Arlo has a feature available on the Professional and Enterprise service plans where you can email printable certificates in a few easy steps. Read more...
If you are not on the Arlo Professional or Enterprise service plans, or would like to send all certificates for a course to a single contact (eg key contact at organisation), you can use Microsoft Word's mail merge feature to create your certificates manually.
- Design the certificate using Microsoft Word (an example is attached to this help article)
Hint: If you have Certificates feature, you can download other samples, or ones you have previously created, through Settings -> Certificate templates.
- Export Arlo report as an Excel document:
- If you are creating a certificate for a singular course, you can use the Event Registrants report to export a list of registrants details. In your certificate, you will need to manually include any event details (eg event date).
- Alternatively, you can use the Registration List report which will give you the ability to create certificates for more than one course at a time, and have merge fields for event details (the sample certificate is based off this option).
- Delete all rows above the column headers of report.
Hint: Column headers will map to mail merge fields. If you are using Arlo template, in next step Microsoft Word will show warning that fields do not match. Simply change the Fields in data source to match the correct column heading for each fields.
- Use the Microsoft Word mail merge feature to produce the certificates
- If sending to individual registrants, you can use the sending email option, which will send certificate to each registrant.
- If sending as single document to key contact, use the Edit individual documents option which you can then send to key contact.
Other articles that may be helpful: