Create Training Reminder – PSAT (Setup)

QuestionHow do I create a Training Reminder?

Answer:

  1. Navigate to Training
  2. Depending on the type of assignment you’re editing, select either the Scheduled or Duration tab.
  3. Select the Assignment Name in the table to edit.
  4. Click + Create Reminder
  5. Select a Training Assignment Reminder option from the drop-down list. You can choose not to send a reminder notification, always send the active reminder notification, or select from the list of approved reminder notification emails.
  • If one of the approved reminder notifications is selected, you have the option to click the Preview Template link to view the default template and/or send a test email to a specified email address.
  1. For Scheduled Assignments – In the Send Date (s) box, enter the date(s) after the user is enrolled in the assignment to send out a reminder email.
  • You can schedule to send the same reminder on multiple days by separating the values with a comma. For example, if you want a reminder email sent out on June 15 and June 20 then enter Jun-15-2019, Jun-20-2019.
  • You can add as many reminders as you would like up until the end date.
  • You can have different reminders go out on different days but only one reminder can be active at a time.
  • Reminders that have previously been sent out will be listed at the top
  • Only users who have not completed training will receive the reminder notifications
  1. For Duration Assignments – In the Reminder(s) Sent After box, enter the number of days after the user is enrolled in the assignment to send out a reminder email.
  • You can schedule to send the same reminder on multiple days by separating the values with a comma. For example, if you want a reminder email sent out 3 days after, 5 days after, and 7 days after enrollment, then enter 3, 5, 7
  • You can add up to one reminder for each day for the length of the assignment (the Assignment Due Within days).
  • You can have different reminders go out on different days.
  • Reminders that have previously been sent out will be listed at the top.
  • Only users who have not completed training will receive reminder notifications.

Create Attachment Campaign – PSAT (Setup)