How To Create a Campaign?

Sending digital credentials from the Sertifier App is explained step by step.

You can send certificates and badges to individuals by easily creating your own design.  

Go to the Create & Send New Credential option in the Dashboard. You can enter your certificate or badge's name so that you can keep your workspace organized. You can also edit here later. Don't worry, recipients won't see this name.

create new campaign

Next, it is time to to add details to your credential.

These details include all the necessary information related to the event or course that will be linked to your credential. Start by clicking Select Details on the Credential Campaign page. Click Create New Detail to start creating your credential detail.

1.Fill in the Credential Title

Begin by entering the title for your credential. This title will serve as the primary identifier and should clearly reflect the nature of the credential being issued.details1

2.Fill in the Credential Description

Next, provide a detailed description for the credential. This description should convey the purpose, significance, and any pertinent details about the credential to help recipients understand its value and relevance.

details2

3.Add Relevant Skills

  • Search for Existing Skills: Utilize relevant keywords associated with the credential to search for skills within our database. When you add a skill, related skills will also become accessible, offering you additional options that may be pertinent to your credential.details3
  • AI Generated Skill Suggestions: Our AI bot will automatically suggest relevant skills based on the title and description you’ve provided.
    Screenshot 2024-09-17 at 19.24.54
  • Add Custom Skills: If you cannot find a suitable skill, you have the option to add a custom skill. Simply type the desired skill into the search bar. If the skill does not appear in the suggestions, scroll to the bottom of the list and click on the option to add a custom skill.Screenshot 2024-09-17 at 19.27.27

details44.Choose Optional Fields

After adding the necessary details and skills, you can choose to include any optional fields in your credential. These optional fields allow you to further customize the credential to fit your specific needs and requirements.

The optional fields you can add to your credential detail includes: Credential Type, Duration, Cost, Level, Earning Criteria, Expiry Date, and Supporting Documents. 

 

 

After you complete setting your credential details, click Save. The details for your credential have been successfully added.

Next, select a credential design. You can create a new design from the beginning if you do not have any designs, or choose from your existing credential designs.

badge-design-4-mini-sped-up_1

Click Select Email Template to create your email content.

email add 5 mini sped up_1


Upload your recipients after saving the e-mail content you created. Details contain all the information regarding the event/course that will be associated with your credential. Click Select Recipients button to determine to whom you will send the draft you created. Here, you can import recipients from Excel.

Upload Recipient

You completed all the steps. You can make this delivery private to other people by toggling this button. This means that the certificate or badge can not be accessible online unless shared by the recipient. 

make-private-10-mini-sped-up_1


Preview and send your certificate.

send-11_1-mini-sped-up_1/