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

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.

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 a 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.

Editing the text

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). If you want to know more about how to use dynamic attributes, read this article.

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: Courses.

Saving the design.

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

Step 2: Courses

Once you have successfully created a design, it is high time to create a course and link them both together. The section Courses is created for you to provide us with the information about a specific course, webinar, or any other occasion on which you want to issue your certificates. The first thing you should do is to press the button called Create Course and give your course 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. The field under Display Name is called Identifier. This field is valuable for our advanced users who use API and integrations. If you do not use them, then simply copy and paste a display name. In the Certificate Design field, you should choose the name of the design that you have just created during our Step 1: Designs.

Creating a course.

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

After hitting the Save button, you will be redirected to the Groups tab which is created to segregate your students. For instance, you may have a course launched monthly meaning that there will be at least 12 groups within one course. Thus, the Groups tab was created for you to manage your certificate flow and eliminate chaos. The first step is to name your group. For example, if you are launching monthly webinars, one of the best ways to name each group will be using the names of the months (March Group, February Group, etc). If this is just an occasional course or webinar, then you can use your main course name for the group's name as well. 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 attributes 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 following easy steps described here. 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.

A typical example of a spreadsheet.

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!