How to Create a Certificate for Your Membership Course

How to Create a Certificate for Your Membership Course

Certificates are an excellent way to recognize and reward your members' achievements upon completing a course. You can now design and issue certificates to all users who successfully complete your courses. Here’s a guide on how to create, customize, and share certificates for your membership courses.

Key Features

The newly introduced editor offers powerful customization options:

• Drag-and-Drop Interface: Effortlessly adjust and position elements within your templates by dragging them to your desired location.

• User-Friendly Experience: The intuitive interface simplifies the process, making it accessible even for those new to design tools.

• Creative Control: Modify text, images, and other elements to suit your branding and aesthetic preferences.

Building Certificates

1. Navigate to Certificates:

   • Go to Memberships > Certificates.

   • Click on Blank Certificate to start from scratch.

2. Using the Drag-and-Drop Feature:

   • Layout:

     • Choose between Portrait or Landscape layouts by clicking on Layout.

     • Select frames for the chosen layout; clicking the same frame again will remove it.

     • Note: Switching between Portrait and Landscape may disrupt your edits.

   • Background:

     • Click on Background to select colors, upload an image, or use image links.

     • Adjust the opacity of the background using the opacity slider.

     • For patterns, click on Patterns, select your desired pattern, and choose a color.

   • Header:

     • Drag the Header element onto your template and edit the text as needed.

     • Clone or delete elements using the copy and delete icons.

     • Customize font style, size, type (e.g., Heading 1, Heading 2), and color from the top bar.

     • Resize text boxes by moving the blue dots on the edges.

   • Text:

     • Add text by dragging the Text element onto your template and start editing.

     • Like the header, you can clone, delete, resize, and adjust font settings.

   • Image:

     • Drag the Image element to your template, then upload an image or use a link.

     • Adjust image opacity and resize using the blue dots.

   • Badge:

     • Add a badge by dragging the Badge element to your template.

     • Choose from available badge options and resize as needed.

   • Signatures:

     • Add a signature by dragging the Signature element onto your template.

     • Select signature styles and adjust the size.

Using an Existing Template

If you prefer not to start from scratch, you can use pre-made certificate templates:

• Go to Memberships, then Certificates.

• Click on New and select Certificate Templates to browse and choose from existing designs.

Sharing the Certificate

Certificates can be attached to courses and automatically issued to learners upon course completion:

1. Go to Courses > select the relevant course > Certificates.

2. Click on Attach Certificate and select the certificate you’ve created.

Upon course completion, the certificate will be emailed to the learner with links to access, share, and download it as a PDF.

Expiring Certificates

• Setting Expiry: Admins can set expiration dates for certificates when creating or issuing them.

• Receiving Reminders: Users will receive email reminders 2 and 7 days before their certificates expire.

• Downloading Certificates: The enhanced download process ensures compatibility with all major browsers.

Note: Issued certificates take precedence over template-level expiry settings.

Undo & Redo Options

• Undo and redo actions using the arrows on the top right of the editor.

• Use shortcuts like CTRL / ⌘ + Z for undo and CTRL / ⌘ + S for saving, improving your workflow efficiency.

Using Custom Fields in Certificates

You can incorporate custom fields to personalize certificates with specific details, such as the recipient’s name or course title:

1. Drag a text box onto the certificate.

2. Click on the text box and select the "Custom Field" option.

3. Choose the desired custom field to insert.

Sending Offline Certificates

Offline certificates can be sent manually, which is useful for testing or non-integrated courses:

1. Go to Memberships > Certificates.

2. Create or select a template, then click on Send.

3. Add the instructor’s name and the recipient’s email (or add a new contact).

4. Click Send.

Pagination & Filters

• Use date and search filters in Certificate templates and issued certificates for more refined management.

• Search based on a date range to quickly locate specific certificates.

Permissions

• User-level permissions control access to the certificates module.

• To grant access, enable certificate permissions in the user’s profile under the permissions section.

Downloading Certificates from the Client Portal

Users can track and manage their issued certificates in one place:

• Access the Client Portal via their account settings.

• Certificates can be downloaded directly from the portal, or links can be copied for sharing.

Final Steps

After customizing your certificate, you can send a test email to see how it looks. To do this:

• Click on the "Send offline certificate" icon in the top right.

• Ensure the recipient email is a contact within your account to avoid missing details in the certificate.