Creating manual certificates of attendance

Event attendees are often looking forward to receiving a certificate once the event is over so they are able to add it to their CV, and set themselves apart in a competitive industry.

This article proposes a workaround for those who purchased a plan that doesn't include the option to create automated Certificates of attendance. This feature allows you to automate this process and better customize the certificates. In case you would like a plan upgrade, please contact your account executive.

How can I track attendance?

We offer you two options when it comes to tracking attendance:

  • Attendance tracking tool: With the attendance tracking tool, event organizers will be able to track and report Continuing Education Units (CEU), Continuing Professional Education (CPE), or any other custom credit units.
  • Virtual Lobby reports: You will be able to see how many of your sessions were viewed, who viewed them, and for how long.

How do I create an attendance certificate?

  1. Accessing the email editor

To access our email creator, go to Marketing > Communication > Email Creator.

Screenshot showing a spreadsheet import interface

To create a new email, click on the + New Email button, type the message's subject, select one template and press Create.

+ New Email

  1. Creating the text

Now it's time for you to create the certificate text. You should pay attention to its titles and wording to properly recognize the attendees' achievements.

We suggest using the dynamic content fields to correctly reference the participants' names, event days, and location.

Here is an example of a text with dynamic content fields from the InEvent platform:

{{name}} attended the {{event-name}} event, which took place from {{event-date-begin}} to {{event-date-end}} at {{event-map-address}}, with a workload of (report) hours.

The dynamic content {{event-map-address}} will pull information from the Address field on the event details page, so if you are having an online event, you should remove it from the text.

Click here to learn more about how to change your email's text content and design.

Text contents
The workload of hours spent on the event can be checked on the Virtual Lobby Reports page under Total Time. This information will need to be manually inserted into the email.
  1. Inserting images

To create a certificate with a personalized visual identity, we suggest inserting two images at the email top and bottom edges body. The desired sizes for the images are 600x200 px.

To insert images into the email, you must drag the chosen options from the Media section in the left into the email on the right, as shown below:

Inserting media into the email
  1. Defining the recipients of the email

Will you send it to all participants who attended the event or will you create specific lists? Regardless of your choice, you must define your audience in step 2, Target.

Email target

Click here for further information on how to define the recipients of your email.

You can use the existing filters to send the certificated to participants who attended the event, selecting the options Badge printed, NFC synced, Attendee present in-person, or Attendee present online, for example.
  1. Sending the certificates

Now it's time for you to review and send the certificates! You will do it in step 3, Review.

Reviewing emails

You can send the certificate right away or schedule the e-mail for a date and time you prefer. Click here for further information on how to review and send emails.

Your participants will receive the certificate in the body of the email, as shown in the image below.

Certificate example

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