Sending Notifications and Reminders with an Automated Campaign

Sending Notifications

Before you can send notifications, you must configure and generate an automated campaign and it must be approved. 

When you are ready to send notifications to managers, click Send Notification.

Depending on the type of campaign, you may need to click the Go Live button before sending notifications.

Specify the report template you want to send to managers, then click Create Notification Email Queue.

A message displays, based on the content of your Dynamic Address Book:

• A warning message displays if you do not have any manager email addresses in your Dynamic Address Book. Go to your Dynamic Address Book and add manager email addresses. You are required to have at least one manager email address in the related Dynamic Address Book. Note that if your Dynamic Address Book has email addresses for some managers and not for others, only managers with email addresses will receive the on-demand notifications.
• A success message displays if you have manager email addresses in your Dynamic Address Book.

When you see the success message, click Confirm and Send Notifications to actually send the emails.

After the Campaign has Started

Sending Reminders

After the end date of the campaign, and before the cutoff date, you can send reminder emails to users who have not yet taken the training.

To send training reminders:

1. Between the end date and cutoff date of the campaign, open the Campaign Manager and locate the campaign.
2. Click the pencil icon  to view edit the campaign. 
3. At the top of the page, click Resend Training Emails.
4. Read the message, then click Queue Training Emails. The system checks for users who have not yet completed training.
5. Read the message and note the number of recipients who will receive the reminder email. To send the emails, click Confirm and Resend Training Email.