Awarding Certificates

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Whether you're awarding credits or simply acknowledging completion, send attendees a link to their certificate so they can prove they put in the work, or at the very least, have something they hang on the refrigerator.


1 Design the certificate. Begin by selecting your Flex event. From the left-hand navigation, click Attendees, then Badges and Certificates. Use the Badges and Certificate designer to create and save your certificate.

2 Let registrants access their certificates. Still in the Designer tab? Click the tab to the left, Details. If you're returning later, click the name of your certificate and the Details tab will open by default.

Click Edit.

Scroll down to the Self-Printing section and determine who can download and print their certificates: everyone who registered, only those marked as participants, or both.

Click Add Registration Types..., check the boxes beside the registration types that should receive certificates, then click OK.

 
NOTE: Each registration type can only be associated to one certificate. If you do not associate a registration type to a certificate, the attendee will receive an error when attempting to access their certificate.

Click Save.

3 Email a link to the certificate. From the left-hand navigation, click Email, then Event Emails. If you have multiple invitation lists, select one. Click the name of your email or start a new one.

 
NOTE: Often, planners like to send the certificate after a registrant has completed the Feedback Survey. To do this, create a custom email and select the audience type Attendees who completed all their feedback surveys.

Click Design Email.

On your canvas, click the widget you want the certificate to appear on. If you haven't added the widget yet, click Build to the right of the canvas, and drag and drop the widget onto the canvas.
In the text section, click the User-added image, and search for "Certificate."

 
 User-added image
 
Click the data tag you want to add.

Click Preview to view your email as an invitee would, then click Save.

 

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