How to Create an Email Engagement

This documentation will explain how to create an LMS email engagement in LifterLMS.

Step 1. In your WordPress admin, go to Engagements > Emails, then click Add New Email Template

Step 2. Enter a name for your email (for internal use) and fill in the content of your email in the text editor box.

Note that you can click on the Merge Codes button to insert placeholders for values in the text editor field. These merge codes will be replaced with the actual values when the email is sent.

Step 3. Enter a subject for the email along with any other settings you’d like (such as carbon copying someone on the email)

Step 4. Click Publish

Step 5. Next, you will need to add an engagement. Go to Engagements > Add New Engagement

Step 6. Enter an internal title for your engagement. Select a trigger for your engagement such as “Student enrolls in a course.” For the Engagement Type select “Send an email” and then select the email template you just created. You can also select an engagement delay if you don’t want your email sent immediately.

Step 7. Click Publish when you are done.

That’s it! Now your email will send when the engagement trigger happens.

Be sure to read our guide on understanding and fixing email issues in LifterLMS to ensure these emails are received by your students.

The following merge codes are available for LifterLMS engagements:

1. Website Title. The {site_title} merge code allows you to include the website title to your LifterLMS engagements.
2. Website URL. The {site_url} merge code allows you to include the website URL to your LifterLMS engagements.
3. Student Email Address. The {email_address} merge code allows you to include the student email address to your LifterLMS engagements.
4. Student Username. The {user_login} merge code allows you to include the student username to your LifterLMS engagements.
5. Student First Name. The {first_name} merge code allows you to include the student first name to your LifterLMS engagements.
6. Student Last Name. The {last_name} merge code allows you to include the student last name to your LifterLMS engagements.

Other than these merge codes, you can use the [llms-user] shortcode. For example, to include the customer’s billing country information in your engagement emails, you can use [llms-user llms_billing_country] shortcode. Similarly, to include the customer’s phone number in your engagement emails, you can use [llms-user llms_phone] shortcode.