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Choose email template for certificates sent manually
April 18, 2025
You can now select a custom email template when sending manual certificates through JourneyCARE, giving you greater control over how your communication looks and feels.
How to Use
- Choose your preferred email template during the manual certificate sending process.
- Customize the email subject for added personalization.
If no template is selected, the system will automatically use your default template set in the Client Portal settings.
This update brings more flexibility and personalization to how you deliver certificates to your members!
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
