News & Updates

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Clone certificates with just a couple of clicks
March 10, 2025

If you use the Certificates feature for your continuing education, you'll be excited to know that you can now easily clone certificates so you never have to start from a blank page again!


How to access the new feature:


  • Navigate to Memberships > Certificates.
  • Click on the three-dots (⋮) and select Clone.
  • Edit the Template Name and choose which account you want to duplicate into (typically you'll just have one option, but if you have multiple accounts, this allows you to easily duplicate into all of your accounts).
March 17, 2026
ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding.  Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.
March 17, 2026
SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.
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