Welcome Email Best Practices

Learners should be loaded into Percipio ahead of time in order to leverage the welcome email capabilities, otherwise, there are no email addresses on file to be able to send emails to your learners.
- This is especially important for organizations who auto-provision SSO.
Before you send welcome emails, let your learners know that a Percipio welcome email is coming their way. When possible, send emails from a high-ranking person in your organization.
To kick off your campaigns or to increase adoption at any time, go to the Engagement & Notifications > Email Campaigns page and click Send Welcome emails to send emails to all users not signed in. This also displays how many learners received the welcome email.
When you create a new user in Percipio, always provide at least the first name and email address to allow email personalization. We recommend that you also require users to reset their passwords.
Specify the organization name you want to display in Percipio’s emails to ensure your learners know it’s from your company, and therefore, links are safe to click.
Optionally, use that same organization name in the custom “From” email address on your welcome emails. Just check the box in the Organization Name section on the Engagement & Notifications page.
Apply organization-specific branding to all emails.
Monitor how well the email is performing:
- New sign-ins
- Traffic increase