Keeping your course members motivated and giving them a sense of accomplishment go hand in hand, and offering personalised certificates upon course completion is a great way to do both. Follow these steps to create customised certificates and automate their delivery.
Creating Certificates
Access the "Certificates" tab within the Memberships section and click the "+ New" button on the right to add a new certificate.
Choose a template or start from scratch, depending on your preference.
Customise the certificate design with your desired elements and branding.
Save the certificate once the design is finalised.
Testing Your Certificates
You can send offline certificates to any contacts directly from the Builder. These offline certificates make it easier to check the look before sending to an actual member. To send one, click the Airplane Icon.
Fill out the instructor's name.
Select the recipient's email from your contacts. If you want to send it to someone who hasn't been added yet, click the Add New button to enter their details. Any custom value you've added to the certificate will be replaced with a blank space if the information isn't already present.
Click the eye icon to preview the template.
Click the pencil icon to open a module where you can change and edit the email's template and subject.
Click Confirm to save the changes and close the window.
Click Send to email the certificate.
Adding Certificates to A Course
Navigate to the "Courses" section and select the course you've created.
In the "Certificates" tab, add the certificate you've previously designed.
Select your desired certificate and click save to link it to your course.
Issuing and Previewing Certificates
Members who complete the course will automatically receive a congratulatory email along with their certificate.
You can navigate to the "Issued Certificates" section inside the Certificates tab to view and manage all certificates issued.
Preview the certificate to make sure it meets your expectations and provides a positive experience for members.
Receiving The Certificate
Once sent, the recipient will receive an email with a button to access their certificate.
Upon opening the certificate, the contact can download (1) or share (2) it.
Troubleshooting Tips and FAQs
Q: What if a member doesn't receive their certificate?
A: Check the member's course completion status and make sure their email address is correct. Also advise them to check their spam or junk folders.
Q: Can I customise certificates for each course?
A: Yes. You can create and customise unique certificates for each course, allowing for a tailored recognition experience.
Q: How do I update a certificate after it's been issued?
A: To update a certificate, you'll need to edit the original design and reissue it to the affected members manually.