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Invite learners to your course

Step by step guide to invite your students to your course.

Filippo Schiano di Pepe avatar
Written by Filippo Schiano di Pepe
Updated over 2 weeks ago

Hello and welcome to our step-by-step guide inviting learners to your courses on Teachfloor.

Ways you can invite learners to your courses.

Teachfloor gives you multiple ways to invite learners and enroll them into a course.
Each method is designed for a different use caseβ€”from small private cohorts to fully automated enrollment flows.

How Enrollment Works in Teachfloor (The Mental Model)

Teachfloor supports two distinct invitation levels:

  1. Organization-level β†’ gives access to your academy

  2. Course-level β†’ enrolls learners into a specific course

Both are valid and complementary.
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They serve different purposes depending on how your learning programs are structured.

There are 6 ways to invite learners to a course:

  1. Invite from Organization

  2. Manual Invite

  3. Upload CSV

  4. Registration Link (Course Landing Page)

  5. Zapier Integration

  6. API Integration

πŸ“Œ Important note
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All email invitations expire after 30 days.
If an invite is not used within this period, it must be revoked and sent again.

Invite from Organization (Recommended for Internal Academies)

This method allows you to enroll learners who are already part of your organization into a course.

When to use it

  • Internal academies

  • Recurring cohorts

  • Re-enrolling existing learners

How it works

  1. Open the course

  2. Go to Members β†’ Learners

  3. Click Invite Participants

  4. Select learners from the Organization Learners list

  5. Confirm enrollment

πŸ“Œ No invitation email is required if learners already belong to the organization.


Inviting Learners Directly to a Course (Course-Level)

Course-level invitations combine invitation and enrollment in one step.

As soon as learners complete the invite (or register via link), they are:

  • added to the organization (if needed)

  • immediately enrolled in the course

  • ready to start learning

This is ideal when access should be direct, immediate, and scoped to one course.

Where to invite learners from a course

  1. Open the course

  2. Go to Members β†’ Learners

  3. Click Invite Participants

From here, Teachfloor offers four different course-level enrollment methods.

1. Inviting learners manually

To invite students manually, you will have to follow the following steps:

Step #1: Go to the "Members" page of the course on Teachfloor to invite learners.

Step #2: Click on the "Invite Participants" button. When clicking on Invite participants, Select "Manual Invite"

(See screenshot below)
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Invite students

Step #3: Once clicked, it will be possible to insert name, email, and eventual discount amount in percentage.

(See screenshot below)

2. Upload CSV

Step #1: Go to the "Members" page of the course on Teachfloor to invite learners.

Step #2: Click on the "Invite Participants" button. When clicking on invite participants, Select "Upload CSV"

(See screenshot below)
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Invite students

Step #3: Upload the CSV file, map it with the columns, and do its confirmation. With this option, you can upload a list of students to be uploaded. The required fields are Name and Email. It's possible also to add a discount column. Please set a number from 0 to 100, which represents the percentage.

(See screenshot below)

3. Bulk Invite

Admins can invite multiple learners who are already registered within the organization to any published course in just one action.

Step #1: Navigate to the Learners page or the Members tab in a specific course.


​(See screenshot below)
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Invite students

Step #2: Click on Bulk Invite.
​

(See screenshot below)
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Step #3: Select the learners you want to invite.

Step #4: Choose the course(s) for enrollment.

Step #5: Confirm the invitation.

4. Invite Existing Organization Learners (Bulk Select)

Enroll learners who are already part of your organization into the course.

Teachfloor opens a popup with all organization learners, allowing bulk selection.

When to use it

  • Assigning learners to new cohorts

  • Reusing the same learners across courses

  • Internal training programs

How it works

  1. Click Invite Participants

  2. Choose Invite from Organization

  3. Select one or more learners

  4. Confirm enrollment

No email invitation is required if learners already belong to the organization.

4. Registration Link / Course Landing Page

Let learners enroll themselves via a registration page.

When to use it

  • Open enrollment courses

  • Marketing campaigns

  • Paid courses or funnels

How it works

  1. Go to Course Settings

  2. Enable the Course Registration Page

  3. Copy and share the link

Registration modes

  • Open β†’ anyone can register

  • Approval required β†’ manual approval

  • Closed β†’ invite-only

Learners who register are automatically enrolled in the course.

Advanced Enrollment Options

Zapiers

You can use Zapier to automate this process by connecting Zapier to your Teachfloor account and adding a trigger list to your Zapier.

API

You can use API to invite all the learners internally to your course on Teachfloor.

As soon as invites are done, students will receive an email from [email protected] with the subject Invite Notification. Please inform your students to check the spam folder if no email is received in the inbox.

Below is a sample email they will receive. Click Complete Invite and follow the steps that will appear.

Student Invite Notification


If you have additional questions, please get in touch with us. We will be more than happy to help.


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