JoinCPR

Settings

Notification settings

Reply-to address, switching email types on and off, the post-class follow-up, SMS reminders, class reminder timing, and certification expiry reminder days.

Updated · JoinCPR help center

Settings → Notifications (admins and staff) controls which automatic messages students receive and when. Click Save Settings when done. Wording is edited separately under Email templates.

Reply-To Email

The address students reach when they reply to any automatic email. Leave it blank and replies go to JoinCPR's no-reply sending address, where nobody reads them, so set this to your inbox.

Training request notifications

Where the New Training Request email goes when a company fills in your portal's group training form. Leave blank to notify every administrator, or enter one address such as a sales inbox. See Group training requests.

Email Notifications

Switches for eight email types, all on by default:

Switch Sent when
Registration Confirmation A student registers or staff add them to a class
Registration Cancelled You cancel a whole class with notifications on
Class Reminder Before a class, per the Timing card
Class Completed A student is marked complete on a roster. Includes the certificate details.
Certification Issued A certificate is issued manually or reissued. Also used on Mark Complete when Class Completed is switched off.
Certification Expiring Before a certificate expires, per the Timing card
Payment Receipt A later payment is recorded or a receipt is resent
Welcome Email A student creates an account, on the portal or by ticking "Create an account" at checkout

Types without a switch are always sent: Registration Transfer, Class Rescheduled, Refund Processed, both Instructor Credential Expiring emails, Client Portal Invitation, the three waitlist emails and the three training request emails.

Warning

Turning a type off suppresses every send of it, including Resend Confirmation and Resend Receipt from the roster.

Post-Class Follow Up

Off by default. Turn on Send post-class follow up email to students and choose Send after: 1, 3, 6 or 12 hours, or 1, 2, 3 or 7 days after the class ends. Confirmed and Completed students receive the Post-Class Follow Up email, once per class. The Send Follow Up button on a class page sends the same email manually and also counts as sent.

SMS Notifications

Turn on SMS class reminders and choose Send reminder: 2, 4, 6, 12, 24, 48 or 72 hours before. See SMS reminders for the message and opt-in rules.

Timing

  • Class Reminder … days before class (1 to 14, default 1). The reminder email goes to Confirmed and Pending students once per class, about that many days before the start time. Rescheduling a class resets it so students are reminded again.
  • Certification Expiry Reminder Days: comma-separated days before expiry, default "30, 7". One email per interval.
  • Include renewal link: adds the Find a Renewal Class button to expiry reminders.

Staff notifications

There are no staff notification preferences. Administrators are emailed automatically about instructor credentials expiring and about billing; nothing else is emailed to staff.

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