Why use certificate?
Certificates are a great way to allow learners to receive formal recognition for completing learning activities/journeys/programmes. This feature can also be used to boost motivation, track qualifications, or meet compliance requirements.
How to enable certificate?
This is a feature which has to be enabled by an admin.
Admins are able to develop automations & reports on certificates that reward learners for completing content.
Once enabled, users will see a "Certificates" tab in their profile on the platform.
How to create a Certificate
Certificates are created in the Content Builder. Navigate to Content > Guidance > Click on "Create content".
You can either:
Design a certificate from scratch
Use one of the available platform templates
Creating a certificate from scratch
Create a child page with the Certificate format
Add the required fields
Field | Definition |
Content ID* | A unique identifier for the activity. Only shown in the Content Builder. |
Portrait checkbox (otional) | The certificate is automatically shown in a landscape format ( 2900 x 2050 pixels). By checking this box the certificate will be shown in a portrait format ( 2050 x 2900 pixels). |
Dynamic text | It is used as placeholder for user information like name, achieved date, expiry date & activity title. When a user is granted a certificate, the right information will be filled in automatically. |
Static text | It is used to add text that will stay the same for all the users (e.g., Certificate of achievement) |
Dynamic image | It is used as placeholder for the image of the user. When a user is granted a certificate, the image he/she/they used on the platform will be filled in automatically. |
Static image | It is used to add images that will stay the same for all the users (e.g., signatures or logos) |
Important
Make sure that the boxes of the text are big enough⚡ You can adjust the boxes in the template.
For dynamic text, make the boxes (much) bigger than the placeholder. Why? If somebody is called Hubert Blaine Wolfeschlegelsteinhausenbergerdorff Sr., you want his name to fit in as well 😉
Is your certificate all done? Save it and push it to the platform.
For setting up the automation go here.
How to translate the title
Translate certificate titles, so that your people receive their certificates in their preferred language. This ensures a personalised experience and better communication within the brand.
You can translate the titles when setting up the automations for the certificate.
Good to know 👀
🎯 Grant certificate based on score
To grant a certificate based on a user’s score (e.g. score > 60%), the activity must be built using a direct exam template.
The score is only calculated when the activity uses an exam format, including smart exams.
This condition can be added in the automation using the "Score" field under conditions.
📌 Important: If the activity is not in an exam format, no score will be available to evaluate, and the certificate will not be triggered based on percentage.