Skip to main content

 In case you missed it, ​@tmcmahon and I hosted another CE Office Hours talking all about (Email) Communications! 

The recording is below, but here’s an overview of what we discussed...

 

Exploring Email Types- What emails can be sent via Gainsight CE?

  • Course enrollment and Inactivity nudges fall under the Engage tab 

  • Group messages can be found in the Broadcast tab

  • Default messages based on what settings you have turned on in your school, are in the Administer tab (academy invitation, password reset, etc).  

  • “Hidden” communications- Custom Learning Path and Custom Instructor-Led Training notifications can be created and managed in the Content tab (Under LPs and ILTs) 

Establishing Email Settings- Where do I configure email settings?

  • Multiple emails can be set up in 1 event for ILT emails (for example, reminder before event and recap after event email). 
  • Learning Path emails can be sent upon enrollment or upon completion of a LP
  • All other email settings can be configured via the Communications tab 
  • Our most commonly used emails are the Inactivity nudge, course enrollment, and group message. We spoke about some ideas and best practices for setting up those email settings (example: creating a group email to send to not activated users to get them into the academy).  

🤔Tip: Remember to send a test email to yourself! (in the 3 dots button settings in content tab of email)

🤓Tip: Use email properties like learner first name to make the email more personable

Enhancing Email Experience- How can I customize emails to align with my brand?

  • Make sure in the individual content tab of the email, you go to the button with 3 dots and click Restore default content to pull in the original email with your school colors.
  • We went over small editing features like font type, font size, font color, button color, button text, etc. 
  • By default emails come from noreply@northpass.com. TO change this, go to the Comms settings and work internally to get an email domain for your academy set up.  

Questions from the Q&A will be shared in the comments. Have any additional questions? Keep the convo going below!

 

 

I’m sad I missed this! Does anyone know if there is a easy way to send a Group Email to a large subset of people?

 

For example, we might have a few hundred learners who we have identified through Analytics that we want to send a group message to, but as far as I know, there’s not an easy way to add these learners into a group. When we were being implemented we were told adding them 1 by 1 was really the only way.

 

Is there a more automated way we could build a group to send a group message to? Or perhaps send a bulk message without using a group?

Hey Daniel, sorry we missed you too! We already have three Office Hours lined up for the first 3 months of 2025, keep an eye on the community and email for these! 

Right now, broadcast messages can only be sent to created groups in Gainsight CE. 

A workaround for creating groups faster is going through the People tab, pasting learner emails into the add people text box (clicking they should continue to be learners) and adding them all to a specified group that you want them to be in. 

Hoping this helps!

Thanks ​@cdonargo  I’ll give this a try. It doesn’t send a notification out right? Like an invite? I’m using this for existing users is why I ask.

Reply


Terms & ConditionsCookie settings