Certificates
How to Create and Use Certificates
Create a Template
We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With Certificates, you can create personalised certificates and issue them to your users. In this initial release, we've focused on making it easy to award certificates for course completion. Here's how to get started:
In This Article
Where to find Certificates ?
To get started with certificates:
Go to Memberships from the left navigation bar (in your account) > Certificates
Create a template
To start creating a certificate template:
Click on New
To create a template, choose Certificate Templates or Blank Certificates
Choose an existing template
To create a template, choose from the existing templates:
Select a template
Click on Confirm
Template is ready to use
Create a template from scratch
To create a template from scratch (Or Creating a custom template):
Click on Blank Certificates
Start creating from scratch
Editing Templates
To edit a template, there are various elements to use:
1. Layout:
To choose a layout, click on Layout, and choose between Portrait or Landscape
Once selected, you can choose frames for both the layouts, respectively
To remove a frame, click on the same frame again (from the right bar)
Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits
2. Background:
To choose a background, click on Background
Choose the colours
Upload an image as background or enter image link to upload
Choose the opacity of the background image or colour by using the opacity slider
To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern
3. Header
To add a header, drag and drop the Header element to your template and start editing the text after selection
Elements can be cloned or deleted by clicking on the copy and delete icons
Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etc. from the top bar after selecting a text
To resize, move the blue dots of the text box
4. Text
To add a text, drag and drop the Text element to your template and start editing the text after selection
Elements can be cloned or deleted by clicking on the copy and delete icons
Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text
To resize, move the blue dots of the text box
5. Image
To add an image, drag and drop the Image element to your template
Upload an image or add the image link to upload
Choose the opacity of the background image by using the opacity slider
To resize, move the blue dots of the box
6. Badge
To add a badge, drag and drop the Badge element to your template
Choose a badge with from the options by clicking on it
To resize, move the blue dots of the box
7. Signatures
To add a signature, drag and drop the Signature element to your template
Choose a badge with from the options by clicking on it
Choose the signature styles after selecting the signature
To resize, move the blue dots of the box
Preview and Save a template
To preview a template, click on Preview
To save a template, click on Save
Before saving a template, enter a relevant name for your certificate from the top section
Saved Templates
Once saved, click on Back
Saved templates are visible under the Template tab
From the three dots, choose to Preview, Edit or Delete a template
Issue certificates on Course Completion
Introducing our brand-new feature: Certificates integrated with courses! This enhancement allows location users to send customized certificates for course completion. Learners will receive email notifications with links to access and download their certificates. It's a fantastic way to acknowledge and celebrate your learners' accomplishments.
TABLE OF CONTENTS
Issue a Certificate
To issue a certificate on course completion, follow the below steps:
Choose a product (Course) for which you want to issue a certificate (Memberships > Courses > Products)
Go to Certificates Tab
Click on Attach
Select a template to attach
Category will be selected as Course Completion (by default)
Click on Save
Once saved, all new learners of the course will receive the certificate automatically, via email, each time they complete the specific course
All issued certificate details will be available under the Certificates tab (Memberships > Certificates)
Note - Only one certificate can be attached for course completion at one point of time. To add a new template, edit and choose new template, or delete the attached template and add a new one
FAQs
What happens if I mark a certificate as inactive for a specific course?
The certificates would not be sent out automatically, after course completion to learners, unless marked as Active again
How to stop sending certificates on course completion to a specific learner?
Go to the Sites > Memberships > Certificates > Issued Certificates > Click on three dots and then click Revoke Access for the specific learner. Once the access is revoked, the learner cannot access the previously sent certificates.
Can learners share their certificates publicly?
Yes, all learners can copy their certificates link and share
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