How to Create and Issue Certificates in Bulk using Certifier

This tutorial is a step-by-step guide on how to create and issue certificates for your online school students, webinar attendees, or course graduates via a one-click automatic email using Certifier.

Uliana KysheniukFebruary 14, 20228 min read
How to Create and Issue Certificates in Bulk using Certifier - picture #1

Certifier is a unique solution for those who want to generate dozens of certificates in bulk with minimum effort and time.

The creating and issuing process requires following three easy steps, namely creating a design for your future certificate, adding a course, and issuing your certificates via email.

Let's get to know the steps closer!

3 easy steps to create an endless number of certificates

Step 1: Design

Once you are signed in, you will be automatically redirected to our Design tab. The first thing you should do is to click on the Create design button, which will lead you to our certificate design-builder.

Our builder works just in the same way as any standard builder does. The Document tab gives you the possibility to set up the paper size and orientation for your future certificate, as well as enables you to upload the background you want.

However, most of our users prefer to go directly to the Templates tab and choose a pre-made certificate template that has been professionally designed and prepared for your use.

Once you have decided on a certificate template, you will see that each of them includes a regular lorem ipsum description that you can adjust to your needs, as well as some words written in square brackets. These are called the Attributes.

The possibility to add dynamic attributes is the feature that makes Certifier exceptional among other apps because it enables our customers to send dozens of certificates to different recipients in just one click.

To make a long story short, you can think of an attribute as a placeholder for the information that will be derived from a spreadsheet that you will upload during Step 3.

You should not delete the brackets and type the full name of your recipient instead of the [recepient.name] attribute provided.

This dynamic attribute will get automatically replaced by the name and surname of your recipient, which will be derived from the aforementioned spreadsheet (we will get to this very soon).

Want to know more about how to use dynamic attributes? Learn more here ➡️ How To Use Dynamic Attributes To Create and Send Certificates in Bulk

Do not forget to go to our Image tab if you need to place a specific image on your certificate, i. e. your logo or signature. Once you are done with a template for your certificate, you should name your design using the empty field in the upper right corner of the builder and press the Save Design button.

Our recommendation will be to name the designs using the names of a course/webinar/or any other occasion that you want to issue your certificates on because, in such a way, it will be easier to link the course and a certificate template together during Step 2: Groups.

Do not start looking for a Download button, or try downloading your design template because this is not how Certifier works. A possibility to save your certificates will become available only once these very certificates are issued.

Tip! All the designs that you create and save are stored in the My Designs tab so that you can reuse your templates in the future.

Step 2: Groups

Once you have successfully created a design, it is high time to create a group and link them both together. The section Groups is created for you to provide us with information about a specific occasion on which you want to issue your certificates.

The first thing you should do is to press the button called Create Group and give your group a name filling the Display Name field.

Be careful with spelling because this name will be shown on your certificates if you use the [course.name] attribute on your template, as well as written in the emails sent to your students.

In the Certificate Design fieldyou should choose the name of the design that you have just created during our Step 1: Designs.

You should also select the email template that will be used to distribute certificates.

Remember we recommended that you name the design by the name of the group? It was done for your future comfort so that the process of linking certificates and groups together is smooth and easy.

Once the group is named, and the OK button is hit, you can go directly to the issuing process by pressing the Issue Certificates button. After that, you will be redirected to Step 3 and start issuing the certificates.

Step 3: Certificates

This is exactly the moment when our attribute magic begins.

You are now asked to upload a spreadsheet that we have already discussed a couple of times earlier in the tutorial.

Our helper on the right will suggest you download the template of this spreadsheet to ease the process a little bit.

If you launch webinars using Zoom, WebinarJam, or ClickMeeting, then you can export a list of your attendees directly from the aforementioned platforms ➡️ How to Create and Send Certificates for Webinar Attendees

Our template includes two columns called Recipient Name and Email.

You may have already guessed that the entities from the Recipient Name column will replace the [recipient.name] attribute, while the emails from the Email column will be used to send your certificates to lots of students with just one click.

You can change our template depending on your needs, for example, by adding the columns that you used as attributes on your design template.

Once a spreadsheet is uploaded, you will be asked to map (link) the columns from your document with the attributes you placed on your template.

Once you have mapped the attributes and columns together, you should press the Validate button, so that our system can check whether everything is alright. Following this, you have two options:

1) Hitting a Save button and issuing your certificates later.

2) Pressing the Save and Publish button and the certificates you have just created will be sent directly to the emails of your students in seconds!

So now when your certificates are issued, you can download them to your computer, resend, or delete them. Be careful: once you delete a certificate from the dashboard of Certifier, your students will not be able to open them through their email anymore!


The number of your learners does not matter anymore since it does not influence the amount of time you spend on creating and issuing certificates to them :)

Sounds cool, doesn't it? Get our free plan and see it for yourself!

Uliana Kysheniuk avatar
Written byUliana KysheniukProduct Manager at Certifier

Design, generate and send digital certificates on autopilot