Set frequency for certificate expiry reminders (emails)

Modified on: Fri, 10 Jan, 2025 at 6:42 AM

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:

  1. Access Your Account Settings:

    • Log in to your account.

    • Navigate to the Certificates section under membership 

  2. 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 selected






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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