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Notification Preferences for Courses in the Client Portal

Give client portal owners full control over course-related email alerts. Enable or disable notifications, customize templates, and boost learner engagement.

2 min read429 words4 explained imagesUpdated Mon, 8 Dec, 2025 at 7:43 AM
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  1. What is Notification Preferences for Courses in the Client Portal?
  2. Key Benefits of Notification Preferences for Courses
  3. How to Set Notification Preferences for Courses in the Client Portal
  4. Why This Feature?
  5. Related Articles

We’re thrilled to announce the release of Notification Preferences for Courses in the Client Portal! Expanding on the functionality introduced in previous updates, this feature empowers client portal owners to manage and customise notifications specifically for course-related events, enhancing user engagement and delivering a more tailored communication experience.

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TABLE OF CONTENTS

What is Notification Preferences for Courses in the Client Portal?

With this release, client portal owners can now enable, disable, and customise notifications for course-related events. This feature provides fine-grained control over how users are informed about critical updates, ensuring timely and relevant communication.

Key Benefits of Notification Preferences for Courses

  • Enable/Disable Notifications: Client portal owners can manage notifications for course-specific events, giving users control over which updates they receive.

  • Customisable Email Templates: Tailor email notifications for course-related events using the Email Builder to create user-specific, engaging, and actionable communications.

  • Centralised Notification Management: The Client Portal now serves as a unified hub for managing notifications across all child apps, simplifying access and increasing adoption by offering an all-in-one solution for notification preferences.

How to Set Notification Preferences for Courses in the Client Portal

  1. Login to your sub-account.

  2. Got to Sites > Client Portal > Settings.

    Step 2 of 7: Got to Sites > Client Portal > Settings What this shows Step 2 of 7: Got to Sites > Client Portal > Settings. What this shows Shows what this covers for step 2 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". This screenshot accompanies step 2 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". At this point in the walkthrough you got to Sites > Client Portal > Settings. The navigation path used here is Sites > Client Portal > Settings. The next step is to or Memberships > Client Portal > Settings. Step 2 of 7Path: Sites > Client Portal > SettingsImage 1 of 4 What this coversGot to Sites > Client Portal > Settings.
    Buttons and menus referenced SitesClient PortalSettings.MembershipsEmail SettingsCourses.Check BoxesEnable/DisableEye IconDefault Template
    Next stepor Memberships > Client Portal > Settings.
    All 7 steps in this procedure
    1. Login to your sub-account.
    2. Got to Sites > Client Portal > Settings. this image
    3. or Memberships > Client Portal > Settings.
    4. Go to Email Settings > Courses.
    5. Use the Check Boxes to Enable/Disable different types of email notifications for courses.
    6. Click on the Eye Icon to preview the selected Email Template
    7. Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates

  3. or Memberships > Client Portal > Settings.

    Step 3 of 7: or Memberships > Client Portal > Settings What this shows Step 3 of 7: or Memberships > Client Portal > Settings. What this shows Shows what this covers for step 3 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". This screenshot accompanies step 3 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". At this point in the walkthrough you or Memberships > Client Portal > Settings. The navigation path used here is Memberships > Client Portal > Settings. The next step is to go to Email Settings > Courses. Step 3 of 7Path: Memberships > Client Portal > SettingsImage 2 of 4 What this coversor Memberships > Client Portal > Settings.
    Buttons and menus referenced MembershipsClient PortalSettings.SitesEmail SettingsCourses.Check BoxesEnable/DisableEye IconDefault Template
    Next stepGo to Email Settings > Courses.
    All 7 steps in this procedure
    1. Login to your sub-account.
    2. Got to Sites > Client Portal > Settings.
    3. or Memberships > Client Portal > Settings. this image
    4. Go to Email Settings > Courses.
    5. Use the Check Boxes to Enable/Disable different types of email notifications for courses.
    6. Click on the Eye Icon to preview the selected Email Template
    7. Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates

  4. Go to Email Settings > Courses.

    Step 4 of 7: Go to Email Settings > Courses What this shows Step 4 of 7: Go to Email Settings > Courses. What this shows Shows where to go for step 4 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". This animation accompanies step 4 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". At this point in the walkthrough you go to Email Settings > Courses. For context, this section explains: Login to your sub-account. Got to Sites > Client Portal > Settings. or Memberships > Client Portal > Settings. Go to Email Settings > Courses. Use the Check Boxes to Enable/Disable different types of email notifications for courses. Click on the Eye Icon to preview the selected Email Template…. The navigation path used here is Email Settings > Courses. The next step is to use the Check Boxes to Enable/Disable different types of email notifications for courses. Step 4 of 7Path: Email Settings > CoursesImage 3 of 4 Where to goGo to Email Settings > Courses.
    Buttons and menus referenced Email SettingsCourses.SitesClient PortalSettings.MembershipsCheck BoxesEnable/DisableEye IconDefault Template
    Next stepUse the Check Boxes to Enable/Disable different types of email notifications for courses.
    All 7 steps in this procedure
    1. Login to your sub-account.
    2. Got to Sites > Client Portal > Settings.
    3. or Memberships > Client Portal > Settings.
    4. Go to Email Settings > Courses. this image
    5. Use the Check Boxes to Enable/Disable different types of email notifications for courses.
    6. Click on the Eye Icon to preview the selected Email Template
    7. Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates

  5. Use the Check Boxes to Enable/Disable different types of email notifications for courses.

  6. Click on the Eye Icon to preview the selected Email Template

  7. Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates 

    Step 7 of 7: Click on the Default Template button to select a new template or edit… What this shows Step 7 of 7: Click on the Default Template button to select a new template or edit the default template. What this shows Shows what to choose for step 7 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". This animation accompanies step 7 of 7 in the "How to Set Notification Preferences for Courses in the Client Portal" section of "Notification Preferences for Courses in the Client Portal". At this point in the walkthrough you click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates. The navigation path used here is Sites > Client Portal > Settings. Step 7 of 7Path: Sites > Client Portal > SettingsImage 4 of 4 What to chooseClick on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates
    Buttons and menus referenced Default TemplateSitesClient PortalSettings.MembershipsEmail SettingsCourses.Check BoxesEnable/DisableEye Icon
    All 7 steps in this procedure
    1. Login to your sub-account.
    2. Got to Sites > Client Portal > Settings.
    3. or Memberships > Client Portal > Settings.
    4. Go to Email Settings > Courses.
    5. Use the Check Boxes to Enable/Disable different types of email notifications for courses.
    6. Click on the Eye Icon to preview the selected Email Template
    7. Click on the Default Template button to select a new template or edit the default template. Checkout our article on - Client Portal - Edit Default Email Templates this image

Why This Feature?

  • Enhanced User Engagement: Tailored notifications for course-related events help users stay informed and engaged, ensuring they never miss important updates or opportunities.

  • Streamlined Communication: By enabling course-specific notification preferences, client portal owners can ensure that users receive timely, relevant information without being overwhelmed by unnecessary messages.

  • Improved User Experience: Customisable email templates provide a personalised experience, making recipients feel valued and increasing their interaction with the platform.

  • Increased Client Portal Adoption:  By centralising the notification management for all child apps within the Client Portal, this feature simplifies workflows and encourages greater adoption of the Client Portal as a comprehensive solution for managing notifications.

Frequently asked questions

What is Notification Preferences for Courses in the Client Portal?
With this release, client portal owners can now enable, disable, and customise notifications for course-related events. This feature provides fine-grained control over how users are informed about critical updates, ensuring timely and relevant communication.
Why This Feature?
Enhanced User Engagement: Tailored notifications for course-related events help users stay informed and engaged, ensuring they never miss important updates or opportunities. Streamlined Communication: By enabling course-specific notification preferences, client portal owners can ensure that users receive timely, relevant information without being overwhelmed by unnecessary messages. Improved User Experience: Customisable email templates provide a personalised experience, making recipients feel valued and increasing their interaction with the platform. Increased Client Portal Adoption: By centralising the notification management for all child apps within the Client Portal, this feature simplifies workflows and encourages greater adoption of the Client Portal as a comprehensive solution for managing notifications.

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