Certificates (App)

Extensive! Here you can find out how to send a certificate to users who attended your event.

How to create a certificate

You can create a certificate from the Admin panel using the following steps:

1. Go to 'Content' -> 'Certificates'

2. Click on '+ New certificate'

3. Fill in the relevant details from the Table of reference as below

4. Make sure you Save changes

5. You will now see the certificate in the Certificates overview

Table of reference (+ New certificate)

Field name	Description
Certificate name*	Name of the certificate
Main text	Main text displayed on the certificate
Date on certificate	Date that will appear on the certificate (usually the date of the event)
Recipient Group	Here, you can select who will receive the certificate.
Certificate type	Here, you can select the type of certificates the users will receive. The two types of certificates are: Standard certificate (No session details) In-person session-based certificate (includes attended in-person sesions)
Person 1 (details)
Name of person 1	First-person who will sign the certificate
Signature of person 1	Image of signature (400x400 pixels)
Person 2 (details)
Name of person 2	Second-person who will sign the certificate
Signature of person 2	Image of signature (400x400 pixels)

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How to edit a certificate

You can edit your certificates from the certificates overview found at 'Content' --> certificates

How to preview a certificate

Once you have created a certificate you can preview it by clicking on the eye symbol from the certificates overview page.

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How to send a certificate

Note: you can edit the email template named certificate_code.md to customize the email accompanying the certificate. Read more about email templates.

You can send a certificate by email using the following steps:

1. Go to the certificates overview (Content --> Certificates)

2. Click the email icon next to the certificate you wish to send

3. Using the blue buttons you can select a group of users to send the certificate to

   
4. You can choose specific users to send the certificate by selecting the user(s)

   
5. When ready to send click on the button 'Send e-mails'

   

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Available for users to download

To enable users to download certificates in the app, follow these steps::

1. Open the Admin panel.

2. Hover on 'Navigation'

3. Click on 'Navigation settings'

4. Click on 'Add new item'

5. Give the navigation item a name, such as 'Certificates'

6. Select 'Modules' at 'Set link to related page*'

7. Select 'Certificate' at the second dropdown list.

8. Save changes

Certificate settings

There are some additional settings you should check before you send your certificate. You can find out more using the following article:

Read more