Send Your First Credential

A complete guide to help you send your first credential.

To send a new certificate, simply click on the Create & Send New Credential button located in the top left menu after logging into the application.

You can review and edit all steps for creating a credential delivery from this page

Begin by updating the delivery name.

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.

The details for your credential have been successfully added.

Now is the moment to create a certificate or a badge. You have the option to select which one you would prefer to design and send during the Credential Design step. You can also choose to design and send both a certificate and a badge if you wish.

Create an email template for sending your certificate. This section provides you with the opportunity to personalize the email that will be sent to your recipients.

Lastly, you will need to add recipients. To test the delivery process, consider adding yourself as a recipient with an active email address.

You also have the option to import an Excel file containing a list of recipients to send this credential to.

Congratulations! You have successfully completed all the necessary steps to send your credential. If you wish to keep your credential private from others, simply toggle 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.

The certificate has been successfully sent! Please check your email inbox in a few minutes to view and access your certificate.