Permissions needed:
Management Console
Email notifications
1. Select Management Console > Email notifications > Automated reminders
2. This shows any existing automated reminder emails, and is where you can add a new automated email:
3. Enter the details:
Name
Appears in the list of scheduled automated reminders. Keep it relatively simple, such as {Company name} reminderDomain
Select the dropdown to choose the staff domainStart including assignments
The default is for assignments to be included on the deadline date. Select the dropdown to choose how many days before or after
Stop including assignments
The default is for assignments not to be included after they've been completed or failed (users won't receive emails until the training is reset). Select the dropdown to choose how many days before or afterCategory
By default, all assignment categories will be included. Select the dropdown to choose a specific categoryEarliest deadline
Emails with assignments will only be sent after this date. Leave blank to not set a dateTemplate
Select an email templateDate
Select when the first email will be sentTime
This follows UK time (BST or GMT, depending on the time of year)Repeat after
Select the frequency in days or months
4. Select the Add automated email button. The email now appears in the list of automated reminder emails. Select the Preview button to check the email
To delete emails, tick the box next to the email or tick the box in the column headers to select all. This is permanent; deleted emails can't be retrieved.
That's how you can set up automated reminder emails. Need different permissions to complete these actions? Please get in touch with your Customer Success Manager: [email protected]