Set frequency for certificate expiry reminders (emails)
Overview: With the latest update, you can now customize the number of days before an expiry date to receive reminder emails. This feature replaces the…
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Overview: With the latest update, you can now customize the number of days before an expiry date to receive reminder emails. This feature replaces the default intervals of 2 and 7 days before expiry, giving you greater control over when you receive important notifications.
Key Benefits:
Customize reminder intervals based on your preferences.
Ensure timely notifications that align with your schedule.
Stay in control of expiry reminders for a better user experience.
How to Set Custom Expiry Reminder Intervals:
Access Your Account Settings:
Log in to your account.
Navigate to the Certificates section under membership
Edit Reminder Preferences for Certificate Templates-
Adding an expiry date to a template would mean that everyone who receives the certificate, it will expire on the same date.
Locate the certificate template wherein you want to add expiry option.
Click 3 dots > Set Expiry and choose a relevant date to modify your preferences.
For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off.
Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added.
The same can be done for all certificates under Issued certificate tab for individual level customisation.
Note: Only certificate expired email will go out on the day of expiry when Immediately is selectedStep 6 of 6: The same can be done for all certificates under Issued certificate tab… What this shows Step 6 of 6: The same can be done for all certificates under Issued certificate tab for individual level customisation. What this shows Shows what this covers for step 6 of 6 in "Set frequency for certificate expiry reminders (emails)". This screenshot accompanies step 6 of 6 in "Set frequency for certificate expiry reminders (emails)". At this point in the walkthrough you the same can be done for all certificates under Issued certificate tab for individual level customisation. Note: Only certificate expired email will go out on the day of expiry when Immediately is selected. This part of the guide covers 1 field, listed below. What this coversThe same can be done for all certificates under Issued certificate tab for individual level customisation. Note: Only certificate expired email will go out on the day of expiry when Immediately is selected Fields in this part of the guide Access Your Account Settings:Buttons and menus referenced Certificates section under membershipAll 6 steps in this procedure
- Adding an expiry date to a template would mean that everyone who receives the certificate, it will expire on the same date.
- Locate the certificate template wherein you want to add expiry option.
- Click 3 dots > Set Expiry and choose a relevant date to modify your preferences.
- For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off.
- Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added.
- The same can be done for all certificates under Issued certificate tab for individual level customisation. Note: Only certificate expired email will go out on the day of expiry when Immediately is selected this image
All 3 steps in this procedure
- Customize reminder intervals based on your preferences.
- Ensure timely notifications that align with your schedule.
- Stay in control of expiry reminders for a better user experience.
Important Note:
All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless manually adjusted by the user.
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