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Clone certificates with just a couple of clicks
March 10, 2025
If you use the Certificates feature for your continuing education, you'll be excited to know that you can now easily clone certificates so you never have to start from a blank page again!
How to access the new feature:
- Navigate to Memberships > Certificates.
- Click on the three-dots (⋮) and select Clone.
- Edit the Template Name and choose which account you want to duplicate into (typically you'll just have one option, but if you have multiple accounts, this allows you to easily duplicate into all of your accounts).
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
