Certificate Management
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      How to set up certificates

      Learn how to enable and manage certificates for issuance based on attendance, points earned, and session watch percentage.

      Overview

      Certificates can be issued based on specific criteria, such as attendance, points earned during the event, or the percentage of sessions viewed. By configuring the certificate settings, event organizers can track attendee engagement and automate the issuance of certificates to qualified participants. 


      How to Enable Certificates

      1. Log in to the event backend as a super administrator.
      2. Navigate to Event Setup >> General tab >> Advanced Settings >> Certificate section.



      3. Toggle on to Enable Attendees to Generate Certificates, making the 'View Certificate' option available in the logout menu. Certificate criteria will be checked in real-time when attendees click 'View Certificate,' and if the criteria are met, the certificate will be available for review and download.



      4. Toggle on to Enable Admins to Generate Certificates, making the 'Generate Certificate' option available in the backend under Participants >> Attendees & Registrants. Certificate criteria will be checked in real-time when the admin clicks 'Generate Certificate,' and if the criteria are met, the certificate will be issued and emailed to the attendee.



      5. Once the attendee or admin clicks on the 'View' or 'Generate Certificate' option, the attendee's name will be added to the certificate. Additional profile attributes, such as CE credits, Company, and Sessions can also be included and printed on the certificate.



        How to Manage Certificates

        1. Log in to the event backend as a super administrator.
        2. Navigate to Menu Options >> Engagement >> Certificate Settings



        3. Organizers or admins can configure different types of certificates based on specific requirements.
          1. Session Watch/Percentage Certificate:
            Automatically issued based on the percentage of a webinar or session viewed by the attendee. For more details, please refer to this sub-article.

          2. Event Website Check-In Certificate:
            Triggered when users log into the event platform through the website. For more details, please refer to this sub-article.

          3. Quiz/Survey Completion Certificate:
            Generated upon the successful completion of event-related quizzes or surveys. For more details, please refer to this sub-article.

          4. Points-Based Certificate:
            Awarded based on the accumulation of points earned from various event interactions. For more details, please refer to this sub-article.

          5. CSV-Driven Custom Certificate:
            Issued by importing and processing external data via CSV files. For more details, please refer to this sub-article.

          6. Event Mobile App Check-In Certificate:
            Automatically awarded to users who check in to events or sessions using the mobile app. For more details, please refer to this sub-article.