The new 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
Go to Memberships > Certificates
Click on 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, 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
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 we have
Certificates can be issued to course learners by attaching them to a course
Go to Courses - the Product you want to share the certificate - 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.
Setting Expiry: Admins can set expiry dates when creating or issuing certificates in the certificate builder.
Receiving Reminders: Users will receive reminder emails 2 and 7 days before their certificates expire.
Downloading Certificates: The enhanced download process ensures compatibility across all major browsers, making it easier for users to access their certificates without issues.
Note: Issued certificates will take precedence over template-level expiry settings.
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 save in the certificate builder, enhancing workflow efficiency.
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.
This allows user to use standard custom values like user, contact and right_now.
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.
You can now send offline certificates to any contacts.
Offline certificates facilitate sending certificates manually for testing or any other courses not part of your account.
Go to Memberships > 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
Added Date and Search filters in Certificates templates and Issued Certificates for refined use.
You can search for templates and issues certificates based on a date range.
User-level permissions have been implemented to manage access rights within the certificates module for various users.
To grant a specific user access to the certificates, the certificate permission must be enabled in their user profile under the permissions section.
Users can now keep track of all there issued certificates at one place
It allows user to download certificates
Users can copy the link of certificates(from copy button) to share
Clients can also download their certificates in the client portal. To access the client portal, clients should:
Go to their account.
Click on Settings.
Click on Client Portal at the top.
Click on the three dots and select Preview.
Once in the client portal, clients can go to their account, click on Certificate, and select the certificate they want to download.
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.
