Manually Issue Certificates

How to Send Manual Certificates

This feature allows you to issue certificates directly to contacts for courses or training that are not managed within the CRM. This is ideal for offline events or for recognizing completion of external programs.

Step 1: Access the Certificates Section

From your CRM dashboard, go to the Memberships section in the main menu. Then, click on Certificates to open the certificate management area.

Step 2: Select or Create a Certificate Template

On the Certificates page, you can choose to use an existing certificate template or create a new one.

Step 3: Send the Certificate

After selecting your template, click the Send button. A form will appear where you need to enter details like the instructor's name and the recipient's email address. If the recipient is not already in your CRM, you can add them as a new contact by selecting Add New. Once all information is filled in, click Send to issue the certificate.

Step 4: Recipient Receives the Certificate

The contact will receive an email containing a link to download their certificate as a PDF file.

Step 5: View Issued Certificates

To see a list of all certificates you have manually issued, go back to Memberships > Certificates and select the Issued Certificates section. This list helps you track and manage all distributed certificates.