Automated Account Emails

For more information on automated emails, please review our guide: Introduction to Automated Emails

Automated Account emails help users with the login process. The New Account email alerts a user that an account has been created for them on your platform. The Password Reset emails are what run the Forgot Password option on the login page. Each of these email types are important in introducing the platform to your user, and making sure they can log in correctly to begin their journey.

In this article

Account Emails

There are three types of Account emails: New Account, Password Reset Request, and Password Reset Success. 

Enable Emails

Each type of automated email must be enabled before it will be sent automatically.

The enabled button must be toggled on for both Primary Recipient or Other Users to be Notified, if you plan on using either.

Keep in mind that emails need to be enabled for the Primary Recipient and for Other Users to be Notified, if you plan to use any combination of those two options.

Recipients

There are three different types of recipients who can be named to an automated Account email: the Primary Recipient, Other Users to be Notified, and CC'd Recipients.

Primary Recipient

Note

Password reset emails can only be sent to the user. There is no way to add a CC'd recipient or an other user to be notified.

Each automated email is sent to a Primary Recipient. Depending on the email type, the default Primary Recipient is either the user the issue is about, or the Site Admin listed in the Site General Settings found in the dashboard at Settings > General.

This chart shows who is set as the default Primary Recipient by Account email type:

CC'd Recipients

You can also CC other email addresses to receive these messages if you wish. The addresses can be added to the CC field, separated by commas. 

Other Users to be Notified

The New Account email type also has an option to send a message to Other Users to be Notified.

These other users must be added to the CC field. 

The Other Users to be Notified message uses a separate email template from the Primary Recipient message. It's possible to customize this message in any way you wish. It's generally recommended for the Other Users message to be set up for internal use, and sent to an accounting team for recordkeeping, for example.

New Account

A New Account email will be sent out to a user immediately after a user profile has been created for them. This can be done either by an Admin creating a new user, or a user creating their own account as part of the checkout process.

New Account Email Template

Here is the provided sample announcement email template. You are free to customize this in any way you wish, including using shortcodes:

User Experience of New Account Email

And here is what a user will see in their inbox:

Password Reset Request

Users can receive a Password Reset Request email after they have used the Forgot Password option on the login page.

Once they fill out the Reset Password form, a Password Reset Email will be sent to their inbox, allowing them to complete the password reset process.

Password Reset Request Email Template

Here is the provided sample password reset request email template. You are free to customize this in any way you wish, including using shortcodes:

User Experience of Password Reset Request Email

And here is what a user will see in their inbox:

Password Reset Success

When a user has completed the password reset process, they will be sent this email to let them know their password was changed successfully.

This email is also sent for security purposes. If someone else has changed this user's password, they will be alerted by email and can contact Support to report suspicious activity.

Password Reset Success Email Template

Here is the provided sample Password Reset Success email template. You are free to customize this in any way you wish, including using shortcodes:

User Experience of Password Reset Success Email

And here is what a user will see in their inbox:

Next Step

In the next article in this series, learn how Course notification messages are sent with LMS automated emails. They allow Students to submit work for a Course and Instructors to evaluate it: