The following article describes how to set up and send certificates for contacts with approved certifications.
Important: This is only for Arlo's certifications and licensing feature. If you want to send certificates for events such as attendance or completion, go here instead.
In this article:
- Create certificate templates with certification information fields.
- Send certificates to for completed certifications.
Create certificate templates with certification information fields
- Create a certification certificate template.
- When downloading the Sample data, choose Certification data.
- The following fields will be available to select for certification data:
Send certificates for approved certifications
The following instructions describe how to send certificates to approved certification contacts.
- Open the Certifications menu.
- 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.