Send a certificate manually
You can send a certificate to any contact manually from Portal and Groups > Certificates, outside of a course or workflow, and choose the email template and subject line used to deliver it.
When to issue certificates manually
Issue a certificate manually when it's for training that isn't hosted in JourneyCARE, such as offline training or external courses, or when you want to test a certificate before sending it automatically.
Send a certificate
Send the certificate from the Certificates area by choosing a template and filling in the recipient's details.
From the dashboard, select Portal and Groups, then click Certificates.
Select an existing certificate template, or create a new one — see Design a Certificate.
Click Send.
Fill in the details, such as the instructor's name and the recipient's email address.
If the recipient is not already a contact, select Add New.
Click Send.
An email is dispatched to the learner with a link to download their certificate in the format you choose (PDF, PNG, or JPG).
Choose the email template and subject line
Pick the email template and subject line that deliver the certificate before you send it.
In the Certificates section, select the contact or contacts you want to send to, then click Send Certificate.
In the email modal, open the Email Template dropdown and select the template you want.
Edit the Email Subject field as needed. Selecting a template doesn't update the subject line automatically.
Review the preview, then click Send.
A preview of the selected template appears in the send modal. Custom email templates for certificates are created in the Email Templates settings and are available in the dropdown during a manual send.
When no template is selected
If you don't select a template, the default email template is applied automatically. The default is configured under Client Portal Settings > Email Settings, and only one default email template can be configured per account. If you don't edit the subject line, the default subject line from client portal settings is used.
Track issued certificates
Return to Portal and Groups > Certificates and select Issued Certificates to see a list of every certificate you've issued.
To issue certificates automatically from a workflow instead, see Automatically send a certificate.