CourseCloud is a great way to invite learners to training if your company is small and does not have a Learning Management System (LMS). If you are unfamiliar with CourseCloud, you can find a more detailed explanation here.
Option one: Invite learners to multiple courses at once
The most efficient way to invite learners to multiple courses is to first add your desired courses to a List. (If you have not created a List before, there is a thorough guide available here.)
Note: If you do not have active licenses for each of the courses you wish to send, you will be unable to invite learners to take them, and will instead see an error message. Each learner will need their own seat license.
Here is an example List:
From your List, select the courses you want to send. You can click the top left box if you want to send the entire List. As soon as at least one course is selected, a “Deliver Courses” button will appear:
Click it to reveal delivery options, then select “No LMS? Invite learners via email”:
In the next screen, you can enter one email address at a time or multiple at once. When inviting learners in bulk, be sure to separate multiple email addresses with commas. (Commas are required, spaces are optional.)
Once you’ve entered the learner addresses you want, click “Add Learners”:
This will queue the addresses below. When you are ready to send out invitations, which will immediately email your learners, click the orange button:
You’ll briefly see a progress bar as your request processes:
Finally, a green confirmation should appear at upper right:
Again, if you do not have active course licenses for each of the learners you’re inviting, you will see an error message.
Option two: Invite learners to one course at a time
After purchasing a course, hover your cursor over the account name in the upper right-hand corner and then select “My Courses” in the drop-down menu that appears. This will take you to your dashboard. Once on the dashboard, make sure your delivery preference is set to “CourseCloud”:
Once the delivery preference is set to “CourseCloud,” the option to “Invite Team” will be visible next to any newly purchased courses:
Once you click that button, you’ll see the option to add learners by entering their names and email addresses. Once you “Add” all of the names you need by using the small button at right, click the orange “Send Invites" button. This will email out the invitations to the course!
If you have a lot of learners to add, you can use the “Paste email list” tab to invite learners in bulk:
Simply enter one email address per line in the following format:
"Full Name" <email@example.com>
Once all the learners are added to your list, click “Send Invites” and the invitations will be sent.
But be careful! Quotation marks with rich formatting (curved "smart quotes") will cause CourseCloud to format learners incorrectly. Make sure to always use clear formatting (uncurved "straight quotes") to prevent this from happening.
Once you send invitations, you can check on your learners' completions—or invite more learners—by clicking the “Manage” button. From the Manage menu you can resend an invitation or disable/remove a learner's access. For the latter, if they have not yet started their course, removing access will reclaim the seat license. (Note that disabling access will not prevent a learner from seeing the invitation email that had already been sent to them.)
As soon as a learner has launched a course, you can check the "Activity Report" tab for a more detailed report.
If you have further questions, our Support team is here to help via email at firstname.lastname@example.org or via live chat and phone. Feel free to reach us at (503) 808-1268, ext. 2.