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 area for Attendance Tracking and/or Certificate Template Builder, please contact your account manager or [email protected] to discuss adding the feature.

TABLE OF CONTENTS

• Create a new template
• Customize a Single-Session Certificate
• Considerations for Combined Attendance & Multi-Session Certificates
  • Program Title
  • Delivery Format and Program Location
• Video Tutorial

Create a new template

1. Sign-in to the Admin panel
   
   
2. In the Admin Panel under Attendance Tracking, click Certificate Template Builder
   
   
3. Click Add Template
   
   
   
4. Enter a name for the Template in the Label field
   
   
   
5. Click in the template file area to locate and upload a PDF file to serve as the template
   
   
6. If desired, select Set as Primary Certificate to set this template as the default template
   
   
7. Click Create

Customize a Single-Session Certificate

1. Sign-in to the Admin panel
   
   
2. In the Admin Panel under Attendance Tracking, click Certificate Template Builder
   
   
   
3. 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.

   
   
4. In the certificate builder, select fields to add from dropdown and click the + button to add it to the template.
   
   
   

   Note: See Certificate Builder Fields for more information about these fields.

   
   

5. Set values of any static fields with the appropriate content (e.g. address, time statement, etc)

   
   

6. 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.
   
   

   Label	Content	Styling
   1	Sponsor name/logo and address	Name: Upload image or header image Alternatively, use 25 pt Helvetica for company name Address: 10 pt Helvetica, center aligned
   2	First Name / Last Name	25 pt Helvetica, center aligned
   3	Program title	25 pt Helvetica, center aligned
   4	Fields of Study (Single Line)	12 pt Helvetica, center aligned
   5	Program date	12 pt Helvetica, center aligned
   6	Program location	12 pt Helvetica, center aligned
   7	Delivery Format (default)	12 pt Helvetica, center aligned
   8	Credits with unit label	Credits: 12 pt Helvetica, right aligned Label: 12 pt Helvetica, left aligned
   9	Admin Signature	25 pt Stylized Signature, center aligned Alternatively, upload image of admin's signature
   10	Registry Sponsor ID	9 pt Helvetica, center aligned
   11	Registry time statement	10 pt Helvetica, center aligned

   
   
7. Click the Save icon to save changes
   

Considerations for Combined Attendance & 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

1. Navigate to Certificate Configurations & Settings from the admin panel
   
2. 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.

1. To duplicate an existing template, click Duplicate on the template to copy in the Certificate Builder menu
   
2. Provide the duplicate an appropriate name
   
3. 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

Can't access YouTube? Click here to watch this video on Vimeo instead.