Once your contacts have gone through the certification process, and their certification is approved, you can send them a certificate that includes their details and the certification details, such as the certified date and their certification code.
The following instructions describe how to send certificates for approved certifications.
Learn how to create certificate templates.
- Open the Certifications menu item.
- Open the Approved view.
- Select the certifications you wish to send a certificate to and press Send Certificates.
- Press Send me a test to have a sample sent to you to check.
- If you are happy with the sample certificate, press Send certificates.
- A certificate icon will now show on the contacts that have been sent a certificate for that certification workflow.