Create custom certificate templates to use for events.
Note: Attendance Tracking is an Add-On feature. If you do not see menu choices under the Admin panel for Attendance Tracking and/or Certificate Template Builder, please contact your account manager to discuss adding the feature.
Create a New Certificate Template
Customize Your Certificate Template
Considerations for Combined Attendance and Multi-Session Certificates
Create a New Certificate Template
- Sign-in to the Admin panel
- In the Admin Panel under Attendance Tracking, click Certificate Template Builder
- Click Add Template
- Enter a name for the Template in the Label field
- Click in the template file area to locate and upload a PDF file to serve as the template
- If desired, select Set as Primary Certificate to set this template as the default template
- Click Create.
Customize Your Certificate Template
- Sign-in to the Admin panel
- In the Admin Panel under Attendance Tracking, click Certificate Template Builder
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In Certificate Template Builder, click Customize Look & Feel on the default template
Note: Apps created or converted to Certificate Template Builder v3 after February 2022 have a default template. Apps created before that time with the v3 builder enabled may not have one. If the default template does not exist in an app, a new or existing template can be used instead.
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In the certificate builder, select fields to add from dropdown and click the + button to add it to the template. See Certificate Builder Fields for more information about these fields.
Note: Occasionally, apostrophes will not generate correctly on certificates and in the Certificate Sender Name. For the best results, avoid using special characters in session names. If the apostrophe isn’t saving correctly, delete and re-add the character using the ' key on your keyboard. Additionally, it’s always a good idea to test the PDF and the email delivery.
Set values of any static fields with the appropriate content (e.g. address, time statement, etc)
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Move and/or resize each field as appropriate. Additionally, fields can have their font, font size, color, and alignment changed as desired. Below is a detailed example of placement and style choices that can be used:
Fields highlighted in blue are dynamic fields added from the dropdown menu.
Fields highlighted in yellow are static fields with specific lines of text added.
Fields highlighted in teal have multiple content options depending on the use case. - Click the Save icon to save changes
Certificate Builder Fields
Certificate Builder features a robust selection of fields with dynamic data to simplify the administration of events. These are the Certificate Builder fields along with descriptions and examples.
Certificate Field |
What Will Be Displayed On The Certificate |
Example |
| Attendee / Learner Information | ||
| Full name (first + last) | The attendee's first and last name | John Smith |
| Email Address | The attendee's email address | johnsmith@email.com |
| (Attendee ID Fields) | The associated value of the attendee field | (varies) |
| Program Information | ||
| Program title* | The name of the session (for a single session certificate) or the name of the conference (for a multi-session certificate) | Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit |
| Program location | The session location (not applicable for a multi-session certificate) | Chicago, IL |
| Program date | The session date and start time | February 1, 2023 10:00 AM |
| Fields of Study (FOS) & Credits | ||
| Total credits | The total number of credits that the attendee earned from the session / event. Only the numerical figure will be displayed, no other text. | If the attendee earned 1 Tax Credit and 1 Auditing Credit, this displays as "2" on the certificate. |
| All FOS & credits (single line) | The number of credits and corresponding field(s) of study that the attendee earned from the session/event on a single line | 1 Tax, 1 Auditing |
| All FOS & credits (multiple lines) | The number of credits and corresponding field(s) of study that the attendee earned from the session/event with each field of study on a separate line. | 1 Tax 1 Auditing |
| Single-Session Certificates Only | ||
| FOS # - label only (repeated for each FOS) |
The label of the Field of Study | Tax |
| FOS # - credits only (repeated for each FOS) |
The number of credits of the FOS | 1 |
| Miscellaneous | ||
| Delivery format (default) | The delivery format as either In-Person or Virtual | In-Person |
| Delivery format (NASBA) | NASBA approved language for the delivery format, either Group Internet Based or Group Live | Group Internet Based |
| Issuance date | The date the certificate was created | April 2, 2023 |
| Presenter names (on single line) | The names of the presenters of the session on a single line | Jane Presenter, Joe Presenter |
| Presenter names (on multiple lines) | The names of the presenters of the session with each presenter on a separate line. | Jane Presenter Joe Presenter |
| Special fields | ||
| Static text | A predefined, unchanging text field. | The specified text |
| Logo (from app header) | The header image of the app. | The currently set app header image |
| Image (uploaded) | An image as uploaded | The uploaded image |
*Note: Occasionally, apostrophes will not generate correctly on certificates and in the Certificate Sender Name. For the best results, avoid using special characters in session names and the Program Title. If the apostrophe isn’t saving correctly, delete and re-add the character using the ' key on your keyboard. Additionally, it’s always a good idea to test the PDF and the email delivery.
Considerations for Combined Attendance and Multi-Session Certificates
When using Combined Attendance & Multi-Session certificates, the Program Title, Delivery Format, and Program Location fields are not managed the same way as with single-session certificates.
Set the Program Title
- Navigate to Certificate Configurations & Settings from the admin panel
- Set a program name, then click Save
Delivery Format and Program Location
The delivery format and program location fields are not dynamically populated in combined attendance & multi-session certificates, as these values are session-level and can change over the course of an event. When using combined attendance & multi-session certificates, Conferences i/o recommends duplicating the desired template, then replacing these fields with static text fields.
- To duplicate an existing template, click Duplicate on the template to copy in the Certificate Builder menu
- Provide the duplicate an appropriate name
- Click Customize Look & Feel on the new template, then replace the Delivery Format and Program Location fields with static fields indicating the appropriate values
Video Tutorial