How to create a digital certificate

Tired of using Canva and other design tools to create individual digital certificates after hosting a program or a webinar? We’ve got the perfect solution for you.

Nov 9, 2022
7 min
|      by
Sucharita Myakal
digital badges education

Nothing wastes time like editing and manually sending out certificates does. Often the design and editing tools fail to make it easier for you to create certificates digitally. Nor do they ensure secured access or a simpler way to send certificates on a large scale.

But lucky for you, we’re going to talk about creating, sending, and accessing digital certificates using the most efficient tool of all — Virtualbadge.io.

How to create a digital certificate online?

Virtualbadge.io lets you create verifiable digital certificates and mail them in one click. Choose from various templates for quicker designing or design a certificate from scratch if you’re feeling creative. 

What’s more? Virtualbadge.io offers a streamlined approach to certificate management using its intuitive dashboard. This makes it easy for your recipients to share their certificates, thereby increasing your online visibility.

So, here’s a hands-on guide to help you to create a captivating digital certificate with the leading certificate generation tool.

Want to try it out yourself?

7 quick and easy steps to create and send digital certificates using Virtualbadge.io

1. Sign up or log in to your Virtualbadge.io account

You get a 7-day all-access free trial. Access it here.

2. Navigate through the dashboard

Your Virtualbadge.io Dashboard
Your Virtualbadge.io Dashboard

With a single Virtualbadge.io dashboard, you can create new certificates, manage them, and view certificate statistics, such as the number of certificates claimed, shared, or downloaded. You can also check the number of emails opened or clicked on. 

So the dashboard provides a bird's eye view of your entire collection of certificates and usage reports. 

Suppose you have multiple certificates, you can easily group them under the Certificate Collections option. Otherwise, the completed or in-progress certificates appear under Ungrouped Certificates

Further, click on the Active tab to find the unsent and saved certificates or the Draft tab to find auto-saved in-progress certificates.

  

3. Launch digital certificate creation

To begin, click Create new Certificate on the top right corner of your dashboard. This action opens the editing page:

  Edit your certificate details
  Edit your certificate details

Virtualbadge.io takes you through a super simple 3-step certificate creation process:

Step 1: Enter basic details

  • Enter the Course Name, i.e., the certification or webinar name, etc. For instance, Certificate of Appreciation.
  • Select the name from the dropdown menu if you have already created an exclusive Certificate Collection on your dashboard
  • Upload your business or institute’s logo, if you have one, to add more authenticity
  • To boost your online visibility, we suggest you select the Enable option for the Social Media button so that your recipients can share their achievements online.
  • Does your certificate have an expiration date? Select or enter the date
  • Enter your business’ Website URL if applicable
  • You’re all set. Click on Continue to start designing your certificate

 

Step 2: Design your digital certificate

Need to create certificates in a jiffy? Choose from a wide range of pre-made certificate templates or create your own from scratch. Virtualbadge.io gives you two such options: start with a blank canvas or use an existing template. 

Choose your favorite template or start with a blank canvas
Choose your favorite template or start with a blank canvas

Step 3: Fine-tune your certificate 

  Start editing your certificate template
  Start editing your certificate template

If you choose a pre-filled certificate template, you can fine-tune the design using the elements on the left pane of the editing page. Just select any element on your template, and edit the details on the right pane.

Optionally, if you choose to start with a blank canvas, select your desired elements on the left pane and start adding them to your canvas. You can add any number of text fields, a custom signature, your own backgrounds, pictures, custom shapes, and more.

Editing a blank canvas
Editing a blank canvas

Once you're done designing the certificate, click on Save to proceed.

Here’s a sample ready-to-send digital certificate designed with Virtualbadge.io:

4. Setup a campaign to send your digital certificate

You now have your digital certificate ready to be sent, but does the number of recipients overwhelm you? Virtualbadge.io has a great solution for you. 

Set up an email or a social media campaign in under two minutes to send and share your certificates with any number of recipients.

Setup an email or social media campaign
Setup an email or social media campaign

Under the Campaign Setup option below Certificate Settings, you can find an auto-generated email with editable content. On the right pane under Email Content, you can edit the content, like the subject line and body. And under Style, you can choose one of three email appearance formats.

You now have a personalized email ready to be sent to your certificate awardees. Once done, click on Continue.

You can optionally create a social media campaign for Twitter, LinkedIn, or Facebook. This will help boost your online reputation, as Virtualbadge.io makes it easy for your recipients to share their certifications online. 

Create a social media campaign
Create a social media campaign

To enable this, enter the post details under Post Text and add your institute's or program’s hashtags for more reach. Click on Continue to proceed.

Worried about your certification being illegally forwarded or misused? Virtualbadge.io auto-creates a unique Credential ID for every digital certificate in the final stage of the campaign setup:

Unique Credential ID
Unique Credential ID

5. We’re almost there - add your recipients 

It’s now time to send your certificates out by emailing each of them. You can send them at the click of a button, with zero email re-edits, and add recipients at once. 

Create a CSV file with recipients’ names and email addresses and upload it, or you can also add your recipients’ email addresses line by line by clicking on Add single. 

If you’re unsure about what to enter in your CSV file, click on download sample to verify.

Upload a CSV file with recipients 
Upload a CSV file with recipients 

6. Send your digital certificates in one click

Once you’ve added the recipients’ email addresses, click Send emails to send the certificate access email instantly.

Bonus step - Automate sending digital certificates

Virtualbadge.io integrates with Zapier to let you automate sending certificates as soon as your hosted event or a student program is finished. 

You can create a Zap on your Zapier account so that when an action (such as an event completion) is triggered, your completed certificates are automatically sent out to the designated list. 

Note: You need a Virtualbadge.io Pro account to use this automation. 

7. Enable secure and verifiable certificate access

Virtualbadge.io has an excellent solution for secured access to avoid your certificate being forged and misused by unauthorized users that might tarnish your brand or institute’s image.

Here’s how it’s done - as soon as your recipient receives the access email, they can click on Get Certificate to be redirected to the access page.

Also, they can access the verification page via email and click on Verify with email to proceed with a verification code. Once successfully verified, they can access, share or download their digital certificate safely.

Congratulations! You’ve created and sent out a digital certificate in under 15 minutes. 

No more complicated certificate generation and hours wasted typing out certification emails. Start using Virtualbadge.io for free to send high-quality, verifiable digital certificates in one go.

An intelligent and easy-to-use certificate generation tool to create and send highly secure, unique, and authentic certificates.

Sign up for your 7-day free trial!

* You can find the organisation ID in the URL when you access your LinkedIn Company page as an admin.

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