News & Updates
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Choose email template for certificates sent manually
April 18, 2025
You can now select a custom email template when sending manual certificates through JourneyCARE, giving you greater control over how your communication looks and feels.
How to Use
- Choose your preferred email template during the manual certificate sending process.
- Customize the email subject for added personalization.
If no template is selected, the system will automatically use your default template set in the Client Portal settings.
This update brings more flexibility and personalization to how you deliver certificates to your members!
A client had just mentioned how she wished that she could have additional levels of folders in Email Templates to help keep things organized… and the very next day, that exact feature was released! You’ll now notice that you can have folders AND subfolders for Campaigns, Templates, and Sequences, making it easier to structure everything in a way that actually fits how your team works. This makes a big difference as your content grows. You can group related items, reduce clutter, and quickly find what you need without digging through long lists. It’s especially helpful for teams managing multiple clients or large volumes of campaigns, giving you a more scalable and consistent way to stay organized.
If you use “Drip Mode” in your automations to spread out the number of people who go through the workflow, you’ll now notice more information available to you before you publish. You can see exactly how your schedule will run with a live preview that shows when each batch will be sent and alerts you to any timing conflicts. Behind the scenes, the updates also make drip behavior more predictable. Changes to settings are clearly explained, queued contacts won’t unexpectedly send all at once, and workflows will pause and resume properly without disrupting your pacing. Overall, this gives you much more confidence in how your drip campaigns will perform, without the guesswork.
