LearnDash Email Insights

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LearnDash Email Insights

Introduction

Overview

The LearnDash Email Insights plugin is a powerful add-on designed to extend the reporting capabilities of the LearnDash LMS platform. This plugin allows administrators to automate the generation and distribution of various types of reports, including course progress, group progress, quiz results, and more. With the ability to schedule reports and send them to specific users, groups, or custom email lists, this plugin enhances the efficiency of managing and sharing vital learning data.

Installation Instructions

To get started with the LearnDash Advanced Toolkit, follow these steps:

  1. Download the plugin from My Account > Downloads.
  2. Upload and activate the plugin via your WordPress dashboard.
  3. Navigate to the LearnDash Email Insights to configure it as per your requirements.

Getting Started

Setting Up License Keys

To access premium features and receive updates, enter your license key in the plugin settings. Here’s how:

  1. Navigate to LearnDash Email Insights.
  2. Locate the “License”  sub-menu in Report menu.
  3. Enter your “Email” and “License Key”.
  4. Click the “Activate” button.

Schedule Report

Info

This plugin provide a custom post type or a sub-menu Schedule Report you can navigate in your admin menu from here you can schedule multiple email report according to setted configuration.

Configure a New Schedule Report

To schedule a new report create a new post in schedule reports and configure its settings according to your requirements

  1. Enable the report if you want this post to execute Schedule Report
  2. Select a report type that you want to create there are four pre defined reports as default Course Progress Report, Group Progress Report, Quiz Progress Report, Quiz Result Report and then there is custom Reports.

Course Progress Report

If you select Course Progress Report a multi select search field will show if you want to create a report of all courses let that field empty if you want to create a report of specific courses select those courses

Its report that will be generated will be like this

Group Progress Report

If user select group progress report a select field will appear with all groups select a group whose progress you want to see

Report generated of this type will look like this

If user select quiz progress or quiz result report a select field appear of all courses select a course whose quiz progress or quiz result report you want to create

Quiz Progress or Quiz Result Report

If you select quiz progress or quiz result report an additional select field will show for only these two option Date range select field you will select a data range of which you want to see progress or result like last week last day or custom date range if custom date range selected two datepicker will appear where you can add custom time period to fetch that time record for other reports this select field will not show

In quiz result report will be generated for only four kind of question single choice, multiple choice and essay 

Report for quiz progress will look like this

Report for quiz result will be like this

  1. Then there is a select field sent to from here you will select to whom you want to send this report through email  if you select all users report will send to all users if select all users of a role and additional select field will appear  from where you will select a specific role only user with that role will receive report then if select specific user a multi select search field will appear from where you can select users who you want to send report if you select Group leaders of specific group  or users of specific group a select field will appear of all group then report will send only leaders or users of that group if select users enrolled in a specific corse the a select field with all courses appear and if custom emails is selected then an input field will appear where you will add emails separated with coma who you want to send email
  1. There are two input field Email subject and Email content the content you enter in email subject will be shown as subject of email and content add in email content will be send in email as additional msg with report
  1. Then there are two field one is date picker and one is time picker if you enter a start date and time then on the selected date and on selected time this post start to send report according to its configuration.
  1. Then there are two fields one is number field and one is select field that will determine the frequency of sending report like if in interval 2 i enter and in unit day is selected then email will send after every 2 days
  1. Then just click on save schedule you configuration will be saved you can repeat this step to create a new schedule by creating a new post.

Test the Report

You can test the report weather it is correct or not by adding an email here and click on send test email then report will be send to that email where you can check the email and report wether it is according to you requirement or not

Custom Report

In schedule report there are some default report like course report group report you can also create your own customized report from custom post type or Sub-menu Custom Report this part is for advanced user or user with developing knowledge

Configure a New Custom Report

You can create as many custom report you want by creating a new post in Custom Report

  1. When you create a new custom report there will be a select field method with two option Custom Code and Database query
  1. If you select custom code a sample code will appear you can follow this sample code and create a filter function and provide an array whose sample is also provided in return and paste that code in function.php file or in code snippet
  1. If you select Database query as option an input field will appear in that input field you enter a database query from which you want to retrieve data and click on update
  1. When you click on update after adding query a code will be generated and provided to you like this you will copy this code and paste it in function.php or code snippet 

I rember add this code at you own risk

  1. If you create a new custom report it will show as option in report select field in schedule Report like this