Send a training reminder to users

The platform sends automatic reminders to learners registered for a path.

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 →

Enable automatic inactivity reminders on a session

Session instructors and platform admins can enable optional automatic inactivity reminders for a path. These reminders are sent if a learner hasn’t logged in to the platform for 2 days, and again if inactivity continues for 7 days.

1. At the top of the homepage, click Paths.
2. On the right of the name of a path, click Edit.
3. In the Build your training section, click Configure settings.
4. Enable Send automated reminders.

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

See section "Track, resend and cancel invitations" in the article Add users →

Send a manual reminder from the path session statistics page

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

1. At the top of the homepage, click Paths.
2. On the right of the name of a path, click Results and statistics.
3. In the right panel, select the desired path session.
4. Scroll down to the Individual data section.
5. At the top right of the table, click Remind.
6. Select the users that you would like to send a reminder to.
7. Click Next.
8. Select the reminder method.
   • News feed will post a message in the section Messages of a group. The message will auto-populate with a link to the training, as well as a mention of the selected users.
   • Email will send an email. Learners will receive an email notification with a link to the session.
9. Click Send.

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

Send a training reminder to a managee

Managers can send custom reminders to their managees for training items in which they are assigned or enrolled.

Send a reminder for sessions ending soon

1. In the left sidebar, click General analytics.
   • If General analytics doesn't appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. At the top, click the Team’s results tab.
3. In the Sessions ending soon section, on the right of a session, click Send reminder.
4. Select users.
   • Users are ordered by ascending order of completion rate.
   • You can click Filter on the top right to further filter by registration date or custom fields.
5. At the bottom right, click Next.
6. Select the reminder method.
   • News feed will post a message in the section Messages of a group. The message will auto-populate with a link to the training, as well as a mention of the selected users.
   • Email will send an email. Learners will receive an email notification with a link to the session.
7. Click Send.

If a path has multiple sessions ending soon, the path is only displayed once, with the closer end date. You can still send a reminder to your managees for all the sessions ending soon on the same path by selecting the path session with the closer end date.

Send a reminder for any training content

1. In the left sidebar, click General analytics.
   • If General analytics doesn't appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. At the top, click the Team’s results tab.
3. In the Results from section, in the Result by: training subsection, on the right of a training item, click Send reminder.
4. Select users.
   • Users are ordered by ascending order of completion rate.
   • The list only includes managees enrolled during the period selected at the top of the Results section (Last 12 months by default, based on enrollment date). Widen the period to include managees enrolled earlier, or send a manual reminder from the path session statistics page instead, which isn't limited by any period.
   • You can click Filter on the top right to further filter by registration date or custom fields.
5. At the bottom right, click Next.
6. Select the reminder method.
   • News feed will post a message in the section Messages of a group. The message will auto-populate with a link to the training, as well as a mention of the selected users.
   • Email will send an email. Learners will receive an email notification with a link to the session.
7. Click Send.

Send reminders from a custom path dashboard

Admins, coaches, editors, contributors, managers, and session instructors can send reminders from the custom path dashboard.

Send a reminder to one or more learners for a specific path

1. In the left sidebar, click General analytics.
   • If General analytics doesn’t appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. At the top, select Custom path dashboards.
3. On the right of the dashboard, click View.
4. Under Results by paths, click on a path.
5. Select the checkbox next to the learners you wish to send the reminder to.
6. Scroll down and click Review and customize reminders.
7. (Optional) In the dialog box, add a custom message.
8. Click Send reminders.

Send bulk reminders to one or more learners for all non-completed paths

1. In the left sidebar, click General analytics.
   • If General analytics doesn’t appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. At the top, select Custom path dashboards.
3. On the right of the dashboard, click View.
4. Under Results by learner, select the checkbox next to the learners you wish to remind.
5. Scroll down and click Review and customize reminders.
6. (Optional) In the dialog box, add a custom message.
7. Click Send reminders.

Send bulk reminders to all learners who haven't completed one or more paths

1. In the left sidebar, click General analytics.
   • If General analytics doesn’t appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. At the top, select Custom path dashboards.
3. On the right of the dashboard, click View.
4. Under Results by paths, select the checkbox next to the paths you wish to send the reminder for.
5. Scroll down and click Review and customize reminders.
6. (Optional) In the dialog box, add a custom message.
7. Click Send reminders.