Send reminders to users

  • Updated

The platform sends automatic reminders to learners registered to a program session.

You can also send manual email reminders to learners or groups of learners, and monitor those reminders.

You can also send reminders to learners on mobile →

Automatic reminders

We send an automatic email reminder 7 days, then 14 days after a users’ invitation, if they still haven’t created their account.

If a user hasn’t finished a program session to which they are registered, we send an automatic email reminder 24 hours before the end of the session.

Enable inactivity reminders on a session

On top of the mandatory automatic reminders above, session instructors and platform administrators can enable optional automatic inactivity reminders in a program session, which are sent 2 days, then 7 days after the learner’s last activity on the program session.

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click PROGRAM SESSIONS.
  3. On the right of the name of a session, click Editchrome_L6UiKAh2JF.png
  4. On the bottom of the section Session general properties, click Advanced options.
  5. Check the box Send automated reminders.

Send manual reminders to learners who haven’t finished a program session

Coaches of groups assigned to a program session, program session instructors and platform administrators can send manual reminders to learners from the settings of a program session.

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click PROGRAM SESSIONS.
  3. On the right of the name of a session, click Editchrome_L6UiKAh2JF.png
  4. On the left, in the section Manage this session, click Send a reminder.
  5. By default, all users who haven’t finished the session are selected. Uncheck those you want to exclude from the reminder, then click CONFIRM on the bottom right.
  6. Enter the message for your reminder, then click OK.

Learners will receive an email notification, with a link to the session.

Send manual reminders to learners about path sessions

Instructors, coaches, group administrators, and platform administrators can send path reminders to learners from the path session results and statistics page.

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click PATHS.
  3. On the right of the name of a path, click Results and statisticschrome_LiXjAaR1uU.png
  4. Under the Sessions section, on the right of the name of a session, click Results and statisticschrome_LiXjAaR1uU.png
  5. On the right of the statistics section, click the bell icon chrome_Gvm8gJ0eRB.png
  6. Select the user(s) that you would like to send a reminder to.
  7. Click NEXT.
  8. Select your preferred method to send the reminder:
    • News Feed: A message will auto-populate with a link to the training, as well as a mention of the selected user(s).
    • Email: You will be given a menu to enter the body of the email.
  9. Click SEND.

Learners will receive an email notification, with a link to the session.

Send manual reminders to learners who reached a specific course

Coaches of groups assigned to a program session, program session instructors and platform administrators can send manual reminders to learners from the settings of a program session.

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click PROGRAM SESSIONS.
  3. Click on a session.
  4. In the section Progress by course, click on the histogram bar of a course.
  5. By default, all users who reached this course are selected. Uncheck those you want to exclude from the reminder, then click CONFIRM on the bottom right.
  6. Enter the message for your reminder, then click OK.

Learners will receive an email notification, with a link to the session.

Send reminders to managees

Managers can send custom reminders to their managees, for each training item to which they are registered or enrolled.

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click MANAGEES.
  3. On the top right, in the list of training items, on the right of the column with the number of learners, click Send reminderchrome_5xaGDoucvR.png
    • The list of training items can change depending on whether you chose Due date or Enrollment date in the filter on the top of the page. See Track statistics of managees for more information.
  4. Select users. 
    • Users are ordered by ascending order of completion rate.
    • You can filter learners by registration date, by clicking Filter on the top right.
  5. On the bottom right, click NEXT.
  6. Click Newsfeed to post a message in the section Messages of a group, or Email to send an email.
  7. Enter the text of your message or email, then click SEND.

Monitor reminders

  1. In the left sidebar of the homepage, click Dashboard.
  2. In the left sidebar, click PROGRAM SESSIONS.
  3. Click on a session.
  4. On the top right of the section Individual results, click SEND A REMINDER.

Under each learner's name, a line indicates how many reminders they've been sent for this program session, and the day and time when the last reminder was sent. You can click on the line to show all reminders for that user.

Send invitation reminders to users who don’t have an account on the platform

Administrators and user administrators can send reminders for group invitation.

Resend an invitation to a single user

  1. In the left sidebar, click on a group.
  2. At the top right, click + → User.
  3. In the left sidebar, click Invitations.
  4. In the table, on the right of the user, click Resend invitationchrome_DwG2WeSytK.png

Resend an invitation to multiple users

  1. In the left sidebar, click on a group.
  2. At the top right, click + → User.
  3. In the left sidebar, click Invitations.
  4. On the top right, click SEND A REMINDER.
  5. Select the users.
    • You can filter learners by registration date, by clicking Filter on the top right.
  6. On the bottom right, click NEXT.
  7. Enter the text of your message, then click SEND.
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