How to Send Manual/Offline Certificates

Step 1: Navigate to Certificates

  • Log in to your account.
  • From the dashboard, select "Memberships" from the menu.
  • Click on "Certificates" to access the certificate management area.

Step 2: Choose or Create a Certificate Template

  • You have the option to select an existing certificate template or create a new one from scratch.
     

Step 3: Send the Certificate

  • Once you've chosen or created your certificate template, click on the "Send" button.
  • You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New".
  • After entering the required information, click "Send".


Step 4: Certificate Delivery

  • An email will be dispatched to the learner containing a link to download their certificate in PDF format.
     

Step 5: Tracking Issued Certificates

  • To view a record of all certificates you've sent, navigate back to "Memberships" > "Certificates" and select "Issued Certificates". This section provides a comprehensive list of all certificates issued, allowing for easy tracking and management.