Sending Trainings

Send trainings instantly or schedule them for later, ensuring your team gets the right content at the right time.

Overview of Sending Trainings

Once your training is created and finalized, you’re ready to deliver it to your team. Herd makes it simple to either send trainings immediately or queue them for release at a future date.

Sending a Training

Step 1: From the Training Library, select the training you’d like to distribute.

Step 2: Go to the Assignment tab (the Assign view).

Step 3: Choose your audience in the Add people or groups box: individuals, groups, or Everyone unassigned for the entire organization. See Assigning Users to Training for the full composer.

• Under Timing in the Delivery rail, leave Send now selected and click Send to N people. Your training is delivered right away.

• Queue Trainings — Instead of sending all assigned trainings at once, choose After current trainings so each person receives this training only once they finish the ones they already have.

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How trainings reach users (delivery channels)

Herd delivers trainings where each user actually works:

• Slack or Teams — the default for connected users. The training runs directly in a DM thread: each step lands in the thread, and learners can reply there with questions (see Questions Mid-Training). In Slack, a step that waits for a typed reply opens the thread with a short note explaining that the rest of the steps land there.

• Browser link — instead of training entirely in chat, the user gets a link and completes the training in a web player.

• Email link — for users without Slack or Teams (or when you prefer email), Herd emails the training link. Anyone with no Slack or Teams account but an email address gets the emailed link automatically, even when email delivery is off for your organization.

Where to configure it:

• Org-wide email default — in the Training settings drawer (gear on the Trainings page), the Email delivery for trainings tile sends training links via email instead of Slack/Teams.

• Per-user overrides — on a user's detail page (Slack or Teams tab): Browser Based Trainings switches that user to browser-link delivery, and Email Based Trainings can be set to Use org default, On, or Off. Per-user overrides take precedence over the org default.

Web-only users receive their reminders as emailed links too. When a user finishes in the browser, they see their score and can download their completion award when one was issued.