What is the most efficient and agile way to send certificates in bulk? How to save time and money by using reliable ways of distributing certificates via email? Read this article to find out.
Time is money, right? But even without referring to the famous quote by Benjamin Franklin, we should be all well aware that Internet users are impatient. They expect fast deliveries, quick answers, and obviously, instant gratification. That’s why you should do everything you can to send certificates to webinar attendees, online course participants, course alumni, etc., as fast as possible and in the most effective way.
To help you do that, we created descriptions of three different processes you can follow to send certificates to multiple recipients via email.
1. Emailing certificates automatically using Certifier. It’s free!
If you are looking for the most efficient method of sending certificates in bulk, you should give Certifier a try. It’s an online certificate creator you can use to design, personalize, issue, and send digital credentials and online certificates. Distributing certificates with Certifier is hassle-free and requires minimum effort on your side. Here’s what you need to do - follow these simple steps.
First, issue certificates. You can either design them from scratch or use predefined templates. Read this article to learn how to do it right. When online certificates are ready, create a list of recipients - it’s the same people who attended your webinar, online course, or workshop.
In the second step, log in to the tool you used to organize an online event, download a list of participants, preferably in a CSV file. Make sure that every participant has an email address assigned to their name. In the next step, log in to the Certifier dashboard and go to the Courses tab. Select Create a New Course, add a course, course group, and generate certificates by clicking Issue Certificates. Then, upload a CSV file with a list of participants into the corresponding tab.
In the third step, click Validate. The Certifier system will check whether you provided all information necessary to issue and send certificates. Then select Save and Publish - the certificates you designed and personalized will be sent to the recipients listed in a CSV file to email addresses provided in the file.
As a result, a unique email with a personalized message will be sent as a separate message to every person on the list you uploaded to the Certifier panel. The certificate will be available as a PDF file after the recipient clicks a button in the email.
And that’s all! You can deliver certificates to their recipients in a few simple steps. And with Certifier, you can do it for free or at really low costs.
Here’s how an email with a link to the certificate looks:
2. Semi-manual way of sending certificates using Google Drive Apps
You need to go through a few steps if you plan to send certificates using Google Drive Apps. First, you need to create a dedicated folder where you will save all new certificates. There are at least a few ways to create online certificates using Google Drive. The most popular ones include using a simple Google Doc template, or a more “advanced” solution - Google Slides. Read this post to learn how to do it step by step.
When certificates are ready, go to the main menu of Google Drive and create a Google Form. Customize it and add necessary fields: name, email, course, date, and participant satisfaction questions. Make sure you mark all fields as required.
When you are done with the form, click on the "Responses" tab and click on the Google Spreadsheet icon. Select New and choose Google Sheets from the list. Thanks to that action all form responses will be gathered in a spreadsheet and data of online event participants will be stored in one file.
After participants fill out the form, go to the spreadsheet with all the data collected, select add-ons, choose AutoCart add-on, and follow the manual to send certificates using your Gmail account. You can add or remove job triggers to either send certificates immediately after a user fills out a form, or send certificates at a specified hour.
3. Using an online certificate creator and sending documents separately
There’s a simpler, yet more time-consuming way to send certificates in bulk. First, you can create certificates using an online certificate creator like Canva. Remember that you have to do it manually and enter data by hand, it’s quite a tedious task.
When certificates are ready, you need to download them, create a dedicated Google Drive folder, upload certificates to the folder and make it publicly available to everyone with a link. Then generate a link to the first certificate and paste it into an Excel file. Select a cell with the certificate’s link and drag it over other cells to generate corresponding links to that the last sign in the link changed for each cell using consecutive numbers: 1, 2, 3… Thanks to that action you will get a customized link for every certificate.
Save the Excel file, add columns with the recipients’ names and their addresses and then sync the file with your email client to send emails automatically with personalized content and a certificate link attached to every email.
As you may see, there are at least a few methods to y via email. You don’t need any sophisticated tools or complex software.
We presented the three most popular ways to send an email with multiple certificates because we believe that if something is foolproof and available at your fingertips, there’s no need to experiment with various solutions. And from all the methods listed in this article, Certifier is the most reliable one.
That’s why we encourage you to test this online certificate creator for free and see how it will improve your certificate creation and distribution processes.