Send Reminders

While viewing your report, you may notice some users have not completed courses, tests, and Pitch IQs. Well in our New Reporting feature, it is now easier than ever to remind users to complete required courses, without leaving your report. You now can send reminders to Learners to complete their courses directly from the Reporting page.


To send reminders:


  1. Select one of the following report types: Course, Course & Group, or Course & User.
  2. Select the group or user you would like to remind by clicking on that row.
  3. A menu will appear in the top right corner.


  1.  Click Screen_Shot_2017-05-16_at_15.00.52.pngthe  icon.  The email template will appear.


  1. Edit the reminder email to your liking. Note: information within the “< >” will be auto-populated with data and should not be edited.
  2. Click Screen_Shot_2017-05-16_at_15.07.21.png and your reminder will be sent to users who have not completed the course.

If you have any additional questions, please email or contact your Client Strategist.


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