Delay automatic enrollment

完了

Corbett Enders

2017年09月11日 14:13

We set up new hires in our organization sometimes a week or two before their start date.  With the AD Sync tool, these users are quickly getting synced over to KnowBe4 and then subsequently being added to our primary training course well before they start employment.  As a result of "Automatically enroll users that are added to the above groups in the future", their allowable time to complete training is often reduced.

So, exploring some options:

1) change the sync tool from 6 hrs to weekly to slow down the account creation

2) extend the allowed duration of the campaign

3) add an option alongside "automatically enroll" to delay enrollment by x number of days/weeks

 

I've done option 2 for now, but option 3 would be ideal because then their welcome email would come in more timely instead of being at the bottom of their inbox.

 

Any other suggestions?

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  Lauren Ashley 2017年09月13日 21:16

  Hi Corbett,

  Thank you for your input on this scenario.  You seemed to have figured out the current options for this situation (i.e., extending the allowed duration and slowing down the AD sync frequency). You could also set up the 'welcome' or initial training notification to go out a specified number of days after the user is enrolled in the campaign instead of on enrollment day.  This would assist in the issue of the welcome email being at the bottom of your new users' inbox.

  However I have submitted a feature request to our Development Team on your behalf regarding the ability to specify a number of days/weeks to delay the auto-enrollment.  We base a lot of our development on customer feedback so we do appreciate your input.

  If you have any questions or other ideas to share, feel free to respond.

  Thanks again!

  Lauren
  KnowBe4

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  Corbett Enders 2017年09月14日 20:21

  Hi Lauren, thanks for that.  As per your suggestion, I've deleted the "welcome" notification I had set up and changed it to a "reminder" notification (still sending the initial welcome email template) 7 days after enrolment. I believe that is how I achieve a similar effect.

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  Lauren Ashley 2017年09月18日 15:03

  Hi Corbett,

  Thanks for the update, and yes, what you did by using a "reminder" notification with the initial "welcome" email template is exactly what I was suggesting.  I am happy to hear you were able to manipulate the training notifications to better cater to your users and their on-boarding processes.

  If you need any other assistance please let us know!

  Thanks!

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