How Do Training Notifications Work?
Our training campaign notifications can be used to notify users, managers, and KnowBe4 console admins of a user's enrollment in or progress on a training campaign. See the charts in the sections below describing what each notification type is meant to do.
Jump to:
What Notifications Are Available?
Automated Notifications
Manual Notifications
Do You Have Training Notifications I Can Use?
What Notifications Are Available?
We have two main categories of notifications:
1) Automated - Notifications set up within your training campaign creation screen when setting up or editing your campaign details.
2) Manual - Notifications that can be sent at any time during your users' enrollment period, from under your Training Campaign's overview/reports page.
Note:
Use caution when selecting a manual training notification template. Ensure the content matches the timing and purpose of the selected notification, as described below.
Automated Notifications
Automated notifications are set up at the time you create a training campaign by clicking the +Add Notification button. Additional notifications can be added at any time after creating the campaign.
For example, if you have users who miss their training deadline and you want to allow them to complete the training after it's due, you can add Past Due notifications to your campaign. See here to learn more about extending training for users who have missed their due date.
Although they can be modified during a campaign, we recommend not modifying automated notifications once the campaign is in progress. We suggest you use manual training notifications instead (see below), as notifications will not work retroactively.
Watch this video to learn more about automatic notifications
Note: Days refer to calendar days, not business days.
| AUTOMATED NOTIFICATIONS | Welcome Email | Remind After Enrollment | Remind Before Due Date | Campaign Completion | Past Due |
| User |
Notifies users of their enrollment in a new training campaign at the start of a training campaign. If the campaign starts prior to the beginning of business hours, the notification will be sent at the start of business hours the day the campaign begins. If the campaign starts after business hours conclude, the notification will be sent the following day at the start of business hours. |
Notifies users who are incomplete with their campaign assignments. It is sent a specified number of days after their enrollment at the start of business hours according to KnowBe4 Account Settings. This notification can be used to remind users to log in to begin or complete their campaign assignments. |
Notifies users who have incomplete training assignments in the campaign. It is sent a specified number of days before their due date at the start of business hours, which is determined by KnowBe4 Account Settings. This notification can be used to remind users to log in to begin or complete their campaign assignments. |
Notifies a user when they have completed their campaign assignments. Completion of training content includes acknowledging any course-attached policies associated with courses in the campaign. |
Notifies users who have incomplete assignments and have missed their due date. It is sent a specified number of days after the due date has passed, at the start of business hours, which is determined by Account Settings. This notification can be used to remind users with past due training assignments to log in and complete their training. |
| User's Manager |
Notifies a user's manager (based on the user's individual profile) of a user's enrollment in a campaign. It is sent at the start of a training campaign. If the campaign starts prior to the beginning of business hours, the notification will be sent at the start of business hours the day the campaign begins. If the campaign starts after business hours conclude, the notification will be sent the following day at the start of business hours. A single notification will be sent containing all enrolled employees whenever possible (If multiple employees are enrolled within 5 minutes of each other, they'll be included together on a notification). |
Notifies an incomplete user's manager (based on the user's individual profile) a specified number of days after their enrollment at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all of the manager's incomplete employees whenever possible (If multiple employees are affected, they'll be included together on a notification). |
Notifies an incomplete user's manager (based on the user's individual profile) a specified number of days before their due date, at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all of the manager's incomplete employees whenever possible (If multiple employees are affected, they'll be included together on a notification). |
Notifies a user's manager (based on the user's individual profile) upon their user's completion of their campaign assignments. Most likely, managers will receive a notification for each user in this case. Keep this in mind if you have a large organization with lots of employees. |
Notifies an incomplete user's manager (based on the user's individual profile) a specified number of days after their due date, at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all of the manager's incomplete employees whenever possible (If multiple employees are affected, they'll be included together on a notification). |
| Account Admins |
Notifies all admins on your KnowBe4 account of a user's enrollment in a campaign. It is sent at the start of a training campaign. If the campaign starts prior to the beginning of business hours, the notification will be sent at the start of business hours the day the campaign begins. If the campaign starts after business hours conclude, the notification will be sent the following day at the start of business hours. A single notification will be sent containing all enrolled users whenever possible (If multiple users are enrolled within 5 minutes of each other, they'll be included together on a notification) |
Notifies all admins on your KnowBe4 account that users are incomplete. It is sent a specified number of days after the users' enrollment date at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all incomplete users whenever possible (If multiple users are affected and have the same enrollment date, they'll be included together on a notification). |
Notifies all admins on your KnowBe4 account that users are incomplete. It is sent a specified number of days before the users' due date at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all incomplete users whenever possible (If multiple users are affected and have the same due date, they'll be included together on a notification). |
Notifies all admins on your KnowBe4 account upon a user's completion of their campaign assignments. Most likely, admins will receive a notification for each user. Keep this in mind if you have a large organization with lots of employees. |
Notifies all admins on your KnowBe4 account that users are incomplete and have missed their due date. It is sent a specified number of days after the users' due date, at the start of business hours according to KnowBe4 Account Settings. A single notification will be sent containing all past due users whenever possible (If multiple users are affected and have the same past due date, they'll be included together on a notification). |
Manual Notifications
Manual notifications can be sent at any time during a user's campaign enrollment period. You can send manual notifications by clicking the training campaign title beneath the Training > Campaigns tab.
Watch this video to learn more about manual notifications
Note: Days refer to calendar days, not business days.
| MANUAL NOTIFICATIONS | Users that have never logged in | Users that have not completed all training assignments | Users that have completed training but not accepted a [course-attached] policy | Users that have fully completed the campaign | Users that have past due assignments |
| User | Notifies each user that has never logged in to KnowBe4. | Notifies each user that has not yet fully completed their campaign assignments. | Notifies each user that has fully completed their training assignments but has not yet accepted or acknowledged course-attached policies associated with those training assignments. | Notifies each user that has fully completed the campaign assignments. | Notifies each user that has past due assignments. |
| User's Manager |
Notifies employees' managers to inform them about their employees who have never logged in for campaign assignments. The manager email setting is based on the employee's KnowBe4 account profile. A single notification will be sent containing all affected employees. |
Notifies employees' managers to inform them about their employees who have not yet completed all of their campaign assignments. The manager email setting is based on the employee's KnowBe4 account profile. A single notification will be sent containing all affected employees. |
Notifies employees' managers to inform them about their employees who completed the training assignments but still need to log in and acknowledge any course-attached policies associated with their training assignments. The manager email setting is based on the employee's KnowBe4 account profile. A single notification will be sent containing all affected employees. |
Notifies employees' managers to inform them about their employees who have fully completed the campaign assignments. The manager email setting is based on the employee's KnowBe4 account profile. A single notification will be sent containing all affected employees. |
Notifies employees' managers to inform them about their employees who have not completed all of their training assignments and have now missed their due date. A single notification will be sent containing all affected employees. |
| Account Admin | Notifies all admins on your KnowBe4 account to inform them about users who have never logged in for campaign assignments.
A single notification will be sent containing all affected users. |
Notifies all admins on your KnowBe4 account to inform them about users who have not completed all of their campaign assignments.
A single notification will be sent containing all affected users. |
Notifies all admins on your KnowBe4 account to inform them about users who completed their training assignments but still need to log in and acknowledge any course-attached policies associated with their training assignments.
A single notification will be sent containing all affected users. |
Notifies all admins on your KnowBe4 account to inform them about users who have fully completed the campaign assignments.
A single notification will be sent containing all affected users. |
Notifies all admins on your KnowBe4 account to inform them about users who have not completed all of their campaign assignments and have now missed their due date. A single notification will be sent containing all affected users. |
Do You Have Training Notifications I Can Use?
We offer many default email templates for you to customize or use as-is, but you can also create your own notification templates from scratch. You can view the built-in templates by navigating to Training > Notification Templates > System Templates.
More details about how to customize training notifications (in addition to phishing templates and landing pages) can be found in this video, or in our weekly feature webinars.
Comments
0 comments
Article is closed for comments.