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Communications let your organization prepare message templates to communicate with users in various situations. You can customize training invitations, assignment reminders, and the password reset email. This section on notifications will guide you through the following message templates.


You can manually send a password reset email to a user (learner or admin), which will let them click in and reset their password. You might want this when:

  • Someone forgets their password
  • Someone needs help accessing their course
  • Someone could use an extra course reminder outside the usual schedule

Send a Password Reset

    1. Find Users in the sidebar, and then select Manage Users.
    2. Locate the learner you are looking for either by scrolling through your list or by entering a name in the “Search Users” search field located at the top right of the page.
Note: When using the search bar field you don’t need to click Enter after typing a user’s name. Their name will automatically appear after you finish typing.
  1. When you have found the learner in question, click on their name.  This takes you to the user’s detail page.
  2. Click on the Reset Password button at the top of the page.
  3. A confirmation message will tell you, “Password reset instructions will be emailed to this user.” It pops up temporarily in green.
  4. Your learner will receive an email with a link to reset their password.  Once they click on this link and create a new password, they will automatically be logged in and taken to their Learner Dashboard where they can view any courses they have assigned.

Creating reminders that regularly remind your users that they have courses to complete is a very important part of managing your account. This tool will have a high impact on your completion rates. Below are step by step instructions on how to create an Auto Eminder:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Notifications > Auto Eminder
  3. Click the ‘Create New Email’ button
  1. STEP 1:  Eminder Name – Type a name for your Eminder here
  2. Click ‘Step 2’
  3. STEP 2:   Create Schedule – Choose the schedule that you want you Eminders to go out. This is also where you choose who they will go to by position and how you turn the Eminders on or off. Be sure that you set at least one schedule to ‘On’, otherwise you will need to come back in and set them to ‘On’ when you are ready for the Eminders to begin sending out.
  4. Click ‘Step 3’
  5. This will open the ‘STEP 3:  Identify Contact & Sender’ tool, where you can customize the email that will go out to your attendees. Be sure to verify and enter all necessary info.
  6. Click ‘Preview Email’ to see what your email will look like before sending
  7. Click ‘Create Email’ to confirm and save the Eminder.

Sometimes there is a need to send out a manual Eminder that is off cycle to your auto Eminders. Below are step by step instructions on how to create an Manual Eminder:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Notifications > Manual Eminder

Creating Manual Eminders for multiple attendees:

  1. Use the drop down or search function to select the options and date range that best fit your needs.
  2. Click ‘Step 2’
  3. STEP 2: select attendees to send Eminder – Choose the attendees that you want to send your Eminder to.
  4. You can click the top green check mark to check or uncheck all names in the list at once
  1. You can choose to change all, or move down the list to uncheck any that you do not want included.
  2. Click ‘Step 3’
  3. This will open the ‘STEP 3:  Identify Contact & Sender’ tool, where you can customize the email that will go out to your attendees. Be sure to verify and enter all necessary info.
  4. Click ‘Preview Email’ to see what your email will look like before sending
  5. Click ‘Create Email’ to confirm and save the Eminder.

Creating Manual Eminders for an individual attendee:

  1. Use the drop down or search function to select the user that you want. When searching, it is best to search by last name, type all or part of the name and click go. You will then need to choose the correct user from the filtered dropdown.

        

  1. Select the date range that you want to view from for this user
  2. Click ‘Step 2’
  3. STEP 2: select courses to send Eminder – Choose the course(s) that you want to send your Eminder for.
  4. You can click the top green check mark to check or uncheck all names in the list at once
  1. You can choose to change all, or move down the list to uncheck any that you do not want included.
  2. Click ‘Step 3’
  3. This will open the ‘STEP 3:  Identify Contact & Sender’ tool, where you can customize the email that will go out to your attendee. Be sure to verify and enter all necessary info.
  4. Click ‘Preview Email’ to see what your email will look like before sending
  5. Click ‘Create Email’ to confirm and save the Eminder.

You have the ability to have a course completion notice sent to your users each time that they successfully complete a course. Below are step by step instructions on how to turn on the Course Completion Notice:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Notifications > Course Completion Notice
  3. Click the ‘Create New Email’ button
  4. STEP 1:  Eminder Name – Type a name for your Eminder here
  5. Click ‘Step 2’
  6. This will open the ‘STEP 2:  Identify Contact & Sender’ tool, where you can customize the email that will go out to your attendees when they complete a course.
  7. Click ‘Preview Email’ to see what your email will look like when it goes out.
  8. Click ‘Create New Email’ to confirm and save the Eminder.

Send an Individual Course Invitation or Reminder

  1. Click the USERS  icon in the global navigation on the left.
  2. Click Manage Users.
  3. Enter a complete or partial name or a complete unique ID into the search field.
  4. Start typing a complete or partial name or a complete unique ID into the search field, the user list should automatically filter.
  5. Click the user you’d like to view to access the User Detail page.
  6. Click the Actions button to the right of the appropriate course and select Send Notification.
  7. Select the notification type, and specific notification you’d like to send from the dropdown menu.
  8. Click the Send Now button.

Create a new Course Invite Template

  1. Click the NOTIFICATIONS  icon in the global navigation on the left.
  2. Select the INVITATIONS link.
  3. In the INVITATIONS page, click on the +Create New Invite button.
    1. Use the Ready/Draft radio buttons to select whether the template is available to use. Selecting Draft will allow you to save a template without the risk that it will be sent to users. Selecting Ready will make the notification available for use in the Course Assignment and Add User(s) tools.
    2. Fill in all the required fields.
    3. Click the Save Notification button.
  4. Fill in all the required fields.
  5. Click the Save Notification button.

Delete a Course Invite

Note: Only course invites that are not scheduled can be deleted.
  1. Click on the NOTIFICATIONS  icon in the global navigation on the left.
  2. Select the INVITATIONS link.
  3. In the INVITATIONS page, click on the Edit Invite button.
  4. Click the Delete Invite button at the bottom right of the page.

Schedule a Course Invite

Course invites can be scheduled for a future date at the time of adding users (see How do I add multiple users), or assigning a course to users (see How do I Assign a course to multiple users).