Creating a certificate template is very easy and can be done in a few clicks in BookCPD. Visit your Event Dashboard and click on the Certificate button. This section gives you the options to create certificate templates, edit them, and issue certificates.
Creating a Certificate Template
Access the Certificate Section
Log in to your account and go to your Event Dashboard. Click on Certificates, then click Make Template.
Choose or Upload a Template
You will be presented with a selection of professional certificate designs. Click Select Template to choose one from the list.
Alternatively, if you already have a certificate designed in software such as Adobe Express or Canva, click the Upload Own Template button. The following image formats are accepted:
.jpg.jpeg.png
⚠ If uploading your own template, ensure there is enough blank space in the design for the participant name to be auto-filled.
Enter Template Details
Give the template a name that is easily identifiable, such as Delegate Certificate. Then choose whether the template is intended for Delegates or Faculty. This helps organise templates for different certificate types. Click Next to continue.
Customise the Certificate
Click Start Editing. The template will be pre-filled with your event details. The name placeholder is provisionally shown as Joe Bloggs. You can customise the template in the following ways:
- Select any text element and drag it to the desired position
- Adjust font style and size using the controls on the right side panel
- Click Add New Text Field to add or restore a text field
- Upload logos and signatures using the upload option
- Drag and resize logos by clicking on them and dragging the handles
- Delete placeholders you do not need
Once you are satisfied with the design, click Save.
Preview and Manage Templates
Your template is now saved and a preview will be displayed. From this screen you can:
- Download a PDF version of the preview
- Continue editing the template
- Create additional templates
You can view, edit, or delete all saved templates in the View / Edit / Delete Templates section of your Event Dashboard.
ⓘ You can create as many certificate templates as you require. You may need additional templates for different ticket categories.
⚠ Issuing certificates and feedback forms is covered in a separate how-to guide. Click here to view
Need help?
Contact us at support@bookcpd.com