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Is there a way to create a user * User has been created ( by administration) o User has been created ( confirmed registration ) to groups?? and not only branches!

  • August 12, 2022
  • 5 replies
  • 125 views

Isram
Influencer III
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Our users in our courses/cohorts are quiet different , I´d like to personalized Welcome email to each  

Is there a way to create  a user  * User has been created ( by administration) o  User has been created ( confirmed registration )  to groups?? and not only branches!

 

Thanks

5 replies

Salvo
Influencer III
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  • Influencer III
  • August 12, 2022

I believe that if the user has an additional field; you could do an auto enrolment to a group.

 


llo
Novice III
  • Novice III
  • August 12, 2022

As far as I know there’s no way to set up the registration email based on group enrollment. One thing you could do is do an auto enrollment into a group via additional field, like Salvo says, then create a notification for “user has been subscribed to a group” that has the personalized information.


pjensen
Helper I
  • Helper I
  • August 12, 2022

Users can be members of more than one branch so you could create a separate branch structure that mirrors your groups and place the users in the branch corresponding to their group. Then you could use the branch filter on the notifications to personalize the message. You can add users to branches with .csv files using the Import & Manage function in User Management.


Bfarkas
Hero III
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  • Hero III
  • August 12, 2022

I think the users assigned to multiple branches is only in certain license models though, I believe.


TrishAH
Helper II
  • Helper II
  • August 24, 2022

Assigning users to multiple branches is technically possible in some license models but not recommended. It’s better to set up additional fields that are part of the user ID when the account is created and then create Groups for including those individuals. That’s the setup we have and it works great. Branches are the main structure for our business units, and then members within those branches belong to various Groups based on their roles.

As for receiving a Notification that this has happened, yes, you may do that as well, but you may want to use the summary type rather than an individual email for every instance. This can also be tracked in the Audit Trail, though it can be tedious unless you can specify what you are looking for.