The following instructions describe how to create a new certification template to which individuals can complete.
Before creating a certification workflow, you should make sure you understand the certification template settings.
General settings
Learn more about the general certification settings.
- Open the Certifications menu item.
- Press New Template.
- Enter the relevant information about this particular certification.
Website search settings
Arlo has developed a website widget that you can add to your website to allow people to search your certifications to check if a contact's certification is valid.
Learn more about the website search result settings.
- If you want to allow your website visitors to be able to find contacts who have started this certification process, select List certificates within website search results.
- Enter a label (required) and a description (optional) for your website search results.
Workflow settings
The workflow settings determine how a contact is pushed through the certification workflow.
Learn more about the workflow settings.
- Select the criteria which should result in the creation of a certification.
- If the certification should automatically be moved to awaiting approval when a registration is completed for a course or elearning activity, select Automatically move certificate to awaiting approval when criteria are met, and select the criteria (if any) that needs to be met.
- If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.
- If you want automatic reminder emails to be sent for expiring certifications, select up to three reminder times. (Optional) Include instructions for renewal, e.g. a link to the renewal course.
- If you want Arlo to automatically notify a certification contact that their certification has expired, select Send certificate expiry to contact.
- Select the criteria which should result in the renewal of a certification.
- If the renewal certification should automatically be moved to awaiting approval when a registration is completed for a course or elearning activity, select Automatically move certificate to awaiting approval when criteria are met.
- If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.
- Press Save.