How reminder rules work
Reminder rules run automatically based on the conditions you set. Once configured, UpKeep Learn handles ongoing follow-up.
Configure reminder rules
Go to Settings → Notifications
Click Add Rule
Choose a rule type:
Upcoming due: Remind learners before a due date
Overdue: Notify learners when training becomes overdue
Escalation: Notify managers after a set overdue period
Set timing: e.g., 7 days before, 3 days after overdue)
Toggle the rule on and click Save
You can run multiple rules simultaneously (e.g., pre-due reminder, day-of reminder, escalation).
Run reminders manually
To trigger reminders immediately:
Go to Reminders
Click Run Reminders Now
This sends notifications to all users who meet your rule conditions.
Send a custom notification
To send a targeted message:
Go to Reminders → Notify Learners
Select recipients: all users, site, department, or individuals
Choose a tone: Friendly, Direct, Escalation, or Praise
Preview the message with real user data
Click Send
View notification history
To review past notifications:
Go to Notifications
Filter by recipient, date, or type
Export results as a CSV if needed