Certificates

You can assign certificates with points to participants. You can do this based on their participation in certain ticket options (and programs programs or activities if the program module is available to you). The certificate is a pdf file that states the basis of the achieved certificate (participation in certain elements), and the number of obtained points. You can also add a text to the certificate.

Add text to certificate

Click on ‘Certificate text’ under ‘Certificate’ in the toolbar. Write your text in the text editor and click on ‘save’.

Assign certificates

After writing the text that should be placed on the certificate, you can start assigning certificates to participants. You can assign certificates to a group of participants at the same time, but you can also assign certificates to individual participants. The assigned certificates will not be sent immediately. Sending certificates is a separate action you can take after assigning all points.

Assign certificates to a group

To assign certificates to multiple participants at the same time, click on ‘Assign certificates’ under ‘Certificate’. You will now see a new screen with several fields.

• Assign certificates for – In this field you can choose to which groups the certificates should be assigned. The groups you can choose from were created earlier in the element ‘groups’ under ‘configuration’.
• Points per resource – Indicate how many points should be assigned for each element in which the participant participated.
• Only assign when participant was scanned during entrance – Select this field if only participants with tickets scanned upon arrival should be assigned certificates.
• Only assign when participant was scanned during leaving – Select this field if only participants with tickets scanned upon departure should be assigned certificates.
  Select both fields if only participants with tickets scanned upon arrival and departure should be assigned certificates.
• Ticket options – Select the ticket options for which you want to assign points.
• If the program module is available in your system, you can also choose to assign points for participating in programs of the event.

Click on ‘save’ to confirm. You will be redirected to the overview of ‘Presence’. Wait a few seconds and refresh the screen. The assigned points will be visible in the overview. If you want to assign different scores for different element of the program, repeat the steps above until all points have been assigned.

Assign certificates to individuals

When you assign a certificate to an individual, all elements that the participant has access to with his/her ticket will be on the certificate. You cannot base the certificate on a certain part of these elements.

To assign a certificate to an individual, click on  on the right side of their name in the overview. You will see a new screen. Enter the number of assigned points and indicate whether you want to send the certificate. Click on ‘save’ to confirm.

Overview after assigning certificates

You will see the following changes in the overview for all participants with certificates:

• You can click on the name of a participant to download the certificate. If you have assigned points to a participant multiple times, these are all merged into one certificate.
• The column ‘Certificate’ displays the number of obtained points.
• The column ‘Certificate delivery’ displays the status of the certificate. If you have just assigned the certificate, you will see ‘Ready to send’. If you have already sent a certificate to the participant, you will see the date and time on which the certificate was sent. If you have chosen not to send the certificate, you will see ‘Do not send’.
• The plus sign () has been replaced by  and . You can click on  to edit the number of points of the participant and to indicate whether you want to send the certificate. When you assign certificates to multiple persons at the same time, the default setting is that they should be sent. You can click on  to delete the assigned points and certificate of the participant.

Send certificates

When all certificates have been assigned, you can send them to participants by e-mail. To do this, click on ‘Send certificates’ under ‘Certificate’ in the toolbar. You will see a new screen where you can draft the e-mail. Enter the sender data and the subject of the e-mail. In the field BCC you can enter your own e-mail address of that the administration (multiple addresses should be comma separated). This can be useful if you want to receive a confirmation of the sent certificates.

Under ‘Attachments’, indicate whether the certificate should be attached to the e-mail. Then write the content of the e-mail in the text editor.

Click on ‘Send’ to confirm. The e-mail will be sent immediately.