How to use course certificates

You can easily print course certificates or send them to your attendees by attaching the course certifcate as a file to an email message. This way each attendee will get an individual course certicate that mail merges with e.g. their name. 

You can use the default templates from EasySignup or you can create your own template.

We recommend that you create your own template, in order to customize the text to suit your needs. 

Note: To be able to print or attach the course certificates to an email, the event must be set to collect information about all attendees. 

  • To create a course certificate, go to Events -> Course certificates 

  • You will now see an overview of the available course certificates on the account. The first two course certificates are the default templates for EasySignup.

  • Click "Create new course certificate" to create your own certificate. The template will be available for all events on your EasySignup account. 

  • On the page where you create the course certificate, you will find a number of elements to customize:
  1. Name the course certificate. 
  2. Design: Choose between portrait and landscape format. 
  3. Headline of the course certificate.
  4. The line with the attendee's name. 
  5. Line with the end date for the completed course.  
  6. Subheading.
  7. The main text.
  8. Signature fields (2 lines).
  9. Select a graphical element. You can choose between "Logo", "Rosette", "Star" or "No graphical element". 
  10. Mail merge options: Using mail merge will make it easier to use the course certificate for different events. We recommend that you keep the mail merge [name] to merge with the attendee's name and [event_title] to merge with the event title. 
  11. Select an event to see a preview for a specific event. 
  12. Select an attendee to see the certificate with a specific attendee.
  13. Click "Update example" to update the preview.
  14. Click "Download example as PDF" to see the course certificate in real size. 
  15. See a preview. Note, that the actual course certificate may change depending on e.g. the length of the title of the individual event.
  16. Save the changes at the bottom right. 

Once the course certificate is saved, it will be possible to use the certificate on all events on the account. However, the certificate will not be used unless something is actively done. 

You can print the course certificate, and you can attach the certificate when sending a message to your attendees from EasySignup. See how below. 

Note: You can only use course certificates for an event, if all necessary attendee information has been collected for all attendees. This way, you can avoid having blank fields on the course certificate. If not all information has been collected, you will be informed when printing or attaching the course certificate to an email to the attendees.

Print course certificates

  • Start by going to the event status page.
  • Find the "Print" section and click "Course certificates":

  • Select the course certificate you would like to print. You can choose between system templates from EasySignup and templates created for your account.
  • Once you have selected the course certificate you want to print, you can see a preview of the selected certificate.

  • Click "Download course certificates" to download. You can then print the certificates to get a certificate for each of the registered attendees.

    Attach the course certificate as an email message to the attendees

  • Start by going to the event status page.
  • Find the section "Messages to attendees" and click the button "Contact attendees": 

  • Then select email:


  • Select the course certificate you want to attach to the email message to the attendees.
  • Once the message is sent, each attendee will receive an individual course certificate attached to the message.

 

Introductory Videos

We've made a series of videos showing you how to use EasySignup.

Watch introductory videos

Frequently Asked Questions

Whether you are a participant or an organizer, some of the questions you might have about the IT-system are answered here.

Read the answers

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support@easysignup.com

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