The creating and issuing process includes just two easy steps:
Let's dive into the details below! 🚀
Step 1: Credential Template
Once you are signed in, navigate to the Credentials tab in the left sidebar and select Credential Templates.
A Credential Template is where you set everything up before issuing: you give it a name and choose its appearance (the certificate and/or badge design). Think of it as the foundation for all the credentials you'll send out.
To get started, press the Create Credential Template button.
Name your Credential Template
The first thing you need to do is give your Credential Template a name. Be careful with spelling – this name will appear on your credentials and in the Digital Wallet that your recipients receive.
Choose Appearance
Next, choose a certificate design, badge design, or both. The design is the visual appearance of the credential that your recipients will get.
Just select the design(s) and press Add to Credential Template.
💡 Haven't created the designs yet? No worries! Click on +Create New Design directly from the Credential Template setup screen, and you'll be taken to the Design Builder.
You can learn more about this process here:
Save the Credential Template
With the name and appearance selected, you can hit the Create Credential Template button to save your Credential Template.
💡 We recommend giving this more time and filling the rest of the Info & Appearance section to provide valuable insight for your recipients.
Then, you can go directly to the issuing process by pressing the Issue Credentials button - you will be redirected to Step 2 and start issuing credentials!
Step 2: Issuing Credentials
This is where the attribute magic begins! From your Credential Template, press the Issue Credentials button to start.
You can issue credentials in two ways:
Upload a spreadsheet with your recipient data.
Add recipients manually, one by one, if you only have a few.
If you're not sure what the spreadsheet should look like, download a template directly from Certifier. It includes two columns: Recipient Name and Recipient Email.
The values in the Recipient Name column will automatically replace the [recipient.name] attribute on your design, and the emails will be used to deliver credentials to your recipients.
You can expand the spreadsheet by adding extra columns for any other attributes you used in your design.
💡 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 your spreadsheet is uploaded, you'll need to map (link) its columns to the attributes on your design. This can happen automatically if your column names match the attribute names.
After mapping, press Preview before Publishing to review a summary. Then choose:
Create Draft Credentials – save and issue later.
Issue Credentials – send them out now. Check this article to learn more about different issuing options.
Once your credentials are issued, you can download them, resend them, or delete them from the All Credentials tab.
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 your Credentials tab, your recipients will not have access to it.
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]