Customize Course Certificates in TrainerCentral

Providing a certificate to your learners upon completion not only serves as a source of motivation for them, but also adds credibility to your course. In TrainerCentral, we offer a certificate editor tool to create a digital certificate. You can customize the certificate according to your learners' competence and skill.

If you want to create a new certificate for the course, the new certificate editor will be available. However, if you want to edit an existing certificate, the old editor will be used. You have the option to delete the current certificate and use the new certificate editor to create a fresh certificate.

Create course certificate

Sign in to your Trainer Central account as an admin/trainer and access the Courses tab in the left pane. The list of all your created courses will appear on the screen.
Select the course you want to provide a certification for by clicking the course thumbnail icon.
A new window with the set of Course manage options will appear on the screen. From here, access the Settings tab and select the Certificate option.
Click Clone Certificate to choose the edited certificate template from the library.
Click Create Certificate to choose a certificate template from the list of options.
Hover over the certificate templates thumbnail to customize or preview them.
Click Select: To customize the certificate template.
Click Preview: To enlarge and view the certificate template. When you're done with the required customizations, click the Back icon to exit the certificate editor window.

Any changes you make to the template will be saved in real time.

Customize course certificate

Elements

You can customize the certificate with predefined elements such as a heading, subheading, and body text. You can give your own title to the certification, add an academy tagline as the subheading, and also alter the existing body content. You can add elements to the template by clicking the required elements in the elements pane.

Fields

You can include dynamic values in your course certificate template by using Fields. Dynamic values refer to details that are automatically generated based on your course information. By inserting these fields in your course, the values will be auto-populated. For instance, attendee name, course name, and trainer name will be automatically generated.

You can also select Insert fields at the top left of the screen to access the Fields tab.

There are four types of fields available, and they are listed below:

Predefined fields: Course name,Attendee name, course completed date, organization name, trainer name, trainer designation, unique key. Master fields: The fields you set in the academy's Master fields will be displayed here.

Signup fields: The fields you set in the academy's signup form will be displayed here.

Course registration fields: The fields you set in the academy's course registration form will be displayed here.

Setting a reward expiration date

You can configure an expiration date for certificates and badges so they remain valid only for a specified period. Choose between a duration-based expiration, which is calculated from the date the reward is issued, or a fixed date that applies to all rewards.

Configure a reward expiration date

Navigate to Settings > Rewards.
Enable Set certificate expiration or Set badge expiration.
Choose one of the following options:

Duration-based: Set the reward to expire after a specific duration from the date it is issued.
Date-based: Set a fixed expiration date for all rewards issued.

Click Save.

Display the reward expiration date

You can display the reward's expiration date on a certificate by adding the Reward Expiry predefined field to your certificate template. Learners can use this date to determine how long their certificate remains valid.

To add the reward expiration date:

Open the certificate template you want to edit.
Click Fields from the left menu.
Drag and drop reward.expiryDate onto the certificate, or click Insert fields and select Reward Expiry.
Position and format the field as required and click Save.

When a certificate is issued, the field displays the reward's expiration date.

If you've added a reward expiration date to the certificate, the reward validation page also displays the certificate's status as Valid or Expired based on the expiration date.

Update the reward expiration date for issued rewards

If you've already issued certificates or badges, you can update their expiration date without reissuing the reward.

To update the expiration date:

Navigate to Reports > Rewards.
Select the required rewards.
Click Update.
Select Update Reward Expiration.
Specify the new expiration date.
Click Update.

Updating the expiration date applies the new expiration date to the selected rewards.

Note:

Updating the reward expiration date also updates the reward to the latest template version.
If the selected reward already has an expiration date, it is replaced with the new one.
If no expiration date is set, the selected date is applied as the reward's expiration date.

Images

Images can be added to certificates. These images can be your academy logo, favicon, or any other image that suits your academy's brand. The three different options for inserting images are:

Images: To insert images from your academy's library.

Upload image: To upload images from your device.

Gallery: To insert the default stock images that are available in TrainerCentral.

Background

The Background option lets you add or edit the visually appealing background for your chosen template.
Select the Background and choose the preferred background template.
Alternatively, select the image that is added to your current template and click the More icon on the added image. Select the Set as Background option to change the image as the background for the certificate.

Detach Background: Click the More icon in the background. Select the Detach Background option to change the background to an image.

Validation

Certificate validator plays a pivotal role in validating the authenticity of learner certificates. The validator provides certificate details such as course name, issued by, date, and more.

Credential ID

A Credential ID is a unique identifier assigned to a learner's certificate. It is auto-generated In TrainerCentral.

Add Credential ID: Click this button to add the auto-generated credential ID to the certificate.

When the credential ID is generated, the link to the certificate verification page will be displayed at the bottom of the certificate. When any learner showcases the certificate in PDF or any other document format, anyone can verify the authenticity of the certificate by navigating to the website.

QR Code
We have implemented a QR code that you can add to your learner's certificate. This helps people verify the certificate's authenticity through their mobile device. By scanning this code, they will be redirected to the Certificate Verification page, where the learner's certificate will be displayed with all credentials.
Add QR Code: Click this button to add the QR code to the certificate.

Certificate Verification Page

The certificate verification page is a webpage designed to verify learner's certificates by entering their credential id.

Copy URL: This is the same as the URL that is generated at the bottom of learners' certificates. Copy this link to view the certificate verification page.

To learn more about the certificate verification page, please refer this help article.

Format text in certificate templates

Format text options let you modify the text elements and fields based on your preferences. With this option, you can set the tone and style of the certificates that are issued. Here's how you can format certificate templates:

Font type
Alignment Size
indent
Font size
Font color
Font style
Font movement
To format text options:
Select the required text.
Choose Font and the font navigation drawer will open.
Select the required font.
Alignment—Align the text left, center, and right of the field.
Size indent—Indent the space between letters and words.
Text size—Increase or decrease font size.
Text color—Apply font color.
Text style—These are the options available: Emboldens the selected text, italicizes the selected text, and
underlines the selected text
To front-Select this icon at the top-right corner of your screen to move the selected field in front of all other fields.
Move forward -Select this icon at the top-right corner of your screen to move the selected field one position in front of all other fields.
To back -Select this icon at the top-right corner of your screen to move the selected field behind all other fields.
Move backward—Select this icon at the top-right corner of your screen to move the selected field one position behind all others.

Delete and duplicate text or image
Select the text or image in the certificate template. A delete icon and a duplicate option from more options will be displayed.
Delete: To delete the text or image.
Duplicate: To duplicate text or an image.

Issue course certificate

After customization, these are the options available on the Certificate page.
Edit: Open the certificate editor window.
Preview: Preview the selected certificate.

You can also click Preview in the top-right corner of the Certificate editor screen.

Delete: Delete the created certificate.
Send me a sample: Send the selected certificate to the trainer's email.
Issue course certificate: Check the Issue completion certificate checkbox under Certificate settings to issue the selected certificate to your learners after their course completion.