News & Updates
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Automatic Expiration Dates for Certificate Templates
May 7, 2025
This is an enhancement to the Certificate functionality which allows you to choose a specific date for all issued certificates to expire. Previously, you only had options that were based on a period of time (e.g. one year, one month, etc.)
This allows organizations to accomplish goals like expiring everyone's 2025 membership certificate on 12/31/2025.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
