How to Set Up and Configure Completion Certificates for Participants
Recognizing the dedication and commitment of your event attendees with certificates of participation or completion is a meaningful way to show appreciation and enhance their experience. Our platform's automated certificate generation feature allows you to easily design personalized certificates and send them directly to your attendees via email. This guide provides a comprehensive walkthrough of the process to create and distribute these certificates.
Design the certificates
Being by Log-in to your account > Event set up > Advanced settings > Participant certificates > Create certificates.
Certificate Name
In the Certificate name field, enter a descriptive name for your certificate. This name will be printed on the certificate itself and helps attendees identify it (e.g., "Certificate of Completion," "Certificate of Attendance," "Workshop Participation Award")
Select the design
Choose from the available pre-designed templates that best suit the style and theme of your event.
A quick preview of each template is available on the right side of the page, allowing you to easily visualize how your certificate will look. Select the template that meets your needs.
Organization name and Logo
Organization name: Enter the name of your organization. This will typically be displayed at the top of the certificate.
Logo: You can upload your organization's logo to add a professional touch to the certificate. These fields are optional but highly recommended for branding.
Customize certificate text
Text above name: Type the text you want to appear above the attendee's name. This is often used for phrases like "Awarded to" or "Presented to."
Text below name: Add any additional information you want to display below the attendee's name. This could include details like the event name, date of participation, or a brief description of the achievement.
Include issuer's name and signature:
- Issuer's Name: Enter the name of the person or entity issuing the certificate (e.g., Event Organizer, Instructor, Company Name).
- Signature: You can upload a digital image of the issuer's signature. Note: The platform requires you to include the issuer's name if you are adding a signature; you cannot display the signature alone.
- You have the option to include up to two issuer names and signatures per certificate, which can be useful for events with multiple organizers or presenters
Customize the certificate email content
When the certificates are generated, they will be sent to attendees via email. You can customize the content of this email to provide context and instructions.
Email Subject Line
Craft a clear, concise, and engaging subject line that informs attendees about their certificate. A well-written subject line increases the chances of the email being opened.
Example for Subject Lines:
- "Your Certificate of Completion for [Event Name]"
- "Congratulations! Here’s Your Certificate for [Event Name]"
- "Thank You for Attending [Event Name] - Your Certificate is Attached"
Email content
The email content should be professional, express gratitude, and provide any necessary instructions for accessing or printing the certificate. The certificate will be attached as a file to this email.
Ideas for email content:
- Start with a personalized greeting
- Acknowledgment of Participation
- Briefly explain what the certificate represents (e.g., completion, participation, excellence).
- Inform the attendee that the certificate is attached to the email and any steps they should take to access it.
Select recipients
Choose recipient scope:
All Attendees - Indicate whether you want to distribute certificates to all attendees who registered for the event.
Only specific ticket holders - Alternatively, you can choose to send certificates exclusively to attendees holding a specific ticket type. This is useful if certificates are only relevant for certain participation levels or workshops.
Only checked-in attendees- Send certificates only to the attendees who has checked-in for the event.
Scheduling certificate emails
You have three options for scheduling when the certificate emails will be sent to attendees:
Send now: Choose this option to immediately generate and dispatch the certificate emails to the selected recipients.
Send on completion of post-event survey: Select this option if you want to send certificates automatically after attendees have completed a post-event survey. This can encourage survey participation.
Send on: Choose this option to schedule the certificate emails to be sent on a specific date and time in the future. This allows you to control the timing of the certificate delivery.
Preview email: Before sending the certificates, use the Preview email option to review the email that will be sent to attendees. This ensures that the subject line and email content are accurate and well-formatted.
As you fill out the information on the certificate template page, you can see a live preview of the certificate on the right side of the page. This ensures that the certificate looks exactly how you want it before finalizing.
By following these straightforward steps, you can easily create and send professional, customized certificates to your event attendees, providing them with a valuable memento of their participation and enhancing their overall event experience.
For further assistance or if you have any questions, please contact our support team at help@eventzilla.net.