Creating Certification

Provide official certificate for event participation to your attendees

Author photo  Merci A
  Last updated March 25, 2025

 

Important Note: Contact us at help@canapii.com so our support team can help enable this feature for you! 

 

Certificate is a feature that adds value to your attendees by providing official certificate for event participation. Event organizers can setup criteria for certificate issuance, customize certificate templates and email notification. 

Creating Certificate Template

To create your certificate template, select Community > Certification on the left side bar menu in the console. Once inside the page, select the Templates > Create template button.

 

 

Organizers are free to add a template name, select any of the preloaded templates and change the font format as shown below:

 

 

Under Settings, organizers may choose between a solid color or image as the certificate background or change the size format and page orientation. Under Elements and Texts, organizers may choose to either add lines as dividers or add text or phrases to add to the certificate.

 

 

Attributes, on the other hand, refers to the placeholders in your certificate templates that allow you to insert dynamic information into your certificates based on attendee data and information. Additionally, adding any images are also possible by uploading it under Images.

 

 

Once all elements are added and according to the organizer's liking, click Create Template button to save the certificate template.

Updating Email Template

Certificates will be sent out to the attendees' registered email address depending on the criteria and award date selected. The certificate file will be attached to an email notification and organizers are free to update the email content by accessing Certification > Template > Email Template.

 

Once inside the email template, organize may choose to update the email body as needed.

 

 

Creating Qualification

Qualification allows organizers to either automatically or manually award certificate based on the award date and criteria selected. 

To create qualification, organizes can select the Create Qualification button, add the title and description, select the template, target attendees and choose award date:

  • Once completed - certificate will automatically be sent to attendees once criteria is completed.
  • End of events - certificate will automatically be sent to attendees on the event date specified
  • Set date - certificate will automatically be sent to attendees on the specified date
  • Manual - manually award certificates to attendees once criteria is completed by clicking the award button on the Qualification > Attendee tab

 

Creating Criteria

Once the qualification is created, it is important for admins to create a criteria as this will be the bases for awarding certificates. Essentially, attendees must complete the specified criteria in order for them to receive their certificates. Below are thee following criteria to choose from:

 

  • Attended event - for onsite event, attendees must be checked-in to the event and for virtual, attendees must log in via Canapii web or mobile app



  • Join Session - Attendees must visit x number of sessions from the sessions selected.


  • Answer polls - Attendees must correctly answer x number of polls from the selected polls or from the polls of the selected sessions.


  • Watch session - Attendees must watch the chosen sessions for the specified percentage of the session duration (only applies to vod, live, live-breakout, simulive type sessions of the selection)

Awarding Certificate Status

Once the qualification and criteria are created, admins will be able to see the status under Certification > Qualification > Attendee Tab

 

 

From here, admins will see if the attendee completed the criteria, date they completed the criteria, date the certificate was awarded/sent. Admins may also choose to resend the certificate on the attendee's registered email address or download a PDF file of the certificate.