The creating and issuing process includes three easy steps:
Let's dive into the details below! 🚀
Step 1: Groups
Once you are signed in, you will be automatically redirected to our Groups tab.
The Groups section is created for you to provide us with information about a specific occasion on which you want to issue your credentials. The first thing you should do is press the button called Create Group:
Before you'll be able to save the Group, you need to name it. Be careful with spelling - this name will be shown on your credentials as well as written on the Digital Wallet that your recipients will get.
You should also choose the certificate and/or badge design. If you have not created any design yet, just click on the Create design button and go to Step 2: Designs.
Once you save the design, you'll be directed back to the group settings.
When the Info & Appearance section is filled, you can hit the Create Group button. To fill out more details about your credentials, check this guide.
Then, you can go directly to the issuing process by pressing the Issue Credentials button - you will be redirected to Step 3 and start issuing credentials!
Step 2: Designs
You can start the design process from the Group settings or by entering the Designs tab by clicking on Create Design → Certificate Design or Badge Design.
Creating a Certificate Design
Our builder works in the same way as any standard builder does.
The Templates tab gives you the possibility to choose a template from our library or start with a blank one.
You can also choose other settings:
Choose between Landscape and Portrait mode. (1)
Decide on Paper Size, choosing between A4 and US letter format. (2)
Upload a custom background or use your own design as one. (3)
Change the background color completely. (4)
💡If you want to learn more about uploading your own certificate design, check this article!
Once you're happy with the background, go to the Images section, where you can upload images like signatures or company logos:
❗️Note: We accept JPG, SVG, and PNG files. The maximum size of the element is 2 MB.
After all the images you need are added to your design, move forward to the Elements section - you'll find a large selection of graphic elements you can use to improve your design.
If you wish to add more text to your design, visit the Text tab as well!
Once you have decided on a certificate template and elements, you will see that each of them includes some words written in square brackets. These are called Attributes!
The possibility to add dynamic attributes is the feature that makes Certifier exceptional among other apps. Dynamic attributes enable our customers to send dozens of credentials to different recipients in just one click.
To make a long story short, you can think of an attribute as a placeholder for the information that will be derived from a spreadsheet that you will upload during
If you want to know more about how to use dynamic attributes, take a look at this article!
❗️Note: You cannot type the recipient name in the Designs tab instead of the [recepient.name] attribute.
This dynamic attribute will get automatically replaced by the names of your recipients we will upload soon.
Once you are done with a template for your certificate, you should name your design using the name field in the upper right corner of the builder and press the Save Design button.
💡 We recommend naming designs after the course, webinar, or event they’re for. This makes it easier to link them to the Groups.
Creating a badge Design
To create a badge, we will follow similar steps: click on Create Design → Badge Design and choose the Template you wish to use. You can then personalize it by adding or removing elements and changing colors.
💡 Tip: To upload your custom badge as an Image, please select all parts of the template and remove them using Delete/Backspace and upload your image through the Images tab.
If you wish to start from scratch, you can do that as well - just remove all the other parts of the design, go to the Elements tab, and choose the most suitable Base:
Don't hesitate to add additional elements such as and Ribbons, Icons, Shapes and Lines. You have a lot of flexibility here, feel free to change the size and the colors to complete the look of your badge.
Finally, you can edit the font and adjust the Text or add some dynamic Attributes - the unique data for each of your recipients.
Once you're happy with your design, remember to press Save!
❗️Note: You can't download a certificate or badge design. Credentials can only be saved once issued. All saved designs are stored in the Designs tab for future use.
Step 3: Credentials
This is exactly the moment when our attribute magic begins. The process of issuing credentials starts with selecting a way in which you would like to proceed - you can either:
Upload a spreadsheet with your recipient data.
Add your recipients manually, one by one, in case you have a small number of them.
If you are not sure what the proper spreadsheet should look like, feel free to download a template directly from Certifier. Our template includes two columns called Recipient Name and Recipient Email.
You may have already guessed that the entities from the Recipient Name column will replace the [recipient.name] attribute, while the emails from the Recipient Email column will be used to send your credentials to recipients with just one click.
You can change our template depending on your needs, for example, by adding the columns that you used as attributes on your design template.
💡 TIP: If you conduct webinars using Zoom, WebinarJam, or ClickMeeting, you can export a list of your attendees directly from the aforementioned platforms following the easy steps described here.
Once a spreadsheet is uploaded, you will have to map (link) the columns from your document with the attributes you placed on your template. Your columns can also get mapped automatically if the spreadsheet you uploaded has a proper naming of columns.
Once you have mapped the attributes and columns together, you should press the Preview before Publishing button and see a summary. Following this, you have two options:
Hit the Create Draft Credentials button and issue your credentials later.
Press the Issue Credentials button. Check this article to learn more about different ways to issue credentials.
So now, when your credentials are issued, you can download them to your computer, resend them, or delete them.
❗️Note: once you delete a credential from the dashboard of Certifier, your recipients will not have access to them.
Want to learn more?
If you want to dive into more advanced settings, check out these guides:
And of course, if you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]