Create a Certificate Template

Creating a Certificate Template

Certificates are a powerful way to recognize and reward achievements within your community. You can create custom, professional-looking certificates to award for accomplishments like course completion. The process begins by creating a template.

Accessing the Certificate Builder

To begin creating a certificate, navigate to your CRM. From the main navigation menu on the left, select Memberships, and then click on Certificates.

Starting a New Template

On the Certificates page, click the New button. You will be presented with two options:

• Certificate Templates: Start with a pre-designed, professional template.
• Blank Certificates: Start with a completely empty canvas to build your design from scratch.

Using a Pre-Designed Template

If you select Certificate Templates, a gallery of designs will appear. Browse the options and click on a template to select it. Click Confirm to load the template into the builder, ready for you to customize.

Creating a Template from Scratch

If you select Blank Certificates, you will start with a blank canvas where you can add all design elements manually.

Editing Your Template

The certificate builder provides a range of tools to customize your design. You can add elements by dragging and dropping them from the menu onto the canvas.

Layout

Click on Layout to choose between Portrait or Landscape orientation. You can also select decorative frames for your chosen layout. To remove an applied frame, click on it again in the menu. Please note: Changing the layout after you have started editing may disrupt the placement of existing elements.

Background

Click on Background to customize the template's backdrop. You can choose a solid color, upload your own image, or enter an image URL. An opacity slider allows you to adjust the transparency of the background. You can also select from a library of patterns and choose a color for them.

Adding and Customizing Elements

For elements like Header, Text, Image, Badge, and Signature, simply drag the desired element from the menu onto the canvas.

• After selecting an element, you can edit its content (like text) directly.
• Use the icons on the element to clone it or delete it.
• When a text element is selected, a toolbar appears allowing you to change the font style, size, type (e.g., Heading 1, Paragraph), and color.
• For all elements, you can resize them by clicking and dragging the blue dots on the bounding box.
• For Signature elements, you can choose from pre-designed signature styles.

Saving Your Template

Before saving, you can click Preview to see how your certificate will look. To save your work, click the Save button. You will be prompted to give your template a name at the top of the screen. Once saved, click Back. Your saved templates will be listed under the Template tab. From the three-dot menu next to each template, you can choose to Preview, Edit, or Delete it.