Send a Single Welcome Email
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 enable single welcome emails prior to sending one. The default is a series of welcome and reminder emails.
To send a single welcome email
- On the User Management page, click New User.
- Enter the information for the user profile. See Create a New User for details.
- Select the Send the Welcome Email option.
- Select a date and time. Note: The date and time are based on your local system settings, not the email recipients' settings.
- Click Create.
You can send a welcome email to individual learners at any time. The email provides a one-time link that when clicked, automatically signs the learner into Percipio.
- On the User Management page, locate the learner to whom you want to send the email.
- In the Actions column, click , then click .
- On the Edit User page, select the Send the Welcome Email option.
- Select a date and time. Note: The date and time are based on your local system settings, not the email recipients' settings.
- At the bottom of the page, click Update.
- From the User Management page, click Import.
- On the IMPORT tab, choose the file you want to import and click Open.
- Select Send bulk Welcome Emails.
- Select a date and time. Note: The date and time are based on your local system settings, not the email recipients' settings.
- Click Import.
To resend a single welcome email
You can resend a welcome email to individual learners at any time. The email provides a one-time link to your site. The learner has up to 60 days to click the link before it expires. To send a welcome email to all learners who have not yet signed into Percipio, see Engagement and Notifications.
- On the User Management page, locate the user to whom you want to send the email.
- In the Actions column, click , then click .
- On the Edit User page, click the Resend Welcome email link.
The email sends immediately.
Important information about the Welcome email
- The welcome email contains a link to your Percipio site that when clicked automatically signs the learner into Percipio. It is a one-time link. If a learner clicks that link a second time, the learner is prompted to sign into Percipio with the login credentials or via SSO.
- The learner must have a status of active and a valid email address included in the profile to receive the welcome email.
- If you scheduled a single welcome email to be sent while uploading users, you can cancel the email by unchecking the option prior to the scheduled send date.