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

 

An automatic follow-up message can be sent to all learners who have not been active on the session of your program.

A reminder will be sent when the learner's inactivity period on the session exceeds 2 days, and another one when it exceeds 7 days. Please note that there will be no more reminder after these two.

To do so:

  • 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)
  • Advances options
  • Click on Send automated reminders

 

 

 

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:

Google_Chrome_2017-10-27_14_08_20.png

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.

Screen_Shot_2017-08-08_at_22.39.40.png

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:

 Google_Chrome_2017-10-27_14_11_53.png

 

5 – Follow-up with program invitations

 

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

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

To send reminder emails to your learners, hover over My workspace > Users. Select Pending Invitations > Sent on the menu on the left. Click on Send a reminder.

You can also send an individual reminder by clicking on the arrow icon.

 

 

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