HELP FILE

How do I send follow-up emails to attendees?

After the training, send the online recording and attendee certificate in a follow-up email. If tests or evaluations were added to the training, they will be included in the email.

Follow-up emails can be sent up to 7 days after the training's scheduled end date.
  1. Log in to your account at https://global.gototraining.com.
  2. Click My Trainings in the left menu and select the desired training.
  3. On the Manage Training page, scroll to the Emails section.
  4. Next to "Follow-Up Email", click Edit.
  5. Enable Send Follow-Up Email to Attendees.
  6. Select when you'd like to send the email:
    • 1 hour after scheduled end date.
    • 1 to 7 days after scheduled end date.
  7. If you'd like, include the following:

    • Send me a copy of the Follow-up Email.
    • Add the attendee certificate.
    • Include the online recording.

  8. Enter the email subject and body text in the provided field to customize the email.
  9. Click Save.