New Feature Alert: Sending Manual/Offline Certificates Now Possible

New Feature Alert: Sending Manual/Offline Certificates Now Possible!

We’re thrilled to announce our latest feature upgrade that will make online course management easier for you. With the launch of manual or offline certificates, you now have the ability to send certificates offline to any contact, facilitating more flexible certificate management.

What exactly is this update about?

This new update empowers you to manually issue certificates for any course that may not be listed with us, or even for testing purposes. You can issue these offline certificates to existing contacts or introduce new ones. It’s all about giving you more control and convenience.

Let’s expand on how you can use this feature:

Sending Manual/Offline Certificates

  1. Head over to ‘Memberships > Certificates’.
  2. Choose from one of our templates or create a certificate from scratch.
  3. Click on the ‘Send’ button.
  4. Add an instructor name and recipient email. You can add new contacts via the ‘Add New’ option.
  5. Finally, click ‘Send’, and your offline certificate will be on its way!

Here’s what the updated interface looks like:

Certificate builder interface

Adding more refining tools: Pagination & Filters

Alongside this upgrade, we’re also introducing date and search filters in the certificate templates and issued certificates area. This refinement tool allows you to search for templates and issued certificates within a specific date range, making it easier to manage and locate different certificates.

We hope this update enhances your experience with us at SMBcrm. As always, we’re committed to delivering tools that help streamline your online course management tasks.

Check out our detailed guide for more information on how to make the most of our features. If you have additional questions or need help, contact our support team via our contact page.

In Case You Missed It

Don’t forget to catch up on our other recent product updates. Last week, we announced a fantastic upgrade: Enhanced Checkout Process Update. Make sure you check it out!