Overview
Certifications let you recognize reps when they finish a course. You can design one in our builder or upload one yourself. Once added, a certification is automatically awarded to a rep when they complete the course.
Note: As with creating and managing all Courses, adding certifications requires Admin or SuperAdmin permissions.
Building a Certification
Step 1: From within your course, click on the Admin tab
Step 2: Find the Certifications sub-tab
Step 3: Click Add Certification
Step 4: Choose to upload an existing one created from a different course, or create one from scratch.
Step 5: Give it a name and then either upload an image or use our certificate maker.
Certification Maker
The Certification Card is the main body of the certificate. You can customize it with the design panel.
Card Design Settings
Setting | What it does |
Text color | Sets the color of all text on the card |
Background | Sets the card's background color |
Rounded corners | Adjusts the corner radius of the card |
Border | Adds a border and lets you set its color |
Shadow | Choose from None, Soft, Strong, or Retro |
Label text | Toggle the small label (e.g. "YOU EARNED") on or off |
š” Tip: use the {{assignee.name}} dynamic field in your headline (e.g. "Bravo! {{assignee.name}}") to automatically personalize each rep's certificate with their name.
Badge Design
The badge is the icon that sits at the center of the card. You can customize:
Setting | What it does |
Icon | Choose from the icon library (e.g. a trophy) |
Icon color | Sets the color of the icon |
Background | Sets the badge's background color |
Rounded corners | Adjusts the corner radius of the badge |
Shadow | Choose from None, Soft, Strong, or Retro |
Uploading Your Own Certification
If you'd rather use a certificate you've already designed elsewhere, you can upload your own file instead of using the builder.
Saving Your Certification
When you're done with the builder (or have uploaded your own image), you'll be taken back to finalize your new certificate. Select the courses you want it to be applied to and remember to hit Save on the top right!
You'll find it listed out and can archive or create new ones if you'd like.
