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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
If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier. We'd love to hear how you use this new capability. Drop a line and let us know!
The next time you're exploring the Member App, you'll notice a few changes including a smoother login flow, new bottom navigation, user experience enhancements, and a simplified group switcher. Check it out and let us know what you think!
