Sending Certificates

Medtribe streamlines certificate distribution by automating the sending of customised certificates linked to event sessions.

Sending the tailored certificate can be done 2 possible ways:

• Automatically sending to an attendee when they complete a survey
• The organiser deciding when to send

Upon linking a template to an event session, specific information will be automatically populated when the certificate is sent:

• Attendee name
• Event name
• Event date and time

This document shows you how to create your certificate template.

Video: How to Schedule and Issue Certificates

How to Schedule and Issue Certificates: A step-by-step guide

Linking your certificate with an event session

Step 1: Navigate to the "Sessions" tab

• Go to the "Educator" section
• Choose the "Sessions" tab
  • You will need to have created an event with at least one session
  • You will need to have created a certificate template

Step 2: Choose the session you want to link the certificate to

• You need to link the certificate to each session you want to send certificates to
• Scroll to the bottom of the session set-up to find the certificate section

Step 3: Toggle on "Enable automatic attendee certificate generation"

• Choose the certificate template you want to use from the drop-down menu
• If you have not created a template, the system will prompt you to make one

How to send the certificate

Your certificate is now linked to your event session, now you can send the certificate.

• You have 3 send options
  • Individual send triggered by organiser
  • Bulk send triggered by organiser
  • Survey completion triggers sending automatically

Option:

• Link the certificate to a survey
  • Toggle the option on (found within the event session)
  • Choose the survey you want to link to
  • When the survey is completed, the attendee will automatically get their certificate

Option

• Individual send triggered by organiser
  • Navigate to the "Attendees" table
  • Select the individual you want to send a certificate to
  • Click on the 3 verticle dots
  • Choose "Issue Certificate"
  • The individual will automatically be issued their certificate

Option:

• Bulk send triggered by organiser
  • Navigate to the "Attendees" table
  • Use the check box on the left to select all the people you want to send the certificate to
  • Click on "Actions" to open a drop-down menu
  • Choose "Issue Certificate"
  • All selected attendees will automatically be issued their certificate

Seeing who has been issued the certificate

You can see who has been issued a certificate by going to the "Attendees" table

Next to their name, you will see a mortarboard symbol

If it is green, they have been issued the certificate

If it is grey, they have not been issued the certificate

Conclusion

Medtribe enhances certificate distribution through automation, allowing for customised certificates to be linked to event sessions and sent in two ways:

• Automatically after a survey completion
• At the organiser's discretion.

When a template is linked to an event, it auto-fills with the attendee's name, event name, and event date and time upon sending.