With LMScheckout, store administrators will have the ability to set and customize automated emails to trigger when an action has been carried out on their store. These emails can be found under Account Setup > Messaging within the admin panel. Here I will discuss what triggers a specific email, who it is sent to, and uses for each email. In terms of customizing emails, this is specific for each user, though the wildcards for emails can be found to the left of the messaging page, within the side navigation panel. Reference the image below for visual reference.
Though each email in the system is customizable, all of them will have the ability to disable the email by checking the “Diable sending this email” checkbox, change who the email is coming from by adding an email address into the “From:” field, and add additional recipients to an email with the “To:” field. To find out who an email automatically is sent to, you can refer to the text under the “To:” field or scroll down to the corresponding emails information, which is listed below. All emails have the ability to be previewed before saving any customization by clicking the orange “Preview” button next to save under the text editor.
Email #1: Account Creation Email
The account creation email is an email that is sent out to users who have just created an account through your LMScheckout store. Anytime a user creates an account, whether during checkout or on the homepage, user will receive this notification.
Email #2: Password Reset Email
The password reset email is sent out to users within your store who have requested that their password be reset, by using the “Forgot Password?” link located under your stores login area. With this email, the user will receive a link that will take them to your store and allow them to set a new password.
The image below will show you roughly what the Reset Password page looks like:
Email #3: New Course Purchase Alert
This email will trigger when ANY purchase has been made in your LMScheckout store. Whether it is an individual purchase or a bulk order, this email will be sent out to the store administrator and anyone else listed in the “To:” field.
Email #4: Enrollment Notification
This email is to notify users that they have successfully purchased and been enrolled in a course through your store. This email is sent to users ANY TIME they are enrolled in a course, whether they purchased the course themselves or were added from a bulk purchase.
Email #5: Payment On Hold
This email is sent out to the users to notify them that payment for their recent purchase has been placed on hold. This could either be due to required admin approval or a minimum enrollment that has not yet been reach for the desired course. This means that until the payment is approved, the user trying to purchase the course will not have access to that course and their method of payment will not be charged until they are approved.
Email #6: Set Password Email
This email is to notify users that their account has been created for them by an admin and that they need to set their password using the link provided in the email. It is generaly best to include the and wild cards in this email, so that users know who the email is coming from. These wildcards can also be found on the left navigation panel.
Email #7: Cancel Enrollment Notification
This email goes out to users when a store admin cancels a course. It gives them noticed that they have been unenrolled from the course, but it is up to the administrators as to whether it has a reason or not.
Email #8: Manage User Account Creation
This email is sent out to the new user when someone who has made a purchase for others and added that user under their Manage Users page. It will notify new users that someone has purchased a course for them. The user will be notified that they also need to set a password for their new account and how to access their new course once they have set their new password.
Email #9: Course Approval Notification
This email is for users who have tried to purchase a course for others and the purchase was put on hold. This could be for many reasons such as a minimum enrollment or the hold payment option is turned on. Once an administrator has approved the purchase, this email will be sent to the purchaser to notify them the purchase has been approved and that they can now distribute the course seats to other users.
Email #10: Course Purchase Information
This email is sent out to users when they place a bulk order (purchase for others). It is to notify them that the purchase has gone through and they can now distribute the seats to other users.
Email #11: New Class Purchase Alert for Admin
This email will go out to the default system admin anytime a user purchases a live class.
Email #12: New Class Purchase Alert for Instructor
This email will be sent to the instructor of a particular live class if a user purchases a seat in that live class.
Email #13: Class Opening Alert for Waitlisted Users
This email will trigger when an admin clicks the “Release Waitlist” button to notify users that there is/are available seats in a specific live class. This email will then be sent to the users on the waitlist associated with that class so they know they can purchase any available seats. There is no priority to this email and it will be sent to ALL users on the waitlist. It is then first come, first serve for any available seats.
Email #14: Class Opening Alert for Admin
This email is to notify the default system admin that a user has canceled their enrollment in a specific course and that course now has available seats. That admin can then make the decision to click the “Release Waitlist” button which will notify any users on the waitlist that they can go purchase any available seats.
Email #15: Class Full Alert for Admin
This email is to notify the default system admin that a course has now reached maximum capacity.
Email #16: User Cancelled Class Enrollment Alert fir Admin
This notification will be sent to the default system admin anytime a user cancels their registration within a live class.
Email #17: Waitlist Confirmation for User
This email will be sent to a user when they register to be added to a waitlist for a live class.
Email #18: Waitlist Confirmation for Admin
This email will be sent to the default system admin when a user has been added to the waitlist for a live class.
Email #19: Declare Interest Confirmation for User
This email will be sent to a user when they declare interest in a live class.
Email #20: Declare Interest Confirmation for Admin
This email is to notify the default system admin that a user has declared interest in a live class.