Send Welcome Emails

The welcome email contains a link that automatically signs the learner into the Percipio site. The learner has up to 60 days to click the link before it expires. See Welcome Emails for important information about these emails.

You must turn on welcome emails before you can send them or before the system can send them on your behalf. The default is a series of welcome and reminder emails, but you can change it to send just one.

Send to a new or existing user

To send the welcome email to a new or existing user who has not yet logged in:

1. On the User Management page, select New User.
2. Enter the information for the user profile. See Create a New User for details.
3. Select the Send the Welcome Email option.
4. Select a date and time.
   Note: The date and time are based on your local system settings, not the email recipients' settings.
5. Select Create.

Send welcome email on bulk import

For multiple new users (bulk import)

1. From the User Management page, select Import.
2. On the IMPORT tab, choose the file you want to import and select Open.
3. Select Send bulk Welcome Emails.
4. Select a date and time.
   Note: The date and time are based on your local system settings, not the email recipients' settings.
5. Select Import.

Resend welcome email to individual users

For an existing user who didn't get a Welcome email or for a user who doesn't remember their credentials, you can resend the welcome email.

You can send a welcome email to individual learners at any time even if they previously logged in. The email provides a one-time link that when clicked, automatically signs the learner into Percipio. The learner has up to 60 days to click the link before it expires.

1. On the User Management page, locate the learner to whom you want to send the email.
2. From the Actions menu, select Edit.
3. On the Edit User page, select the Resend Welcome email link. The email sends immediately.

Resend welcome email to those who haven't logged in yet

You can send a welcome email to all learners who have not yet signed into Percipio.

1. From the left navigation, select Emails & Notifications > Email Campaigns > Default campaigns.
2. In the Welcome email section, you see how many total users have not yet logged in. You can choose to send to all those users or a subset of those users in specific audiences.
3. Select either Send to all users or Send to specific audiences.
   • If you selected Send to specific audiences, select the plus, to select the audiences in the list whose users that haven't logged in should receive the welcome email. Select Send Welcome Emails. Percipio immediately sends welcome emails to all users who have not yet signed in.
   • If you select Send to all users, Percipio shares how many emails it will send. Select Proceed to continue. Select Cancel to stop.