Overview
Certificates can be generated from the Actions button in the registration and submission data tables.
Note: The certificates generator is available from the Advanced plan.
For registrations, one certificate is generated per registrant.
For submissions, one certificate is generated per presenter. If no presenter is defined, the submitter is used instead.
The editor
The certificate generator has an inline content editor allowing you to see the result as you edit. It also allows you to adjust layout and content options.
Page and layout
Format: US Letter
Orientation: Landscape or Portrait
Horizontal alignment: Left or Center
Vertical alignment: Top or Middle
Logos and signatures
Organizers can incorporate institutional branding and official signatures directly into the certificate design.
Logos: You can select to display no logo, 1 logo, or 2 logos. Click a logo to resize it with the zoom slider, or to replace it (Replace logo) with a PNG or JPEG file of up to 100 MB.
Signatures: You can select to display no signature, 1 signature, or 2 signatures. Each signature block consists of a signature line and a text box underneath for the signatory's name or title. The signature line shows either text in a signature font or an image of a real signature:
Click the signature line, then click Upload signature image.
Choose a PNG or JPEG file of up to 100 MB. The image replaces the text on the line.
Click the image to resize it with the zoom slider, change it with Replace, or remove it with the trash icon. Removing the image brings back the text that was on the line.
Content and formatting
You can type any text you want in the main content area.
The formatting toolbar includes:
Six font sizes (three title sizes and three text sizes)
Bold
Italic
Underline
You can insert form variables that will be automatically replaced by the corresponding form values for each registration or submission. The system uses the short label value for variables.
Saved template
Each event has two templates, one for registrations and one for submissions. These two templates are saved when you click Save and continue in the editor.
If you entered an email subject and message in the Distribute step, it is also saved for future use.
If you try to exit the certificates editor with unsaved changes, a confirmation modal appears to warn you that you will lose those changes.
Note: for multi-lingual events, there isn’t a separate template for each language. Each event has only one template for registrations and one for submissions.
Preview
The preview mode allows organizers to review each individual certificate before distributing.
You can browse certificates by scrolling or searching by name.
When you click on a name, the preview scrolls directly to that certificate.
If there are issues, you can filter to show only certificates with problems. (See Issue Detection below)
Distribution
Once all overflow issues are resolved, click Save and continue to go to the Distribute step, where you can choose one of two methods:
Send by email
Define the Subject and Message of the email.
Certificates are sent individually to each recipient with an attachment.
Download PDF
Generates one PDF file for each certificate.
The PDFs are sent in a .zip folder to your email when it is ready.
Issue detection
The system checks for issues whenever the certificate is saved and lets you know if something needs to be adjusted.
Issues can occur when:
Empty Variable Value: This occurs when participant variables are missing or unresolved. You can still generate certificates with missing data. The certificates display a - placeholder instead of blocking the generation process. A Missing information found alert on the Review & confirm step warns you of empty variables and provides a link to review the affected certificates.
Content Overflow: This occurs if the content, particularly a long variable value, exceeds the certificate's border or the designated text box area.
You can filter to see certificates with an issue.
Confirmation
The final step, Review & confirm, shows:
The distribution method.
How many certificates will be generated.
How many recipients (participants or presenters) it covers.
Review these totals, then click Send email or Generate PDF.
Frequently asked questions
Is it possible to generate the certificate of only one attendee or specific one?
Yes, this is possible. You can select one or more registrants and click on Generate certificates. This will generate only the certificates for the selected registrants.