.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
Built-in email notifications
The HoopAI platform includes a set of default membership email notifications that can be enabled or disabled per sub-account. These are configured in Memberships and Communities > Courses > Settings > Email Settings.| Notification | Trigger | Default behavior |
|---|---|---|
| Welcome message | Member first gains access to the portal | Sent automatically |
| Drip content unlocked | A scheduled lesson or module becomes available | Sent automatically when enabled |
| Offer access email | Member is granted access to a specific offer | Sent automatically |
| New comments in courses | A new comment is left on a lesson the member is enrolled in | Optional; disabled by default |
| New course materials | New lessons are added to an enrolled course | Optional |
Customizing the welcome email
The default welcome email is functional but generic. To replace it with a branded template:Create a welcome email template
Navigate to Marketing > Emails and build a new email template. Include your logo, a warm welcome message, and a login link using the custom value Login Url (Magic Link) under the Membership Contacts custom value group. This value generates a one-click sign-in link personalized for each member.
Open email settings
Go to Memberships and Communities > Courses > Settings and click the Email Settings tab.
Drip content unlock notifications
When a drip-scheduled lesson or module unlocks, you can notify members automatically. Two approaches are available:Built-in drip notification
Enable New Course Materials Unlocked in the Email Settings tab. When content unlocks, the platform sends a standard system email to the member notifying them that new content is ready.Custom automation drip notification
For a branded, personalized experience:Set the trigger
Select Drip Content Unlocked as the trigger. Choose the specific course and module or lesson to monitor.
Add a Send Email action
Add a Send Email action using your branded email template. In the email body, include:
- The name of the unlocked module
- A direct login link using the Course Login URL custom value
- A short description of what the member will learn in the new content
Lesson completion notifications
You can send a follow-up message each time a member completes a lesson — useful for reinforcing key takeaways or directing them to a related resource. Trigger: Lesson Completed Useful actions to pair with this trigger:- Send an email with a summary, reflection prompt, or bonus resource
- Add a tag to track completion in the CRM
- Send an SMS reminder if the member has not started the next lesson within 48 hours
Course completion notifications
When a member finishes all lessons in a course, use a Course Completed trigger to:- Send a congratulations email
- Issue a certificate using the Grant Certificate action
- Unlock a bonus course or community using Grant Membership Access
- Post a notification in a Slack channel (via a webhook action)
In-app notifications
Beyond email, the HoopAI member portal also supports in-app notifications. Members who are logged into the portal can receive browser notifications for:- New comments on lessons they have participated in
- New content unlocking in their enrolled courses
- Community posts and replies (if enabled in community settings)
SMS notifications for course events
Combine email notifications with SMS for time-sensitive reminders:- Send an SMS when a drip module unlocks, encouraging immediate action
- Send a reminder SMS to members who enrolled more than 7 days ago but have 0% completion
- Send an SMS when a live event is 24 hours away (see Live Events)
Using custom values in notification emails
Personalize every notification with dynamic merge fields:| Custom value | What it inserts |
|---|---|
{{contact.first_name}} | The member’s first name |
{{membership.login_url}} | A one-click login link to the portal |
{{course.name}} | The name of the course |
{{lesson.name}} | The name of the specific lesson |
{{certificate.link}} | A direct link to the member’s issued certificate |
Frequently asked questions
Can I turn off the default welcome email and rely entirely on my own automation?
Can I turn off the default welcome email and rely entirely on my own automation?
Yes. In Courses > Settings > Email Settings, disable Send Welcome Message. Then build your own automation using the Membership Access Granted trigger with a Send Email action pointing to your branded template. This gives you full control over timing, content, and design.
Can I send a notification to myself (or a team member) when someone enrolls?
Can I send a notification to myself (or a team member) when someone enrolls?
Yes. In your enrollment automation, add an internal notification action — either Send Email to a team email address, a Send SMS to a team phone number, or a Slack Notification via webhook. This keeps your team informed of new enrollments in real time.
Can I send a re-engagement email to members who have not logged in recently?
Can I send a re-engagement email to members who have not logged in recently?
Yes. Use a Wait step followed by a filter condition that checks the contact’s last login date or lesson completion progress. If the condition is not met within your wait period, branch to a Send Email re-engagement action reminding them to return. Tag the contact as “inactive” to track re-engagement campaigns.
What is the difference between the built-in email notification and an automation-based notification?
What is the difference between the built-in email notification and an automation-based notification?
Built-in notifications use the platform’s default email template and are sent automatically without any workflow setup. Automation-based notifications use your own branded templates, allow you to set delays, add conditions, include dynamic content, and chain multiple actions together. For a professional member experience, automation-based notifications are recommended.
Can I notify a member when a new lesson is added to a course they are already enrolled in?
Can I notify a member when a new lesson is added to a course they are already enrolled in?
Yes. Enable New Course Materials in the Email Settings tab to use the built-in notification. Alternatively, build an automation that triggers when a new lesson is published in a specific course, then send a Send Email action to all enrolled members using a contact list filter.