Conference Tracker: How do I create certificates?

Conference Tracker: How do I create certificates?

INTRO


In the Certificates section, you can design Certificates of Attendance for your attendees. The Certificates of Attendance are a summarized report of each session an attendee successfully attended and earned credits for. These Certificates are highly editable, in this article we discuss how to create new certificates.

STEP BY STEP

1- Go to Certificates--> Design Certificates:



2-In the Certificates list click "Create":




3-Enter basic information about the certificate:

    3.1- Enter the name of the certificate(this is a mandatory field).
    3.2- Enter a description(this is optional but recommended).
    3.3- Click Save & Design to enter the certificate designer, or you can opt to just save changes and complete the design later.



4-Select if you need to design the certificate from scratch, or use a template.


      4.1- To design the certificate from scratch without using templates click "Show Certificate Designer".
      4.2- To use a template and customize it as needed then select a template from the list. 



This is where you can fully customize your Attendees certificates or just choose from several preset templates. When you first press the blue Create button to create a new certificate, you will be shown a selection of different templates for you to use. These are great starting points for your certificate building. You can choose to not use a template as well by clicking on the Show Certificate Designer button at the top of this page.

Once you have picked a starting template, you will be taken to the Certificate Designer page. You will see a few different sections on this page, but your main work area will be the Design your Certificate, which works like a canvas. Here, you will see a live representation of what your certificate will look like. Anything added or edited will be managed through this section of the screen.

5-Design the certificate:

In order to design the certificate, we use the Toolbox which appears on the right of the "Certificate Designer". The toolbox allows you to add fields and images to your Certificate. You will be able to add:
  • Text: Create a box in your certificate where you can enter text. You can also use keywords on these textboxes to pull data from your account. (More information about keywords can be found below.)
  • Image: This will allow you to insert an image into your certificate.
  • User Photo: This will add a user's profile photo. The user must have a profile photo uploaded to their account.


There are 4 options you can do when you have any of the above items (images, text boxes, etc.) selected.

  • Move: To do this click anywhere on the item. Once it has the focus click and drags it anywhere on the canvas.
  • Resize: To do this, simply click and drag on any of the edges of the field box. When you hover over any of these edges, your mouse cursor will change to an arrow shape.
  • Copy: By clicking on any of the fields in your canvas, you will see two buttons pop up towards the right end of the field. The first button will be your Copy button. Clicking on this button will copy your chosen field box as a new field.
  • Remove: By clicking on any of the fields in your canvas, you will see two icons pop up towards the right end of the field. The second button will be the red Remove button. Clicking on this button will delete your chosen field box.

The text box field can accept different keywords in order to help you maximize your Certificate efficiency. These keywords can pull data from your conferences, such as "Attendee Names" or "Conference Dates". Here is a list of accepted keywords:

  • User Keywords
    • $FirstName$$LastName$, or $FullName$: Displays the name of the Attendee.
    • $Title$ & $Company$: Displays the Position and Company Name of the Attendee.
    • $PhoneNumber$$Email$$StreetAddress$$City$$State$, & $ZipCode$: Displays additional information about the attendee.
    • $UserCustomFieldN$: (N=1-5) Displays the custom fields you uploaded or entered for each attendee.
    • $Workshops$: Displays a list of all workshops this attendee went to at this conference.
    • $Credits$: This shows the total number of credits the Attendee received.
    • $AttendanceMinutes$: This shows the total number of minutes an attendee has been in sessions for.
  • Conference Keywords
    • $Conference$: Displays the name of the Conference.
    • $Date$: Display the date the certificate was earned.

You can also use basic operations on your transcripts using Text Fields. You can begin writing an expression with ${ and $} to end it. The operations you can use are:

  • SUM: Addition
  • SUB: Subtraction
  • MUL: Multiplication
  • DIV: Division

For example, the expression 3 + 2 would be translated to ${ SUM(3,2) $}. You can group expressions as well, so (4 - 2) * (3 / 3) would be ${ MUL( SUB(4,2), DIV(3,3)) $}. It is also possible to use keywords in combination with these expressions. The expression ${ DIV($AttendanceMinutes$, 60) $} will return the number of minutes an attendee has been in a session for divided by 60. You can only use keywords in expressions if the keyword uses a number.

After entering the expression, the textbox will display the answer to the expression on the transcript when they are printed.

Certificate Settings

Under the Toolbox section, you will find the Certificate Settings. This section includes general settings for your certificate, such as:

  • Size and Orientation: This setting will allow you to change the size and orientation your certificate will be generated in.
  • Show Border: This will add a border around your entire certificate.
  • Background Color: This will change the color of the background of your certificate. If you have an image as your background or choose one of our templates, this will not change anything on your certificate. You would have to remove your background image/template image in order to take advantage of this option.
  • Background Image: This will add a background image to your certificate. If you chose one of our templates, the background design will be a background image and will show in this setting. You can upload any image from your computer as a background image by clicking the Upload button, or you can remove any placed image by clicking the Remove button.


Selected Control

Under your canvas, you will see a section titled Selected Control. This section shows which field on your canvas you currently have selected. Below this section, you will see extra settings that specifically tie to your chosen field box. To change which field box you have selected, you can either click on any of the field boxes on your canvas or choose from the drop-down menu in the Selected Control section.



As previously mentioned, each field box has extra settings that pertain to that field only:

  • Text Box Settings:
    • Text: This setting will allow you to change what is shown in your Text Box. You can use plain text, keywords or basic operations in this setting.
    • Font Size: This will change the size of the text displayed in your Text Box.
    • Font: This will change the type of font displayed in your Text Box.
    • Text Alignment: This setting will allow you to choose a different alignment style for the text displayed in your Text Box. You can choose it to be aligned to the left side of the Text Box, the right side of the Text Box, or centered.
    • Font Color: This setting will change the color of the text displayed in your Text Box.
    • Background Color: This setting will change the background color of your Text Box. You can also press the Make Transparent button below this setting in order to make the background color transparent.
    • Style: With this setting, you can toggle your text to be BoldItalic, or Underlined.
See an example screenshot here:

  • Image Settings:
    • Upload: The Upload button allows you to upload an image from your computer to be used in this Image Box.
    • Remove: The Remove button allows you to delete the image you have uploaded. The Image Box will remain, just the image itself will be cleared out.
See an example screenshot here:

6- Finalize the design.

Be sure to click the Save Changes button at the bottom of the page when done editing!


7-Watch a short GIF video on how to create a very simple certificate with 2 text fields, 1 image field, and 1 user photo.





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