account to be used
• Password for the account