Email Reminders
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      3. Email Reminders

      Email Notifications Types and Reminders Customization

      Here you will find how to send reminders to users, how to customize automatic reminders, and how

      Email Notifications Types

      There are different email notifications for admins and users:

      1. admins get their notification to register their Admin profile;
      2. users get an email notification once a task has been assigned (can be customized by admin);
      3. automatic weekly reminder on Wednesday if a user didn't complete a task (can be customized by admin);
      4. manual reminders about outstanding tasks that can be resent to the users by the admin. 

      If you noticed that some of the users do not get email notifications, please report this to our Support.

      Advice your team to check their inbox and spam folder.

      Reminders Customization

      The Admin can customize the reminders in different cases:

      • adding new users;
      • weekly reminders;
      • assigning a new task;
      • sending manual reminders.

      Please check our article Wizer Introduction Email as a reference for notifying your team about future training.

      Adding New Users

      Admin can choose to send or not send the notification to newly added users.
      1. Add new user(s).
      2. Mark "Send notifications" or uncheck it if you want. If you choose not to send the email notification, users will not know about the task assigned till they get automated or manual reminders.
      3. The assigned tasks will appear below the default notification message. Customize the subject and the message if you want. 
      4. Click the "ADD USERS" button. The saved customized message will be applied to future notifications.
      5. New added users will get the notification email.

       

      Weekly Reminders 

      Sent out every Wednesday afternoon EDT (can be configured in Admin Settings => Email Reminders or on this link here)

      The weekly reminders can be customized by following steps:
      1. Click on your name at the top right corner;
      2. Select "Account Settings";
      3. Choose the "Email Reminders" tab;
      4. The weekly reminders option can be turned off or on.
      5. Choose the task type automatic reminders should be sent.
      6. Make changes in the Subject and Message and click the "SAVE MESSAGE" button.
      7. If you want to cancel editing, please click "CANCEL".
      8. You can reset settings to default by clicking the "RESET TO DEFAULT" button.

      Sending Manual Reminders

      Admin can send reminders to specific user(s), or all users, or departments with outstanding tasks.

      1. Go to the Users section.
      2. The users can be previously filtered by Task Status and Role from the filter above or by sorting the list.
      3. Choose All Users in bulk or specific users and select "Actions".
      4. Then choose "Send Reminder".
      5. You will see how many users will get the reminders.
      6. In case some users have no outstanding tasks, there will be a notification about this.
      7. Select the tasks you wish the users will be notified about.
      8. Customize the Subject and Message.
      9. Click "SEND REMINDER".
      10. The reminders will be sent to the users.

       

      Manual reminders can be also sent from the "Departments" page. 

      1. Go to the "Departments" section.
      2. Sort the list by tasks "Not Started".
      3. Choose the departments you want to get the reminders.
      4. Click "SEND REMINDER".
      5. Refer to the steps 5-10 from the instructions above.

       

      Any questions? Please get in touch with our support specialists at support@wizer-training.com.

       Best regards,

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