The second step to setting up certified learning is to create a new Badge and assign a certificate to it.

To begin:

  • Log into your PageTiger account

  • Select Documents from the main menu, followed by Settings

  • Now select Badges

  • Select the green Add button.

Details tab:

This is where you will enter the main details about the badge you are creating.

  • Enter a name for the badge - be sure to make it clear and concise so you know what it relates to

  • A description can also be entered if needed - This can be useful for providing more information about the badge and what it will be used for.

  • If any expiry date placeholders were used in your certificate design, the dates can be entered here. These will pull through and be populated on the certificate once it is generated.

Certificate tab:

This is where you will select your certificate and complete further details about who it will be sent to.

  • Select the Certificate tab

  • Select the Folder/Document and Version to find and select the certificate you wish to use. A preview of the certificate will display so you can be sure it is the correct one.

Further options can now be completed:

Enable Download

Tick this option if you would like the user to be able to download a copy of their certificate from their reader account. Find out how to do this here.

Filename

Use this field to specify a name for the PDF file that is generated. This can be useful to help ensure the reader knows what the file is in relation to.

Internal Email

  • Email Address
    Complete this field if you would like an email address of your choice to receive a notification when a reader is awarded a certificate. This can be useful if you need to keep track and audit the certificates being generated.

  • Custom Email Fields

    Tick this box if you would like to enter a custom message for the email that is sent to the internal user. Placeholders can be added to pull through information from the certificate that is generated, for example, Full Name or Team.

User Email

  • Email to User

    Select if you would like the reader to receive an email notification containing a PDF of their certificate. This can be useful if they need to keep and save a copy or print it.

  • Custom Email Fields

    Tick this box if you would like to enter a custom message for the email that is sent to the user. Placeholders can be added to pull through information from the certificate that is generated, for example, Full Name or Team. Doing this can make the email more personal to your user and include important detail that they may require.

Placeholders

Any placeholders that you have added to the certificate will display here.

They can be left empty which will allow the reader to fill them in before their certificate is generated.

Or you may prefer to enter some or all of the values. This can be useful if you have designed a generic certificate, as you can populate things like 'course name' here.

Save

Once you have created your badge/certificate you are ready to save and move on to step three.

Top tip!

This feature can be used for so much more than just certificates. Why not design a drinks voucher or parking pass? This could be generated and issued to your reader making it available for them to print or display on their phone ready for when they need to use it.

Other articles in the ‘Badges & Certified Learning’ series

Settings FAQs

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