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INFIMA Knowledge Base

Training reminders

When a user has a course that has reached its start date and isn’t completed, each reminder send emails them. The email comes in two versions, and each user gets one or the other:

  • Course due — none of the user’s courses is past its due date yet.
  • Course overdue — at least one of the user’s unfinished courses is past its due date. A course counts as overdue from the day after its due date.

Neither version runs on its own timer, and there’s no separate heads-up before a due date. Both go out on the client’s reminder schedule, and on each send the overdue version replaces the due version for anyone who’s behind. See What each send contains.

Both have default content that works for most clients. This page is where you customize either of them — subject, body, sender — for clients who want a different tone, language, or branding.

Tailor Training Reminders editor with tabs for due and overdue

Configure for a client

Section titled “Configure for a client”

Open the client → Tailor → Training, then click Edit on Course Reminders. The editor has two tabs at the top — Course Due Reminder and Course Overdue Reminder — for the two reminder types. Switch between them freely; unsaved edits on one tab persist while you flip to the other.

Fields per reminder

Section titled “Fields per reminder”
  • Subject — the email subject line.
  • From name and From email — who the email looks like it’s from. By default we use the client’s branding (the Whitelabel checkbox below). Uncheck Whitelabel to set custom sender info.
  • Body — rich text editor for the email content. Mobile and desktop previews on the right update as you type.

Template variables

Section titled “Template variables”

Drop these into the subject or body and we substitute the right value at send time:

  • {{.firstName}} — recipient’s first name
  • {{.partnerName}} — your MSP / partner name
  • {{.companyName}} — the client’s company name
  • {{.courseName}} — the course they need to complete
  • {{.courseDueDate}} — when the course is due
  • {{.link}} — direct link to the course
  • {{.brandingLogo}} — branding logo URL (for embedding in your HTML)

The preview pane renders placeholder values so you can see roughly what the user will receive.

Whitelabel

Section titled “Whitelabel”

The Whitelabel checkbox (at the top of the Sender card) is on by default. When on, the From fields are saved blank and at send time we fall back to the client’s branding settings (or your partner default). Uncheck it to set explicit sender info that overrides the cascade.

For some clients the editor notes that their reminders always send from one fixed address. For those clients only the From name changes what users see; a custom From email isn’t used.

You’ll know it worked when

Section titled “You’ll know it worked when”
  • The subject and body on each tab match what you typed.
  • The preview pane (desktop and mobile) renders cleanly with no broken HTML.
  • Send test to me (or the next scheduled send) produces an email that matches the edited content.

Frequently asked

Section titled “Frequently asked”

How do I revert back to the partner default? Click Reset to default on the tab, or clear the field. Empty values inherit your partner default, or our standard invite if you haven’t set one. The grey text in a blank field and the preview show the inherited value, which is exactly what will be sent. Send test to me sends the same thing, with sample values for the variables.

What do the two versions say if I don’t customize them? The same thing. Out of the box, both send our standard invite with the subject “Cyber Security Training - “ followed by the course name, so users can’t tell them apart. Customize Course Overdue Reminder if you want users who are behind to get a firmer message. Anything you leave blank on the overdue version, for the client and partner-wide, falls back to the due version. So customizing only Course Due Reminder changes both emails.

When does each reminder actually fire? Both fire on the same sends. Each time a send runs, every user with an unfinished course that has started gets one email: the overdue version if any of their courses is past its due date, otherwise the due version. Nothing goes out ahead of a due date as a warning. By default sends follow our standard cadence (twice a month), and you can set your own delivery schedule, partner-wide or per client. See Control when training reminders go out.

Which course does the email name? The user’s next course: their highest-priority course that has started and isn’t completed, and among courses of equal priority, the one due soonest. For an overdue user that’s usually the overdue course. If a higher-priority course has also started, the overdue email names that one instead. See Set course priority.

Can I use a different language / locale? Yes. Type the subject and body in whatever language fits the customer. The template variables stay the same regardless of language — they substitute the value, not a label.

Can I customize per-user or per-course? Customization is per-client (with partner-default cascade). Per-user / per-course reminders aren’t supported today.

Where do I configure the partner default these clients cascade from? Settings → Training Reminders in the partner menu. Same editor, same variables — set there once and every client without a custom override picks it up. See Partner-level settings for the rest of the Settings surface.

Section titled “Related”