Memberships · 1 min read
Set Expiry Dates and Reminders for Certificates and Badges
You can make certificates and badges expire after a set time, and email people before they do. It's useful for certifications that need renewing, such as yearly training.
Set an expiry date
- Go to Memberships > Credentials (Certificates and Badges).
- Open the certificate or badge template.
- Click Set expiry.
- Choose how long it stays valid after it's issued, such as 12 months.
- Save.
The expiry applies to credentials issued after you save. Ones already issued keep their original dates.
Send reminder emails
- In the same Set expiry window, turn on Reminder emails.
- Choose when to send them, such as 30 days and 7 days before expiry.
- Edit the email text and add a link to renew or retake the course.
- Save.
Tips
- Pair expiry reminders with a renewal course or quiz.
- Tell learners up front how long their certificate lasts.