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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
Help your customers get to checkout with fewer clicks. JourneyCARE now lets shoppers add products directly to their cart from Product List pages and Featured Products, making it easier to purchase without opening every product page. Products with a single option can be added instantly, while products with multiple variants offer a simple selection window before being added to the cart. This creates a smoother shopping experience, helping customers browse, choose, and purchase products more efficiently.
Accidentally losing your edits while working on mobile is now much less of a concern. If you try to leave an invoice or estimate before saving your changes, JourneyCARE will prompt you to either save your work or discard your edits before exiting. This added safeguard helps prevent accidental data loss while giving you more confidence when updating payment documents on the go. If nothing has changed, you can still exit without interruption for a smooth editing experience.
