How to notify partners when certifications expire?
Notifying partners when certification expires is important, ensuring they are always kept up-to-date.
Notify partners when certification expires
Before you can notify partners about certification, you need to create a certification.
Once that has been done, follow these simple steps:
- Go to the specific certification
- Click on Edit in the About this certification section
- Define a Validity period, such as 12 months
- Select the template that will be used when reminding you and your partner about the expiration of the certification
- Include the days when you would like to send the reminder
- Select a template to be sent on the day of the certification expiration
For instance, with one-year certification, you can include an email template that will be sent when the certification expires. You can choose to send another email template 31 days before the certification expires.
