Defining Credits, Certificates and Previewing Certificates

Defining Credits, Certificates and Previewing Certificates

How do I Define my Credits and Certificate?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click New Type button
  6. Enter the Credit Name e.g. Attendance
  7. Enter a Certificate Name e.g. Certificate of Attendance
  8. Enter Certificate Max value - the total number of claimable credits
  9. For Certificate Sessions - if only specific session are creditable, then select from within the list that appear here.
  10. Enter Certificate Width = 11 (in inches the dimensions of the certificate width size)
  11. Enter Certificate Height = 8.5 (in inches the dimensions of the certificate height size)
  12. Enter Certificate Padding - in inches the distance of whitespace between the text and background image of the certificate. If  you want the text to be in the middle of the certificate we recommend entering the following values: 
  13. Enter Certificate Background Image - upload a template of the background containing any images and signatures to be used for the certificate
  14. Enter Certificate Content - Customize the certificate text using the [Hot Keys]  and include any required accreditation statements mandated by your credit provider.
  15. Enter Email From Name
  16. Enter Email Subject e.g. Certificate of Attendance
  17. Enter your Email Content
  18. Click Update Credit Type button


How do I preview a Certificate?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click Update button beside the Certificate you wish to view
  6. Scroll down to the Certificate Content field, click Preview button to the left of the field under HOT KEYS
    • NOTE: this should open a window with a PDF sample of the certificate; if this is not working in the current browser you are in, try in a different browser such as Google Chrome or Safari

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