Credentials Complete Guide

Sending credentials has never been easier. Start creating & sending credentials with this guide.

To send a new certificate, simply select the Create & Send New Credential option from the top left menu once you log in to the application. This is where you can access and modify all the necessary steps for setting up a credential campaign..

Change the credential campaign name first.

Now, It's time to create details to your credential.
Details contain all the information regarding the event/course that will be associated with your credential.

Now that you have added the details to your credential, it is time to move on to designing either a certificate or a badge.

You have the option to choose which one you would like to design and send from the Credential Design step. You have the flexibility to design and send either a certificate or a badge, or even both.

Generate an email template to accompany your certificate. This section provides the opportunity to personalize the email that will be sent to your recipients.

Lastly, it is essential to include recipients. Let's test sending this certificate to yourself. Therefore, ensure to add yourself as a recipient with an active email address.

You can also import an Excel file if you need to send this credential to a list of recipients.

Now that you have finished all the necessary steps to send a credential, you have the option to make it private by toggling the Make Private button.

You are now prepared to preview and send your certificate. Additionally, you have the option to send a test certificate to yourself or schedule your credential for a specific time directly from the preview page.

You successfully sent your certificate! Check your email address in a few minutes. You can view your certificate via that email.