Welcome Emails

Welcome emails are sent directly to your learners from Percipio. The email contains a link that when clicked automatically signs the user into Percipio. The link is active for 60 days and can only be used once.

If the learner attempts to click the link a second time, the link takes the learner to the login page of Percipio. The learner then has to enter their username and password. If the learner does not have an initial password set by the administrator, they receive a separate email with their password for subsequent sign ins.

Only learners receive this type of welcome email. Any other Percipio user role who receives a welcome email, is provided a link to the site, a username and temporary password.

There are two options for welcome email delivery:

 

This video is part of the Percipio Certification: Admin Essentials Journey located on your Percipio site. You can earn a badge by completing the journey in Percipio.

Welcome and reminder emails

Percipio can send an initial welcome email to all new and updated learners who have not received one before, along with a series of subsequent reminder emails. These are proven to increase user engagement and site traffic. For details, see the Why use welcome and reminder emails? section below.

These emails are personalized, using the learner's name, organization name, and user-entitled content, in order to help drive more of your learners to sign in and engage with Percipio. You can also customize the welcome email, choosing a subject line, header, preheader, and introductory text. See Customize Welcome and Reminder Emails.

The first email (the initial welcome email) contains a link to your site that when clicked, automatically signs the learner into Percipio. The five subsequent emails (reminder emails) are sent only if a learner does not sign in. These reminder emails are sent every 3 days until either the learner signs in or until all five are delivered.

Single welcome email

If you do not want Percipio to send a series of welcome and reminder emails, you can opt to send a single welcome email with a one-time link for your learners to sign into Percipio. If they click the link again, they are prompted to sign in using Percipio credentials or Single sign-on credentials. If Percipio does not have a password on file for the user, Percipio sends a separate email to the learner that allows them to set a password.