Inside the editor of any Course or Theme you create in Teachery you'll find a "Course Emails" section in the left sidebar.
There are two emails we want to help you out with...
By default, we send a new course customer a welcome email that you can customize. This email includes their payment information and a âsmartâ login link (which ensures a smoother onboarding).
You can add your logo, change the email background and link color, and customize the text in this email.
From the main Teach page, click into the course/theme/product you want to edit.
In the left sidebar, look for the Course Emails or Theme Emails section (for products, navigate to Product Settings).
Click the Welcome Email option and start editing.
When clicking on the âsmartâ login link, customers will have a slightly different experience depending on whether theyâre new/existing Teachery users.
If theyâre existing Teachery users and click the welcome email link, they will go straight to your course (if theyâre already logged into Teachery) or they will be asked to log in and they should know (or be able to reset) their Teachery password from that page.
If theyâre brand new to Teachery, the system will ask them to set a password when they click that welcome email link.
Basically, if users have already set a password once before in any of your courses (or another creatorâs courses) on Teachery, they will always use the same login credentials and wonât be prompted to set a password again. That said, if theyâre using an altogether different email address for this purchase and are creating an all-new Teachery account, then they will be prompted to set a password.
If youâve built your payment page using our Payment Page Builder, depending on what youâre selling and what route you want your customers to follow after successful checkout, hereâs what to expect with your welcome emails:
If youâre selling a course, be sure to keep the welcome emailâs default placeholder of %login_url% so that customers can navigate directly to (and complete their onboarding into) your Teachery course. Note that if youâre selling a theme, the placeholder to use instead is %start_using_url%.
If you chose the setting to Redirect to URL after a successful checkout, you can include the additional placeholder of %redirect_url% (this is optional).
If youâre selling downloads and you chose to display a confirmation message (on successfull checkout) with either a list of your downloads or a button to your downloads, our system will automatically include in the welcome email either a hyperlinked list of your downloads or one single link to your Downloads page, depending on whether you chose to display a list or button. Learn more about how customers access downloads here.
If youâre making use of a course bundle in any way and have many many courses or products, we recommend disabling the welcome emails in all courses except for the âmainâ course (this is required for onboarding the customer smoothly). This way, your customers wonât be overwhelmed with emails and it will reduce the likelihood of your welcome emails being marked as spam.
Head to your Customers page, search for your student's name or email address, click their name to jump into their Customer Profile.
Look for the appropriate course card and click the "Actions" button in the top right.
You'll find a "Resend Welcome Email" option. That will resend the welcome email and get your student back in action!
Your Welcome Email will include the Upsell purchase labeled simply as {+ Add-On} in the email.
We have to keep the verbiage generic as {+ Add-On} but we did want to include something to your customers in their Welcome Email if an Upsell was added to a purchase.
If you have Stripe receipts turned ON in your Stripe account, your customers will receive a specific separate email with that as well.
Inside your course, there are âCompletedâ buttons at the bottom of each course lesson (these are on by default).
If your student goes through ALL your course lessons, hitting the completed button on ALL lessons, there is a Course Completed Email that automatically gets sent to your student.
From the main Teach page, click the course you want to edit
In the left sidebar, look for the Course Emails section
Click the Course Completed Email link and start editing đ
You can add your logo, change the email background color, and customize the content of this email like the Welcome Email.
Some course providers offer this service for you, but from extensive research we've heard that automatically generated certificates can have issues and can cause support headaches.
Instead, we recommend keeping this process very simple!
Does a generic Completion Certificate work?
If yes, create your Completion Certificate using Canva or any design program that works for you. Then, download the designed certificate as a PDF, JPG, or PNG file.
Edit your Course Completed Email and upload your Completion Certificate to it.
Done and done!
Need a person-specific Completion Certificate?
If yes, then you'll create the Completion Certificate for your individual customer. Instead of adding the certificate to the Course Completed Email, you'll simply email your customer directly â.
You can turn these emails OFF and send your own emails, but we recommend leaving the Welcome Email on, as it has the important course login and password data.
