How to Create a Certificate For Your Membership Course

Created by Stefan Perchinkov, Modified on Tue, 25 Feb at 4:48 AM by Stefan Perchinkov

Membership certificates are a great way to acknowledge user accomplishments for courses. You can also create a certificate for all your users who complete the course.

Key Features

The editor we've introduced empowers users to customize templates with ease:

It incorporates a drag-and-drop feature, allowing you to effortlessly modify and arrange elements in your templates by simply dragging them to the desired location.
This intuitive interface simplifies the template customization process, making it accessible and user-friendly for all
Whether you're adjusting text, images, or other elements, this editor streamlines the editing experience, providing greater flexibility and creative control
Certificates are optimized for all device types. Users can conveniently view their certificates on mobile, tablet, and desktops and the UI will adjust accordingly.

Build Certificates

Go to Memberships on the Left > Certificates on the top
Click on + New and select Blank Certificate

If creating your own, use the drag-and-drop feature to build it. Here are the elements you can use:

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
Background:
- To choose a background, click on Background
- Choose the colours
- Upload an image as a background or enter image links to upload
- Choose the opacity of the background image or color by using the opacity slider
- To choose a pattern as the background image, click on Patterns, and choose a pattern and color.
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
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, Paragraphs, etc..), Font Colour, etc. from the top bar after selecting a text
- To resize, move the blue dots of the text box
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
Badge
- To add a badge, drag and drop the Badge element to your template
- Choose a badge from the options by clicking on it
- To resize, move the blue dots of the box
Signatures
- To add a signature, drag and drop the Signature element to your template
- Choose a badge from the options by clicking on it
- Choose the signature styles after selecting the signature
- To resize, move the blue dots of the box

Use an Existing Template

You also have the option to use our premade template certificates.

Go to Memberships, then to Certificates
Click on New
Click on Certificate Templates if you wish to use the already premade certificates.

You can view templates attached to a course completion certificate directly from the course builder, making it easier to check and manage them without leaving the setup process.

Issue Certificates on Course Completion

Default Certificates:

Whenever you create a new course, a default course completion certificate is automatically included, making the setup process smoother and ensuring that every course has the option to award a credential.

For existing courses, you'll see a banner prompting you to easily add a completion certificate if needed. If you don’t want the default certificate, you can choose to delete it or save it as a draft.

Attach Certificates to Categories:

You can link a certificate to an entire category, recognizing progress within a course.

Visible in Category Preview: The completion certificate appears as the final lesson in the category.

Automatic Issuance: The certificate is triggered once all required lessons in the category are completed.
Fixed Placement: Category certificates always appear at the end and cannot be moved or rearranged.

Manually attach a certificate

Go to Courses and select the Product you want to share the certificate > Click on Certificates

Click on Attach Certificate and select your certificate

Once the course is complete, the certificate will be sent via email with links to access and share their certificates, which can be further downloaded as a PDF.

Note: Only one certificate can be attached for course completion at one point in time. To add a new template, edit and choose a new template, or delete the attached template and add a new one

Downloading Certificates:

Simply click on the Download Certificate button to download and view your certificate.

Expiring Certificates:

1. Setting Expiry: Admins can set expiry dates when creating or issuing certificates in the certificate builder.

2. Receiving Reminders: Users will receive reminder emails 2 and 7 days before their certificates expire by default.

Store or platform administrators can personalize the frequency of reminder emails for certificate expiry, allowing users to set custom intervals instead of relying on the default 2 or 7-day options.

This feature is available only for certificates with set expiration dates.

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

3. You can also make changes to individual certificates under the Issued Certificates tab for custom-level modifications.

Undo & Redo option:

You can undo and redo any action by clicking on the left and right arrows on the top right.
You can utilize shortcuts like CTRL + Z for undo and CTRL + S for saving in the certificate builder, enhancing workflow efficiency.

Using Custom Fields in Certificates:

You can use custom fields in the certificate to populate various values. For example, if you want to include the name of the client to whom you're issuing the certificate or the name of the membership, you can use custom fields to add this information.

Apart from that user can also use manual custom values created in Settings > Custom Values

To add a custom field:

Drag a text box to the certificate.
Click on the text box.
Click on the "Custom Field" option at the top.
Select the custom field you want to add.

Ability to send Offline Certificates

You can send offline certificates to any contact.
Offline certificates facilitate sending certificates manually for testing or any other courses that are not part of your account.

How to send manual/offline certificates

Choose a template or create from scratch > Click on Send Button
Add an instructor name, and recipient mail (or add a new contact via Add New)
Click on Send

Pagination & Filters

Added Date and Search filters in certificate templates and Issued Certificates for refined use.
You can search for templates and issue certificates based on a date range.

Permissions:

To grant a specific user access to the certificates, the certificate permission must be enabled in their user profile under the permissions section.

Download certificates from the Client Portal:

Users can keep track of all the certificates they have issued in one place.
Users can copy the link of certificates (from the copy button) to share.

Clients can also download their certificates in the client portal. To access the client portal, clients should:

Begin by logging into the account through the Client Portal.
Click on your profile avatar and click on “Manage your account” to access the account section.

Browse the Certificates section to find the certificate.
Click on the Preview button next to your certificate to view its details.
Select the Download button to save the certificate to the device in a high-quality format.

Once you have finished editing the certificate, you can send yourself a test email to see how it looks. To do this, click on the send offline certificate icon in the top right. The recipient email must be a contact in your account otherwise the system isn't able to pull the details and there will be a blank spot.

Frequently Asked Questions (FAQ)

1. Can I use custom fields in certificates to personalize them?

Yes, you can use custom fields in certificates to personalize details such as the recipient’s name or membership information. Simply drag a text box to the certificate, click on it, and select the custom field you want to add from the "Custom Field" option at the top.

2. How do I send certificates manually to contacts who are not part of a course?

You can send offline certificates manually by going to Memberships > Certificates, selecting a template or creating one from scratch, and then clicking the "Send" button. Add the instructor's name, recipient’s email, and click "Send" to deliver the certificate.

3. What happens if a certificate has an expiry date?

Admins can set expiry dates when creating or issuing certificates. Users will receive reminder emails 2 and 7 days before their certificates expire. If a certificate has been issued, its expiry date will take precedence over any template-level settings.

4. How can clients download their certificates from the client portal?

Clients can download their certificates by logging into their account, navigating to the "Client Portal" under Settings, and selecting the "Certificate" section. From there, they can choose the certificate they want to download.

5. Can I search and filter certificates by date or other criteria?

Yes, you can use the added date and search filters in the Certificates module to refine your search. This feature allows you to search for templates and issued certificates based on a specific date range or other criteria.