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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
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.
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.
