Certificates
Click here for a Canva Template In the Courses & Groups area, you can now create Certificates. You can build basic certificates directly in the editor using the elements in the left column... add text fields and then fill those text fields with variables which will auto-fill for each certificate recipient. For certificates that are more ornate, we recommend building the Certificate in Canva... simply leave blank space where you want the text to go... and then upload the Canva image as the "background" of the Certificate and simply place the text on top of that. Canva offers lots of certificate templates, but here is one you can feel free to modify and make your own: Click here for a Canva template The size in Canva needs to be 750 px x 600 px. That will fit the background image of the JourneyCARE certificate perfectly.
Sending a certificate is as easy as adding an Action to an existing workflow - or creating a new workflow containing the action. Go into Automations, find your workflow, and add the Action called "Issue Certificate". In the settings panel for that action, you'll choose the certificate you designed from the dropdown.
METHOD #1: If your certificate recipients have access to the Portal, you can send them there to download a fresh copy of any issued certificate. They simply log in, click on their profile p hoto (or initials) on the top right of the portal, then click on Manage Account. One of the options that they'll see in the Account Settings area is Certificates. That page will show all of the issued certificates. Clicking on the 3 dots at the right side of any certificate will present a Preview option. From the Preview screen, they will see a download option. METHOD #2: As an administrator, you can access previously issued certificates by going into Portal & Groups (left navigation), then choose Certificates (top navigation). You can search by the recipients name to locate their certificate. You may need to adjust the time period because it shows the most recent 30 days by default. When you find the certificate, click the 3 little dots on the right of the row and choose Preview. You can copy/paste the url that is provided on that page and send the url to the recipient. OTHER OPTIONS: You can also drop a recipient into the original workflow that they went through to receive the certificate, if there aren't other things in that workflow that would be problematic to re-run. Alternatively, you could create a new workflow that has only one action which is to issue the certificate. Note that reissuing a certificate will show an issuance date of the current date, so be mindful of that if the original issuance date is critical to maintain. If it is, then Method #2 above is preferable.