How to Send Training Course Reminders

Overview

Ensuring that end-users complete their training is important, and reminders can help achieve this. Phin's platform provides both automatic and manual ways to send out course reminders.

• ​Automatic Reminders: All training courses automatically send reminders to users who have not completed their training. By default, reminders are sent every 7 days, but this interval can be adjusted at the company level.
• ​Custom Email Domain: By default, reminders are sent from no-reply@phinsecurity.com. If your organization has the Google DMI or Microsoft DMI integration enabled, reminders can be sent from a custom domain.

Bulk Reminders

To send reminders to all users in a course:

1. 1.Click on Training in the left-hand menu, then select Campaigns.
2. 2.On the dashboard, view your Active Training Campaigns and Active Courses.
3. 3.Scroll to Active Courses and hover over the course you want to send a reminder for.
4. 4.Click the blue chat bubble under the management options for the course.
5. 5.Click the Send Course Notification button.
6. 6.Click Remind Users to send a reminder to all users in the course.

Individual Reminders

To send a reminder to a specific user:

1. 1.Click on Training in the left-hand menu.
2. 2.Select Analytics.
3. 3.Choose the course you want to send reminders for.
4. 4.Scroll to the list of users. Next to each user, click the Send Reminder option to immediately send a reminder to that user.

Note: There is no confirmation prompt when clicking "Send Reminder." The reminder is sent immediately.