Creating your own Certificate of Attendance template

InEvent's attendance tracking system allows you to not just keep track of your attendees' accomplished time units, but also enables them to obtain certificates following their accomplishments. Using InEvent's Certificates feature, event administrators can create and customize certificates using InEvent's pre-configured certificate templates.

InEvent also allows you to create and configure your own templates to achieve a more personalized certificate of attendance for your attendees. In this article, you will find the guide on how to create your own certificate template using the custom certificate template builder.

Enabling the Attendance tracking feature

Before proceeding to create your own certificate template, ensure that you have enabled the Attendance tracking feature at your event. To do so, follow the steps below.

  1. Navigate to Settings > Tools under the Event level.
  2. Click on Edit on the top right corner.
  3. Locate Attendance tracking under the Compliance section.
  4. Enable the tool using the toggle on the right.
  5. Click on End to save your changes.
Attendance tracking

Once you have completed the steps above, you can start creating your own certificate template.

For more information on managing attendance tracking units, refer to our Attendance tracking article.

If you receive the following message:

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

you need to first enable Attendance tracking within Company tools.

If you do not wish to use this feature, you can follow the step-by-step of the manual process as a workaround.

Creating a new certificate template

To start creating a new certificate template, follow the steps provided below.

  1. Navigate to People > Programs > Certificates.
  2. Click on the + Create new certificate button on the top left corner.
  3. Enter the desired Certificate name on the field.
  4. Select Custom template using the Template drop-down menu.
  5. Click on Create.
Screenshot of the Create new certificate pop-up box

After completing the steps above, you will be able to start using the certificate template builder.

Using the certificate template builder

The certificate template builder allows you to build your own certificate template using a familiar text editor interface. To begin, click on the Edit button on the top right. Then, click on the TYPE YOUR TEXT HERE line. Doing so will display the text editor tools, using which you can modify the font size, type, color, and styles. You can also enter your own text replacing the default line as well as insert links, in-line images and tables.

GIF showing the certificate builder

In addition, you can also use Dynamic content to automatically include the appropriate details for your event as well as your attendees and their appropriate accomplishments. To use the dynamic content, either click on Dynamic contents and select from the available entries, or enter the dynamic content tag directly in the text editor.

For more information, refer to our sections on Event, Person, and Certificate dynamic content.
GIF showing the certificate template builder

When you are finished, click on the End button on the top right to save your changes.

Event dynamic content

The following Event dynamic content entries are available for use within the custom certificate template builder.

Entry name

Dynamic content tag

Description

Name

{{event-name}}

Name of your event

Start date

{{event-date-begin}}

Starting date of your event

Start time

{{event-time-begin}}

Starting time of your event

End date

{{event-date-end}}

Ending date of your event

End time

{{event-time-end}}

Ending time of your event

Person dynamic content

The following Person dynamic content entries are available for use within the custom certificate template builder.

Entry name

Dynamic content tag

Description

First name

{{first-name}}

Attendee's first name as registered in the event

Last name

{{last-name}}

Attendee's last name as registered in the event

Full name

{{name}}

Attendee's full name as registered in the event

Email address

{{email}}

Attendee's email address as registered in the event

Role

{{role}}

Attendee's role information as registered in the event

Certificate dynamic content

The following Certificate dynamic content entries are available for use within the custom certificate template builder.

Entry name

Dynamic content tag

Description

Achievement value

{{achievement-value}}

Attendee's achieved time on the event, displayed in hours and minutes

Current date

{{certificate-date}}

Current date or date of certificate issuance

Company name

{{company-name}}

Your company name in the InEvent platform

Previewing your certificate

To preview how your certificate will look like for your attendees, click on the Preview button on the menu bar. Doing so will open a new browser tab, in which your certificate is displayed.

GIF showing certificate preview

You can click on Download to save the previewed certificate as a PDF file. You can also click on Print to directly print it using your browser's print dialogue.

Resetting your certificate template to defaults

To reset your certificate to defaults, click on the Reset to default button on the top menu. The Reset Certificate pop-up box will be displayed. Then, click on Reset to confirm.

Screenshot showing the reset to default pop-up box

After doing so, your certificate template will be reset to defaults.

Removing your certificate template

To remove your certificate template, click on the Remove button on the top menu. The Remove Certificate pop-up box will be displayed. Then, click on Remove to confirm.

Screenshot showing the Remove certificate pop-up box

After doing so, your certificate template will be removed from your event.

Enabling your certificate

After finishing the customization process of your certificate template, you can enable it so that attendees can obtain the certificate. To do so, click on Edit. Then, click on the Disabled button. The Enable certificate confirmation pop-up box will be displayed. Click on Enable to confirm.

Screenshot showing the enable certificate pop-up box

After doing so, the button will display 🗹 Enabled instead, and your attendees will be able to obtain the certificate.


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