--- title: Send Your First Credential description: A complete guide to help you send your first credential. --- [Skip to content](https://help.sertifier.com/send-your-first-credential#main-content) [Create Support Ticket](https://help.sertifier.com/kb-tickets/new?hsLang=en) [![sertifier-logos\_logo-colored-4](https://help.sertifier.com/hs-fs/hubfs/sertifier-logos_logo-colored-4.png?width=175&height=39&name=sertifier-logos_logo-colored-4.png)](https://help.sertifier.com/?hsLang=en) - [Create Support Ticket](https://help.sertifier.com/migration/kb-tickets/new) - [FAQ](https://help.sertifier.com/faq) Open main navigation Close main navigation - [Create Support Ticket](https://help.sertifier.com/migration/kb-tickets/new) - [FAQ](https://help.sertifier.com/faq) - [Create Support Ticket](https://help.sertifier.com/kb-tickets/new) - [Login](https://app.sertifier.com/en/login) [Login](https://app.sertifier.com/en/login) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sertifier.com/?hsLang=en) 2. [Get Started](https://help.sertifier.com/get-started?hsLang=en) 3. [Create & Send Credentials](https://help.sertifier.com/get-started?hsLang=en#create-send-credentials) # Send Your First Credential ## A complete guide to help you send your first credential. To create a new credential campaign, simply click on the **Create Campaign** button located in the left menu after logging into the application. #### ![New Dashboard](https://help.sertifier.com/hs-fs/hubfs/New%20Dashboard.png?width=500&height=314&name=New%20Dashboard.png) 1\. Credential Design Next, choose a credential design. If you don't have any existing designs, you can start fresh by clicking on "Create New Design." Alternatively, you can select from your previously created credential designs. ![Credential Designs List-1](https://help.sertifier.com/hs-fs/hubfs/Credential%20Designs%20List-1.png?width=670&height=424&name=Credential%20Designs%20List-1.png) For comprehensive guidance on creating a credential design, please refer to this detailed [resource](https://help.sertifier.com/credential-design-complete-guide?hsLang=en). #### 2. Details In the Details step, you have the option to select from previously created Credential Details. If you prefer to create a new detail, simply click on **"Create New Detail."** ![Credential Details List](https://help.sertifier.com/hs-fs/hubfs/Credential%20Details%20List.png?width=670&height=423&name=Credential%20Details%20List.png) > **How to Create a Credential Detail?** > > 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](https://help.sertifier.com/hs-fs/hubfs/details1.png?width=670&height=381&name=details1.png) > > 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](https://help.sertifier.com/hs-fs/hubfs/details2.png?width=670&height=380&name=details2.png) > > **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](https://help.sertifier.com/hs-fs/hubfs/details3.png?width=670&height=383&name=details3.png) > > **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](https://help.sertifier.com/hs-fs/hubfs/Screenshot%202024-09-17%20at%2019.24.54.png?width=340&height=70&name=Screenshot%202024-09-17%20at%2019.24.54.png) > **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](https://help.sertifier.com/hs-fs/hubfs/Screenshot%202024-09-17%20at%2019.27.27.png?width=403&height=272&name=Screenshot%202024-09-17%20at%2019.27.27.png) > > ### ![details4](https://help.sertifier.com/hs-fs/hubfs/details4.png?width=231&height=306&name=details4.png)**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. ### 3. Campaign Options In the Campaign Options, you will need to assign a title to your credential campaign. Please note that this title will remain hidden from your recipients. Next, adjust the campaign privacy settings. By setting your campaign to private, access will be limited to you and those individuals with whom you choose to share the credentials. You have the option to modify the social sharing text that will be visible to your recipients. Feel free to include any pertinent hashtags to enhance visibility and engagement. ![Campaign Options-2](https://help.sertifier.com/hs-fs/hubfs/Campaign%20Options-2.png?width=670&height=419&name=Campaign%20Options-2.png) In the Email Templates step, you have the option to choose from your previously created email templates. If you wish to create a new email template, simply click on **Browse Templates \> Create New Email.** For additional guidance on crafting an effective email template, please consult our comprehensive email templates guide. ![Screenshot 2025-02-25 at 14.29.24](https://help.sertifier.com/hs-fs/hubfs/Screenshot%202025-02-25%20at%2014.29.24.png?width=670&height=418&name=Screenshot%202025-02-25%20at%2014.29.24.png) Finally, provide your Sender Name and the Email Subject. If you are utilizing a custom email domain, please ensure that you enter your domain address accordingly. #### ![Screenshot 2025-03-05 at 21.31.37](https://help.sertifier.com/hs-fs/hubfs/Screenshot%202025-03-05%20at%2021.31.37.png?width=670&height=518&name=Screenshot%202025-03-05%20at%2021.31.37.png)4. Recipients ![Recipient Step No Recipients](https://help.sertifier.com/hs-fs/hubfs/Recipient%20Step%20No%20Recipients.png?width=670&height=415&name=Recipient%20Step%20No%20Recipients.png) To upload your recipients, click on the "Upload Spreadsheet" button. You can utilize either an Excel or .csv file for this process. Be sure to include any recipient attributes you wish to add as separate columns in your spreadsheet. Once you have uploaded the file, simply match the attributes accordingly. ![Screenshot 2025-09-25 at 23.35.31](https://help.sertifier.com/hs-fs/hubfs/Screenshot%202025-09-25%20at%2023.35.31.png?width=670&height=421&name=Screenshot%202025-09-25%20at%2023.35.31.png) #### 6. Preview and Send Once your campaign is prepared, you have the opportunity to review the credential pages and associated emails for each recipient you have uploaded. On the **Preview and Send** page, you can: - Set a specific time for your campaign to be sent by utilizing the **"Schedule for Later"** feature. - You can preview the credential by sending a test version to yourself or a colleague using the **"Send a Test Credential"** feature. If you are satisfied with the campaign and have reviewed all details, please click **Send** to proceed with issuing the credentials. ![Credential Page Preview Certificate](https://help.sertifier.com/hs-fs/hubfs/Credential%20Page%20Preview%20Certificate.png?width=670&height=420&name=Credential%20Page%20Preview%20Certificate.png) - [Get Started](https://help.sertifier.com/get-started?hsLang=en#main-content) - [Your Subscription](https://help.sertifier.com/get-started?hsLang=en#your-subscription) - [Create & Send Credentials](https://help.sertifier.com/get-started?hsLang=en#create-send-credentials) - [Track Your Credentials](https://help.sertifier.com/get-started?hsLang=en#track-your-credentials) - [Connect](https://help.sertifier.com/get-started?hsLang=en#connect) - [Account Management](https://help.sertifier.com/account-management?hsLang=en#main-content) - [Organization Settings](https://help.sertifier.com/account-management?hsLang=en#organization-settings) - [Subscriptions](https://help.sertifier.com/account-management?hsLang=en#subscriptions) - [Credential Website](https://help.sertifier.com/account-management?hsLang=en#credential-website) - [Plans & Payment](https://help.sertifier.com/account-management?hsLang=en#plans-payment) - [Analytics](https://help.sertifier.com/account-management?hsLang=en#analytics) - [Privacy](https://help.sertifier.com/account-management?hsLang=en#privacy) - [Utilizing Your Credentials](https://help.sertifier.com/utilizing-your-credentials?hsLang=en#main-content) - [Verifying and Managing Your Credentials](https://help.sertifier.com/utilizing-your-credentials?hsLang=en#verifying-and-managing-your-credentials) - [Sharing and Displaying Your Credentials](https://help.sertifier.com/utilizing-your-credentials?hsLang=en#sharing-and-displaying-your-credentials) - [Using and Customizing Verified Wallet](https://help.sertifier.com/utilizing-your-credentials?hsLang=en#using-and-customizing-verified-wallet) - [General Recipient FAQs](https://help.sertifier.com/utilizing-your-credentials?hsLang=en#general-recipient-faqs) - [Generate Digital Credentials](https://help.sertifier.com/generate-digital-credentials?hsLang=en#main-content) - [Create, Edit and Send Credentials](https://help.sertifier.com/generate-digital-credentials?hsLang=en#create-edit-and-send-credentials) - [Credential Design](https://help.sertifier.com/generate-digital-credentials?hsLang=en#credential-design) - [Credential Details](https://help.sertifier.com/generate-digital-credentials?hsLang=en#credential-details) - [Email Templates](https://help.sertifier.com/generate-digital-credentials?hsLang=en#email-templates) - [Recipients](https://help.sertifier.com/generate-digital-credentials?hsLang=en#recipients) - [Attributes](https://help.sertifier.com/generate-digital-credentials?hsLang=en#attributes) - [Collections](https://help.sertifier.com/generate-digital-credentials?hsLang=en#collections) - [Pathways](https://help.sertifier.com/generate-digital-credentials?hsLang=en#pathways) - [Integrations](https://help.sertifier.com/integrations?hsLang=en#main-content) - 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