Self-Registration Email Notification in Reach 360
I'd like to customize the email notification that is sent when a new user self registers. The "Welcome email" on the learner notification tab only seems to be triggered when I manually add a user. I searched on the documentation and found this pagesaying that: Reach 360 sends an email invitation as if you'd manually invited them. But when I tested this, it did not sent the welcome email that i had configured. Instead it sent a default confirmation email below, and once i complete the account creation no other email is created. Would it be possible to customize this initial verification email?Upcoming Articulate 360 Training Webinars in 2025
Stay ahead of the curve with our free Articulate 360 Training webinars. These weekly sessions are designed to help busy course creators like you enhance your e-learning skills without investing too much time. As an Articulate 360 subscriber, you can grow your expertise through targeted training on the latest techniques and best practices – all at no additional cost. And if you want to view some on-demand training to view at your own time, visit the Articulate 360 training site to see what's available. Check out our upcoming webinars and level up your e-learning game. If you can't attend, that's OK. We record all of the sessions, so just sign up and you'll get a recording emailed to you. Date Title January 7, 2025 Branding your Rise 360 Course January 7, 2025 Overview of AI Assistant in Storyline January 7, 2025 How to Build Drag-and-Drop Interactions in Storyline 360 January 7, 2025 Getting Started in Rise 360 January 14, 2025 Getting Started in Storyline 360 January 14, 2025 5 Ways to Personalize E-Learning Courses January 14, 2025 Beyond Click-and-Read: Crafting Engaging E-Learning with AI Assistant January 14, 2025 Getting Started in Reach 360 January 21, 2025 How to Build a Progress Bar in Storyline 360 January 21, 2025 Overview of AI Assistant in Rise January 21, 2025 Beginner’s Guide to NVDA and Storyline for Accessibility Testing January 21, 2025 Typography Basics for E-Learning January 28, 2025 How to Build Onboarding Training in Rise 360 January 28, 2025 Production Tips for Working in Rise 360 January 28, 2025 Creating Images, Narration, and Sound with AI Assistant January 28, 2025 How to Build Tabs Interactions in Storyline 360 January 30, 2025 Quick Tips & Tricks Episode #110 Not yet an Articulate 360 subscriber? Sign up for a 30-day free trial and check out as many as you’d like. And if the live webinar time doesn’t work for you, no worries! Simply sign up anyway and you’ll receive the recording in your inbox so you can watch it whenever you have time. Hope to see you at one of our upcoming webinars!Reach 360: Manage Users and Groups via CSV
Good news, admins! You can import your learners all at once rather than inviting them individually. Just add their information to a CSV file and upload the file to your account. Keep reading to learn more. Get the Import Template Create a CSV File Upload the CSV File Manage Groups via CSV Step 1 - Get the Import Template To ensure your import is seamless, we recommend using our template. Here’s how to download it. In Reach 360, navigate to Manage > People > Users. Click Import. Click Download our template to download the template. Alternatively, you can create your own, but it’ll need to match the example below. Tip: If you've used our template previously and encountered upload issues, ensure you're using the latest version by downloading a fresh copy. Step 2 - Create a CSV File Now that you have a template, you'll need to create a CSV (comma-delimited) file that lists your learners' information. Note: Only learners can be added via CSV import. You can bulk upload authors and admins in your Articulate 360 Account Management Console. Add learners' first names, last names, email addresses, and groups to a spreadsheet as shown: Then save the spreadsheet as a CSV file. (Excel might warn you that some features won't work in a CSV file and ask you to confirm that you want to keep using this file format. Click Yes.) Here are some tips for working with CSV files: Don’t worry about importing large numbers of learners at once. Keep in mind that, for Reach 360 trials, you can't have more than 250 pending invitations at a time. Reach 360 ignores entries for duplicate and already-registered emails. If you include an email more than once in the spreadsheet or a user on your account is registered with that email, that learner won't receive additional invites, and changes you make in the CSV to their group enrollments won't be updated. The information in the first name, last name, and email address cells can't exceed 50 characters each. The groups cell can have no more than 100 characters. A first name, last name, and email address are required for each entry. The Groups column isn't mandatory. Updating Custom Learner Profile Fields To update custom learner profile fields for existing learners, add columns labeled Custom: Name of Field to your CSV, substituting the name of your custom fields in each column. This option is available for existing learners only. You can't add learner profile field values for learners being added via CSV. For example, a custom Birthday field was added to your learner registration page after Sally registered for Reach 360. James is being added to Reach 360. Add the column Custom: Birthday to the CSV and enter Sally's response. James will provide this information when he registers, so leave his column empty. Step 3 - Upload the CSV File In Reach 360, navigate to Manage > People > Users. Click Import. Click Upload CSV file, browse to your CSV file, and click Open. The number of new learners to be added and changes to existing learners displays. Click Import Changes to continue. You can also replace the CSV with another. Click Done. After uploading a CSV file, you’ll see how many learners were imported and how many existing learners were modified, along with how many errors (if any) occurred. ClickSee Details to download an annotated CSV with the import errors. When you click Done, all imported learners receive an invitation to join your account. You can track their invitations via the Pending tab. If a pending learner is resent an invitation email, they can disregard the duplicate invite. 4. Manage Group Membership with CSV You can also manage your group memberships via CSV. On the Group tab, select a group from the list and click the Import button. To add users, click Upload CSV file, browse to your CSV file, and click Open, just like on the Users tab. If the user doesn't have an account, they'll receive an email invitation.Pending users are added to the group once they accept their invite. If they already have an account, they'll receive an email with information on the training in which they've been automatically enrolled. You can also remove users from the group via the CSV import method. Before you browse for your file, select the Remove all users… option. When the CSV is uploaded, any group members that aren't listed in the file are removed (this doesn't delete them from your Reach 360 account).Reach 360 User Guide
Part of your Articulate 360 Teams subscription, Reach 360 is a fast, frictionless LMS that makes it easy to distribute training. Reach 360 takes the hassle out of the typical LMS experience thanks to simple processes for publishing and sharing courses, a friendly interface learners can access on any device, intuitive reporting, and budget-friendlyactive learner pricing. Check out the video below, then explore the user guide to discover everything Reach 360 has to offer. Reach 360: Get Started Using Reach 360 Reach 360: Manage Activation and Upgrade Learn Reach 360: Manage Your Learner Profile and Settings Reach 360: Access Your Training Reach 360: Take and Complete Training Reach 360: How to Search For Content in Courses Reach 360: Browse the Library Analyze Reach 360: View the Analyze Dashboard Reach 360: View Activity Reports Reach 360: View Active Learner Usage Reports Reach 360: View Learner Reports Reach 360: View Group Reports Reach 360: View Course Reports Reach 360: View Question-Level Reports Reach 360: View Learning Path Reports Manage People Reach 360: Understanding User Permissions and Roles Reach 360: Manage Users Reach 360: Manage Groups Reach 360: Manage Self-Registration Reach 360: Manage Groups and Users with Single Sign-On (SSO) Reach 360: Manage Users and Groups via CSV Reach 360: Assign Managers Reach 360: Manage Reporters Manage Training Reach 360: Manage Your Training Settings Reach 360: Publish Training Reach 360: Import Third-Party Training Reach 360: Three Ways to Collect and Organize Content Reach 360: Six Ways to Enroll Learners in Training Reach 360: How To Link Directly to Training Reach 360: Remove Access to Training Reach 360: Manage Your Learning Paths Reach 360: Create and Publish a Learning Path Reach 360: Create and Manage Custom Libraries Reach 360: Create and Manage Certificates Reach 360: Manage Your Topics Manage Account Settings Reach 360: Manage Your Account Settings Reach 360: Manage API Keys Reach 360: Mask Your Account in a Custom Domain Reach 360: An Introduction to Zapier and Reach 360Reach 360: Manage Your Training Settings
The Courses section of the Manage tab is where you view your team's training list, view training settings, and publish training. Keep reading to learn more. Managing Training Previewing Training Exploring Training Details Managing Publish Settings Sharing Training Adding and Removing Groups Adding and Removing Learners Managing Training The Courses tab lists all of the individual training items in your account library, sorted by the date they were last updated. Unpublished training is at the top of the list, followed by training with submitted changes. The total number of training items you currently have in your account is above the list. Training can be Rise 360 or Storyline 360 courses, Rise 360 microlearning, or imported third-party training. Use the search bar to find specific training items. From here you can also, import third-party training. Click Export to download a spreadsheet containing the ID (for support purposes), title, owner, number of enrolled learners, and date of last activity for your training (the exported file reflects any filters you've applied to the list). Click individual titles to view and publish training. Previewing Training Hover over an item in the list and click the eye icon that appears. You’re provided two choices: Current Published Version and Latest Submitted Version (if there’s a pending update). Selecting an option opens the training in a separate tab. Note: Launching content previews from the Training tab isn't logged in activity reports or considered an active learner event. Exploring Training Details Click an item in the list to see its details. Here you can see which groups and learners are enrolled in the training, access the course report, manage publish settings, and more. Click the arrow next to the title to return to the full list. Enrollee Numbers Under the title, you’ll see the number of enrolled learners. This count includes group members as well as individual learners. View the Training Just like you can from the training list, view the last published or latest submitted version by clicking View Training. Share Training If sharing is enabled, click to display the share URL and download the QR code. Edit Source Content If you're the author or a collaborator on the training in Rise 360, you'll see a link to Edit in Rise. Reach 360 admins with no Articulate 360 access won't see the link. View the Course Report Click View Report to go to the relevant report in the Reports tab. Delete the Training Click Remove and verify your decision to cancel all enrollments and delete the training from the library. This completely removes the current published version from the library and discards any pending submitted changes. If users were enrolled, the Course Deleted tag is added to the relevant course report and activity report entries. The author must submit the training and the training be published for it to appear again in the library. A re-published training doesn't retain the statistics of the removed version. Select and Remove Topics The Library Topics section lists all topics assigned to the current course. Click Choose Topic to access the available topics. Use the search bar in the pop-up menu to filter your results. Select as many topics as apply and click the X to close the pop-up window. Remove an already-added topic by clicking its X icon. Add Cover Photo and Description (Storyline 360 only) For Storyline 360 training, add a cover photo by clicking Add Image and either uploading your own or selecting from the Content Library. Once added, add an alt tag or delete the image altogether by hovering over the image and clicking Edit Image. You can also enter a cover page description. The LMS export settings used for the training displays below the description field. Managing Publish Settings The dashboard for each training provides easy access to its publish settings. From here you can: Use the Status switch to take a published training offline or make it live. This section also displays the date it was last modified. Modify the completion requirements (Rise 360 courses only), toggle the completion celebration, select and manage certificates, and adjust the training duration. Modify the default due date period, make the training visible in the library, add or remove the course from multiple libraries, and disable direct sharing. If there are pending updates, a Publish Updates button displays. For more information on publish settings, click here. Sharing Training Direct sharing is enabled for all new content published to your Reach 360 library. Click Share Course to display the shareable URL and QR code display. Click Copy to copy the URL and Download QR Code to download an image file of the QR code with the same name as the training. Existing Reach 360 learners and users can use the links to go directly to the shared training. If self-registration is enabled for your account, these options also act as self-registration links for new learners. If self-registration isn't enabled, only currently registered users can access the linked training. Any self-registration page customizations are also reflected in direct sharing self-registration pages. Adding and Removing Groups An easy way to enroll lots of learners at once is by adding a group. Click the Add Groups button (or Enroll Groups if there aren’t any groups enrolled in the training). In the enrollment window, you'll see the groups already enrolled and can select additional groups. Once you’ve selected all the groups you’d like to add, click Enroll Groups. Select a group to see its members in the People tab. Use the Everyone group if you want all current and new users to be enrolled in training automatically. This makes training available to users even if they're excluded from the library it's in. Note: Zero-member groups don't display on the groups tab. When you add at least one learner to a group, they're automatically enrolled in the training and the group displays. Remove a group from training by hovering over its entry and clicking Remove. Adding and Removing Learners To enroll individual learners, select the Learners tab and click the Add Learners button (or Enroll Learners if there aren’t any learners enrolled in the course). In the enrollment window, start typing a name. A pop-up automatically returns learners’ names as you type. Click a name to select it and add the learner to the list. Once your list is complete, click Enroll Learners. Remove a learner from training by hovering over their entry and clicking Remove. Please note, individual learners that are part of groups added to training aren't listed on the Learners tab.Reach360, Wordpress & Woocommerce - how to automate from purchase to course access/completion?
Hi, I have a Wordpress site and would like to understand how I might be able sell a series of courses (developed using Rise) to customers via woocommerce. The courses will be published and available for completion via Reach360 and I am looking for a way to automate entire process from order management, inviation to access the specific course purchased, account set up etc. Here are my questions: How can I automate the process of granting course access (and creating a Learner account) after customer purchase, without requiring manual intervention? How to ensure customers only have access to the course they purchase and not other courses on the Reach360 site. If anyone has any insight into how this can be done I would really appreciate some guidance. Thanks, Alex
