Membership Credential Preview
The Membership Credential Preview provides a modernized experience for viewing, sharing, and downloading certificates earned through your CRM's membership programs. This updated interface offers a clean, professional presentation that enhances credibility and makes it easy for recipients to showcase their achievements.
What is the Credential Preview Experience?
The Credential Preview is the public-facing certificate display that emphasizes trust and shareability. It presents certificates in a clean, mobile-friendly layout with clear metadata presentation and one-tap options for sharing or downloading credentials.
Key Benefits
- Professional Presentation: Modern, high-contrast layout enhances the perceived value of credentials
- Effortless Sharing: Built-in share actions for major social platforms
- LinkedIn Integration: Dedicated button for adding credentials to LinkedIn profiles
- Clear Verification: Structured issuer and validity information builds trust
- High-Quality Downloads: PNG format preserves design fidelity
Modern Design Features
The preview features a clean, distraction-free layout that highlights certificate artwork while providing responsive scaling for both mobile devices and desktop monitors. Key information appears in clearly separated boxes for easy readability.
Sharing Options
Recipients can share their credentials directly to LinkedIn, Facebook, X (Twitter), and WhatsApp from the preview interface. The LinkedIn Add to Profile button places the credential directly on the recipient's profile without manual entry. Public links allow anyone with the URL to view the certificate without requiring login credentials.
Downloading Certificates
Certificates download as PNG images that maintain pixel-perfect design quality. The one-click download provides an image that matches the original layout exactly, with pre-generated images ensuring rapid download speeds.
Verification and Expiration
Viewers can access public certificate pages via share links, with key details helping confirm authenticity. When certificates expire, the preview becomes unavailable to users. Issued certificate expiry takes precedence over template-level expiry settings. Optional reminder emails can be customized according to your preferences.
Setting Up Credential Preview
To configure credential previews:
- Navigate to Memberships → Credentials → Templates → Create Certificate/Badge
- Design and map fields in the builder, previewing to confirm names, dates, and IDs appear correctly
- Send the certificate by entering the instructor's name and selecting a recipient, with options to send test emails or use custom email templates
You can preview, set expiry, edit, delete, and clone certificates by clicking the three dots next to any template.
Frequently Asked Questions
Q: Can anyone view my certificate if they have the link?
A: Yes, shared certificates are publicly accessible via unique URLs, though they are not searchable or indexed.
Q: What format are downloads?
A: Certificates download as high-quality PNG images that preserve exact layout and typically download faster than PDF.
Q: Can I share to Instagram?
A: Yes, use the Copy Link option and paste it into Instagram captions, bio, or story link tools. Direct share buttons include LinkedIn, Facebook, X, and WhatsApp.
Q: What happens when a certificate expires?
A: The preview becomes unavailable to the user, with issued certificate expiry overriding template-level expiry.
Q: Is Add to LinkedIn profile the same as Social Planner?
A: No, Add to Profile posts the credential to a personal profile record, while Social Planner is for scheduling LinkedIn posts.