Set Frequency for Certificate Expiry Reminders

Set Frequency for Certificate Expiry Reminders

January 31, 20251 min read

Depending on the course you’re offering, the certificate you provide might require updates or have limited validity. In such cases, setting expiry dates is essential to re-engage customers effectively. This feature gives you full control over when the expiry date occurs, replacing the default intervals of 2 and 7 days before expiration. Let’s explore how to use it!

⭐️How Will These Changes Benefit You:

  • Reminder Frequency: This gives you control over when expiry reminders occur, creating customizable reminder intervals based on your preferences.

  • Notification Quantity: Manage the total reminders sent, ensuring you don’t become overwhelmed with notifications or miss opportunities by lack thereof.

  • Improved Timing: Ensure timely notifications that align with your schedule, creating more opportunities to reach out and re-engage customers so they continue their learning with you.

⭐️How To Set Frequency for Certificate Expiry Reminders?

  1. Navigate to the Certificates tab inside the memberships section and click the three-dot icon next to your desired template.

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  1. Select Set Expiry.

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  1. Choose a relevant time frame to modify your preferences.

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  1. Once a date is selected, you can enable the reminders you want to send, set the number of days then click Set Expiry to save the changes.

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And that's it, you can manage the notifications you receive for expiring certificates and leverage that information into automated reachouts, opportunities for seminars, and more!

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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