Certificates – Download certificates from Client Portal and more custom values

By David Holland

March 29, 2024

Introducing certificate preview and download feature in client portal for users to manage and download certificates, fix made for deleted templates visibility issue with issued certificates, additional custom values like user, contact, and right_now for user customization.

Sub Account Custom Reports : Improved Date Property Selection

Significant improvement in report email date selection: users can now use widget-level date settings instead of a global

Sub Account Custom Reports : Improved Date Property Selection

Resend Campaigns Just Got Smarter!

Resend management improved: – **New Features**: Pre-configure resends, better visibility as “Waiting,” adjustable duration, and cancellation options. –

Resend Campaigns Just Got Smarter!

Read-only/Announcement Channel and Notification Enhancements for communities

**TLDR:** New Announcement Channel feature for community admins allows posting critical updates securely. Admins control visibility; regular members

Read-only/Announcement Channel and Notification Enhancements for communities

Ad Manager: Meta Engagement or Click to Direct Ads

– New objective: Engagement added alongside Lead Generation, Website Traffic. – Enhances communication via Facebook Messenger, Instagram Direct,

Ad Manager: Meta Engagement or Click to Direct Ads

Export Issued Certificates data as CSV

**New Feature**: Export issued certificates data as CSV with date range filter. – < 500 certificates: instant download.

Export Issued Certificates data as CSV

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

New Communication feature allows sending audit reports via Email/SMS from Prospecting Tool. Users can select/create contacts, choose templates,

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

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