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Customize certificate expiration reminders
January 16, 2025
Do you offer certifications that expire?
Now there's an easy way to set up expiration reminders without needing to build out an entire workflow.
- Locate the certificate template wherein you want to add expiry option.
- Click 3 dots > Set Expiry and choose a relevant date to modify your preferences.
- For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off.
- Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added.
- The same can be done for all certificates under Issued certificate tab for individual level customization
A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements. To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.
In Portal settings, you'll now find FOURTEEN additional notification emails you can customize for Communities. Be sure to pop over to Portal -> Settings -> Emails to take a look at the list and revise your preferences. Group Membership Status Email New Member Request Declined/Removed by Admin Added to Private Channel General Group Emails New Comment Reply Content Reported Role Changes Group Ownership Changed Subscription/Payment Status Email Additionally, Post and Comment tagging emails now contain a preview of the comment/post.
