Send reminders to learners who are registered in a program

As part of your program monitoring strategy, you have the option to follow-up with your learners.

In this article, you’ll find information on: 

1 - Automatic reminders

2 - Setting up a reminder from the program settings page

3 - Setting up a reminder from the program dashboard

4 - Monitor your reminders

5 - Follow-up with program invitations

 

1 – Automatic reminders

An automatic follow-up message is sent to all learners who haven’t activated their account 7 and 14 days after receiving a program invitation email.

A message is also automatically sent 24 hours before the end of a program to all learners who haven’t yet completed the program.

 

2 – Setting up a reminder from the program settings page

You can set up a manual follow-up message from the program session menu :

  • Go to the Trainings > Programs menu and choose the program
  • Click on the gear icon Capture_d_e_cran_2017-03-29_a__16.18.24.png to access the program settings
  • Select the desired session from the Session box (left-hand side of the screen)
  • Click on Send a reminder

 

In the window that opens, you can select the users you want to send a message to. You can filter your follow-up message by label and platform registration date:

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You have the option of personalizing your follow-up message:

Google_Chrome_2017-10-27_14_08_57.png

 

3 - Setting up a reminder from the program statistics

From the session statistics, you can follow-up with learners based on their progress in the program:

  • Go to the Trainings > Programs menu and choose the program
  • Click on the gear icon Capture_d_e_cran_2017-03-29_a__16.18.24.png to access the program settings
  • Select the desired session from the Session box (left-hand side of the screen)
  • Click on the stats icon Screen_Shot_2017-10-27_at_12.40.36.png

The Course Progress chart shows learner progress for the courses that make up your program.

Click on the bars on the chart to obtain a list of learners based on their progress in the program and follow-up with them.

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In the above illustration, we can see:

  • "Enrolled": 5 learners were invited but didn’t click on the link in the email invitation. They’ll receive an automatic reminder 7 and 14 days following their registration date.
  • "Registered Members": 54 people haven’t started the first course yet
  • "Course #1": 3 people started, but haven’t finished, the first course
  • "Course #2": 1 person has started course 2 but hasn’t finished yet

 

 

4 – Monitor your reminders

You can monitor follow-up messages sent to your learners. Navigate to the program session menu and click on Send a reminder to access your follow-up message history.

The window that opens will allow you to send follow-up messages and consult the number of messages and dates of previous follow-up messages that have been sent to learners:

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5 – Follow-up with program invitations

From the Settings and Users tab, the platform Owner and Administrators can send reminder emails following learner invitation emails.

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This concerns all learners that received an invitation to join the platform by email but haven’t registered or set up their account.

You can send a reminder by clicking on the arrow icon.

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