How do I create 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 intends to give you a step-by-step on how to generate automated and personalized certificates of attendance for your event.

How do I enable attendance tracking and attendance certificates?

To enable this feature, go to Settings > Tools > scroll down until you see the Compliance section. Then, press Edit, and make sure the Attendance tracking toggle is enabled. Press End to save the changes.

Attendance tracking

If while enabling the toggle you receive this promp message:

Image showing error that Attendance tracking is disabled at the company level.

you will need to go to Company tools page, click on Edit and enable the Attendance tracking toggle.

In case you don't want to use this feature you can follow the step-by-step of the manual process as a workaround.

How do I create attendance certificates?

To create certificates and set up their layout, go to People > Programs > Certificates.

Navigation people > program > certificate

Next, press + Create new certificate in the upper left corner. A window will pop up for you to type the Certificate name. Once you are done, press Create.

If instead of creating a certificate from scratch you would rather copy the settings of an existing certificate, you can select the certificate that should be copied in the dropdown menu of the field Copy settings from.
Creating certificates of attendance

Your certificate has been created and now it's time for you to customize it!

How do I customize attendance certificates?

After creating a certificate, you will be taken to a page where you can customize all certificate details, as shown below:

Customizing the certificates

Use the menu on the left-hand side to select the component you want to customize.

Template

Press Template to choose from one of the template options. A preview of the certificate will be displayed on the right-hand side.

Setting up the certificate template

Background

Press Background to change the default background of the template. To do so, click on the red bar with a folder icon to upload an image. The desired size is 920x648 px.

Customizing the certificate background

Press Logo to customize the company logo that is displayed in the upper left corner and the bottom left and right corner of the certificate.

By default, the logo will be the Main icon retrieved from your company images
  • To change the default Logo click on Edit > then click on the red bar with a folder icon to upload a new image. The desired size is 1024x1024 px.
Gif showing how to upload logo's in your certificate
  • To remove the company logo from the certificate, click on Edit and then click on the drop down menu corresponding to Display and select Disable.
Gid showing how to remove Logo from certificate by selecting Disable from the dropdown menu.

Text content

The text content that can be customized will depend on the template you have selected.

When customizing the text content, an editing box will open up for you to change the default text as well as the text color, the font, the font size and weight, and the padding of these fields.

Title, subtitle, and presentation
  1. Press Title to customize the title of the certificate.
How to customize the title of the certificate
  1. Press Subtitle to customize the title of the certificate.
Customizing the subtitle of the certificate
  1. Press Presentation to customize the presentation text of the certificate.
Presentation
Person and achievement
  1. Press Person to customize the field with the attendee's name.
If you only want the first name to be displayed on the certificate, you can replace the placeholder {{name}}, which will pull both first name and last name, with {{first-name}}.

Customizing the field witht the attendee's name
  1. Press Achievement to customize both the achievement title and achievement value.
  • Achievement title: Using the dropdown menu that says Select which will be the achievements completed, you can define if the achievement displayed will be how many sessions the participant attended (activity attendance), or the live watch time in days, hours, and minutes.
Achievement title
  • Achievement value: You can customize the text displayed on the editing box and its style.
Achievement value
Free Text

Press Free Text to add customized text content to the certificate.

  • Click on Edit,
  • Toggle the free text to green and add text in the content space provided.
  • Click on End to finish.

You have the option to customize your free text content using the tools provided in that field for e.g. change font size, font type, font weight, text color, text transform, padding top and padding bottom. You can also make use of the Dynamic contents drop down menu to select a dynamic content that will automatically appear for that user, related to the person, event or certificate.

Image showing Free Text tab/section on certificate creator.

Date and signature
  1. Press Date to customize both the date title and subtitle.
  • Date title: Using the editing box on the left-hand side to replace the date that will be displayed on the certificates. The placeholder {{certificate-date}} will pull the current date and add it to the certificates.
  • Date subtitle: Use the editing box on the left-hand side to replace the default text Date.
Customizing the certificate date
  1. Press Signature to customize the signature right title and subtitle.
  • Signature right title: Use the editing box on the left-hand side to replace the default text Your signature with the name of either the institution or person who is responsible for the event.
  • Signature right subtitle: Use the editing box on the left-hand side to replace the default text Signature right.

Customizing the signature
Settings

You can set the value for each of these 2 settings, if you want to customize the settings of when the person should receive the certificate:

  1. Must have a minimum time watched: You can enable or disable this setting and set the minimum watch time a person must spend in a particular session.
  2. Must have minimum of polls answered: You can enable or disable this setting and set the minimum number of polls to be answered by a participant.

In order to customize the settings:

  • Press Edit
  • Click on the toggle of the corresponding setting you wish to enable and type in the values in the box provided.
  • Click on End to finish.
Image showing Settings tab in certificate creator.

Once the set time has passed, you can click on the Preview button to view the certificate received by the participant. A new window will open where you can view, download and print the certificate.

Image showing certificate received along with options to print and download.

Your certificates are now ready to be shared with the participants.

Can I reset the Certificates customizations?

Yes, you can reset the customizations made to the content and style of the components on your certificates individually. Click on the red reset button under each components content or style section of the certificate. A pop-up will appear for your confirmation, click reset to confirm.

You can also reset all certificate component customizations to the default settings at once by clicking on reset to default button. A pop-up will appear for your confirmation, click reset to confirm.

Gif showing how to reset certificate component to default settings.

How can I share the certificates of attendance with the participants?

You have two options to share the certificates:

  • You will need to create an email and add the certificates links to it. Click here to check the step-by-step guide on how to do it.
  • You can give participants access to download the certificates directly from My Account. Click here to check the step-by-step guide on how to do it.


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