Certificates

This is where you can design, print, and/or even e-mail certificates for the conference.

View / Edit

You'll be able to see all of the certificate designs you've created on this page. You can create as many certificate designs as you'd like. To design a new certificate, click on the blue Create Certificate button. You can give your certificate design a name and a short description. These options will appear on the right side of your certificate when you create one:

  • Design: This will take you to the certificate designer for the certificate. If this is your first time designing a certificate, you will be taken to a templates page, where you can choose a template for your certificate.
  • Print: This will take you to the printing page with the specific certificate design already selected.
  • Email: This will take you to the email page with the specific certificate design already selected.
  • Delete: This will remove the certificate from the list.

Design Your Certificate

This is where you can fully customize your Attendees certificates or just choose from several preset templates.

On this screen you can design the certificates for your Attendees. Using the following sections:

Toolbox

  • Size and Orientation: This option allows you to change the certificate from “Portrait” to “Landscape” using “A4” or “Letter” sizes.
  • Add Text Button: Create a box where you can enter text.
    • Font Size: Adjust the size of the text.
    • Font: Adjust the type of the font used in the textbox.
    • Alignment: Aligns the text with in the box area you draw.
    • Style: Bold, Italic, and Underline options.
    • Font Color: Adjust the color of the text.
    • Background Color: Adjust the background color of the textbox area.
  • Add Image Button: To add images to canvas the certificate.
    • View Original: This opens the image in a separate tab/window so you can see the original size/image.
    • Select: Use to select the location and file of the image you want to insert.
    • None: Use this to remove all images from the image box.
  • Select Control This is used to select a part of the Certificates you want to edit and if selecting the boxes on the designer it lets you know what is the current item selection. A drop-down list shows all the elements that make up your certificate.
  • Canvas Properties
    • Background Color: Select the color you want your background. Click on the white box, and it will display a picture with all the colors you can change it.
    • Background Image
      • View Image: It will open a new window showing the image of the certificate created.
      • Change: You can upload an image that resides on your computer. You can upload any normal image file type such as .JPG and .PNG. The recommended image size to upload is 1200×900 pixels at 300 DPI.
      • None: Removes any background image upload.

Use these keywords in any text box:

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.
  • $Credits$: Shows the total number of credits the Attendee received.
  • $AttendanceMinutes$: 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.

Basic Expressions

It's possible to use basic operations on your transcripts using Text fields and Tables. 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.

Selection Options

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

  1. Move: To do this click anywhere on the item. Once it has the focus click and drag it anywhere on the canvas.
  2. Resize: To do this simply click and drag the gray arrow located on the bottom-right corner of the box. Note: you cannot make the box larger than the canvas size.
  3. Edit: To do this double-click the textbox or table and this will allow you to change the text. Note: Images do not have this option as they have this option in their properties. additionally there is not an image editor in this designer so this means you'll have to edit the image outside of the Conference Tracker website before uploading them.
  4. Remove: Simply click the red ball in the top-right corner of the box.

Finalize the design

Be sure to click the Save button at the bottom of the page when done editing or click the From Templates button to start over.

As an administrator, you may want to directly download the certificates to printout and handout to the Attendees. You can download it individually or all.

  • Select the certificate design from your list of saved designs using the drop-down menu next to Certificate Design. This is the design that will be printed. You can also generate all certificates for a certain Group by searching for the group using the Members of text field. You can print by a specific role as well by selecting the role from the Users with roles box. Select multiple roles by holding Ctrl and clicking. You can send certificates to attendees in a certain session using the Users who attended field.
  • Enable the Exclude attendees with no credits earned checkbox to only generate certificates for attendees who have earned credits. Enable the Only give credit to a session if the attendee completes its evaluation survey checkbox to only give credit to attendees who have completed the survey for a certain session through the Attendee app.
  • To print all certificates click on Generate all Certificates under section Download all certificates and wait until the bottom section of the screen with the message Your certificates are ready, click on View Certificates to download.
  • To print only a single certificate click on Generate Certificate under section Or, only one certificate and wait until the bottom section of the screen with the message Your certificates are ready, click on View Certificates to download.

Once the certificates have generated a link should appear to View Certificates.

E-mail Certificates

You can send certificates via email to multiple or a single Attendee.

  • Select the certificate design from your list of saved designs using the drop-down menu next to Certificate Design. This is the design that will be emailed. You can also generate all certificates for a certain Group by searching for the group using the Members of text field. You can email by a specific role as well by selecting the role from the Users with roles box. Select multiple roles by holding Ctrl and clicking. You can send certificates to attendees in a certain session using the Users who attended field.
  • Enable the Exclude attendees with no credits earned checkbox to only generate certificates for attendees who have earned credits. Enable the Only give credit to a session if the attendee completes its evaluation survey checkbox to only give credit to attendees who have completed the survey for a certain session through the Attendee app.
  1. To e-mail all certificates, click on Generate all Certificates
  2. To send to a single Attendee must type the name of the person. Then click on Generate Certificate.

For both forms to send the certificates you need to follow the final steps where you can review the certificate and send.

  • If you need to verify the information on the certificate being sent is accurate, click on the attendee's name displayed on the review section before sending the certificates.
  • Click on Email Certificate to send the certificate in section Send them by email.

Once you have entered your attendee to e-mail the certificate the next screen looks like this.

Once you hit Email Certificates the certificates will go out as is, so please review them.

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