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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!
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
An awesome new AI enhancement has been added to JourneyCARE accounts which will make it even easier for organizations to automate member experience design and administrative tasks. Simply type in natural language what you are trying to build and the platform will attempt to create that automation for you. As an example, you could ask the AI to create a sequence of emails that triggers when a tag is added and spaces the emails a week apart. You could also specify what you'd like the emails to be about. In just a few moments, the entire workflow is generated, including draft text for the emails NOTE: The content of *anything* that the AI writes in JourneyCARE will be much stronger if you go into Marketing --> Brand Board --> Brand Voice and answer the questions there. It allows the AI to know more about your organization, audience, and communication preferences so that the messages that it writes for you are more on-target with what will work for you.
