Certificates of Completion

Corsizio provides you with the ability to offer Certificates of Completion to attendees who have paid in full (if applicable) after the event has ended and have attended the event. This means that attendance must be toggled on in order for a certificate of completion to be granted. These certificates are auto-generated and sent to attendees selected by you through Corsizio. The certificates can be customized in several ways, which will be described below.

In this article

Configuring Certificates of Completion by Account

To enable this feature, follow these steps:
  1. Go to your account Settings, then select Configurations, and then Certificate Setup on the left side.
  2. Enable the certificate feature by checking the box "Enable the certificate of completion feature for this account" and choose whether you would like to enable the "Prompt to grant and send certificate when taking attendance"
  3. Go through the Certificate of Completion Setup to customize the certificates for your account.

Certificate of Completion Customization Options

The following customizations apply account-wide to all of your events.
1. Border Color
You have three options here. You can choose a border color from the dropdown color options; you can put in your own custom color using a hex code number; or you can check the "hide" box to have no border on the certificate.
2. Background Color
You have two options here. You can choose a background color from the dropdown color options or you can put in your own custom color using a hex code number
3. Mandatory Text Information
The attendee name and the event name will be generated automatically for each certificate by Corsizio. You have the option of customizing the title of the certificate and subsequent lines of information with your own terminology. 
You also have the option to add in an event subtitle or use this area for any other pertinent information that you would like to show on the certificate, right below the event name. Normally, you should leave this account-wide setting blank and override it per event (see instructions below). If you need to have the information from one of your event registration custom fields to be visible on the certificate, just below the attendee name, then contact our support and we can inject this for you.
4. Signature Image
You have the option to upload a signature image to be displayed on your certificates. If you do, this will replace the section that includes the instructor/contact name and "granted by" label. Image files must be a JPG, PNG, or GIF, and be under 5MB. For best results upload a PNG format with a transparent background so it can blend in perfectly with the background of the certificate. 
5. Brand Logo
You have the option to upload an image of your brand logo to be displayed on your certificates. If you don't provide an image, then the brand logo image that is configured for your account will be automatically used. If you don't want a brand logo on your certificates, you can use this area for another image, like a seal or stamp image, or upload an image of additional text that you would like displayed on the certificates. Image files must be a JPG, PNG, or GIF, and be under 5MB. For best results upload a PNG format with a transparent background so it can blend in perfectly with the background of the certificate. 
6. Optional Text Information
You also have the option to include any other information (up to 400 characters) that you would like displayed on all the certificates near the bottom. Examples for this area include certification instructions, legal information, location of granting facility, etc. 

Customizing Certificates of Completion by Event

In order to customize the certificates of completion for a specific event, you must have enabled the account-wide Certificate of Completion feature. Then, as part of Step 5 — Filters & Settings, you will have an option to " Customize some Certificate of Completion settings for this event" as follows:

This event customization is automatically enabled, but will only show on the certificate if you fill it in with some of your own text to serve as the event subtitle.

Granting Certificates of Completion

Certificates of completion can only be granted if:

  • The event has already started or finished
  • The attendee's registration does not have a pending payment amount on it
  • You have enabled this feature from within your account Settings (described above)
When these three conditions are fulfilled, you can grant certificates of completion to your attendees from within the Event Attendees list and each Attendee Information Panel. Typically, you will want to use the aggregated attendee list view when you need to grant certificates to most or all attendees in a particular event and the information panel to grant certificates to a specific or isolated attendee.

Note: Certificates should be granted to one attendee at a time for due diligence, but certificates can also be granted to many attendees at once from within the event attendees list, as described below.

Grant one certificate at a time

To grant a certificate to one attendee at a time, follow these steps:

  1. Locate the attendee that you want to grant and send a certificate to. You can do this in one of several ways: use the search bar to find the attendee by name (easiest), search for the attendee from within your attendees list, or search for the attendee from within the event that they are registered to.
  2. Open the attendee's registration card (information panel). Select the Actions dropdown menu and choose Grant a completion certificate. This will open a popup window with some options for you.
  3. Toggle the Grant function and select the date to be printed on the certificate
  4. Proceed to Save Changes, which will provide you with several options. You can send the certificate by email immediately via Corsizio, you can view the certificate, and you can download the certificate.
  5. When you are finished Close the popup window.

Grant many certificates at once

To grant a certificate to many attendees in an event at the same time, follow these steps:

  1. Locate the event you need to grant a certificate for and select its Attendees list. 
  2. From the Actions menu near the top, select Grant certificates to attendees. This will open a popup window to grant certificates in bulk.
  3. Choose which attendees should get the certificate and when it should be sent to everyone who you select. You can select all, select some, or deselect some attendees as you need. Some attendee checkboxes might be disabled preventing you from granting a certificate due to the attendee's status. For example, they may have been canceled, on a waiting list, or have already been sent a certificate for that event.
  4. Use the Grant and send now button to finalize and send all certificates.

Note: You can choose to filter the attendees list before choosing to grant certificates, and the filtered list will match and be reflected in the grant certificates popup window accordingly. If you have large events or attendees with varying status, you can always reduce the number of attendees in the list by filtering it first. For example, filter the list on attendees that "Fully Paid" first, and then open the certificate popup window.

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