News & Updates
Innovating every single day to help you attract, engage, and serve your members
Quick export issued certificates data
March 13, 2025
Are you issuing Certificates for your education programs or membership? Now you can download your issued certificates as a CSV for quick review of records.
If you need data only for a specific date period, you can specify that before exporting.
If the number of certificates is fewer than 500, the CSV file will be immediately available.
If the export includes more than 500 certificates, you'll receive an email with a link to download the CSV once the export is complete.
CSV download links will remain active for 24 hours.
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
