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How to Create a Membership Certificate Template
How to Create a Membership Certificate Template
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Written by Daina
Updated over 11 months ago

To get started with certificates:

  • Go to Memberships from the left bar (in a location) > Certificates

Create a template

To start creating a certificate template:

  • Click on New

  • To create a template, choose Certificate Templates or Blank Certificates

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Choose an existing template

To create a template, choose from the existing templates:

  • Select a template

  • Click on Confirm

  • The template is ready to use


Create a template from scratch

To create a template from scratch:

  • Click on Blank Certificates

  • Start creating from scratch

Editing Templates

To edit a template, there are various elements to use:

1. Layout:

  • To choose a layout, click on Layout, and choose between Portrait or Landscape

  • Once selected, you can choose frames for both the layouts, respectively

  • To remove a frame, click on the same frame again (from the right bar)

Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits.


2. Background:

  • To choose a background, click on Background

  • Choose the colours

  • Upload an image as a background or enter the image link to upload

  • Choose the opacity of the background image or colour by using the opacity slider

  • To choose a pattern as a background image, click on Patterns and choose a pattern. Then choose the colour of the pattern.

3. Header

  • To add a header, drag and drop the Header element to your template and start editing the text after selection

  • Elements can be cloned or deleted by clicking on the copy and delete icons

  • Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etc. from the top bar after selecting a text

  • To resize, move the blue dots of the text box

4. Text

  • To add a text, drag and drop the Text element to your template and start editing the text after selection

  • Elements can be cloned or deleted by clicking on the copy and delete icons

  • Choose Font Styles, Font Size, Font Type (Headings, Paragraphs, etc..), Font Colour, etc. from the top bar after selecting a text

  • To resize, move the blue dots of the text box

5. Image

  • To add an image, drag and drop the Image element to your template

  • Upload an image or add the image link to upload

  • Choose the opacity of the background image by using the opacity slider

  • To resize, move the blue dots of the box

6. Badge

  • To add a badge, drag and drop the Badge element to your template

  • Choose a badge with from the options by clicking on it

  • To resize, move the blue dots of the box

7. Signatures

  • To add a signature, drag and drop the Signature element to your template

  • Choose a badge with from the options by clicking on it

  • Choose the signature styles after selecting the signature

  • To resize, move the blue dots of the box

Preview and Save a template

  • To preview a template, click on Preview

  • To save a template, click on Save

  • Before saving a template, enter a relevant name for your certificate from the top section

Saved Templates

  • Once saved, click on Back

  • Saved templates are visible under the Template tab

  • From the three dots, choose to Preview, Edit or Delete a template
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