Manual Expiry Date Selection for Certificate Templates

May 21, 20251 min read

The memberships section offers teaching flexibility, helping you impart knowledge to a wider audience. But, as we all know, that information can become outdated or need refreshing. And what better way to get students to return than adding a clear expiration date to their certificates?

⭐️Why Is This Feature Beneficial To Your Company?

  • Flexible Expiry: Manually set the expiration date for your templates, ensuring you can manage them efficiently and maintain your timelines at ease.

  • Simplified Settings: No need to check each sent template to ensure the Expiry date is set correctly; this feature lets you manage all that in a single setting. Keeping temporary and permanent certificates under your control.

  • Increased Re-engagement: Easily capture students' attention with the integrated expiry reminders, motivating them to refresh their knowledge with your courses.

⭐️How To Manually Add An Expiry Date?

  1. Start by navigating to the Certificates tab inside the Memberships section and clicking the three-dot icon next to your desired certificate.

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  2. From the option menu, select “Set Expiry.”

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  3. Select the “Set a Date” option to add an expiration or the “Never” option to remove it.

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  4. Fill in the other relevant fields, then click the blue Set expiry button.

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Once saved, your expiry date will be applied every time you use the template. Still, allowing for change before sending, granting even more personalization. Helping you keep students happy while still motivating them to come back!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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