Certification in Events

Last updated June 22, 2020

Certificates can be set up within the WorkCast platform that you can use within your online events. 

If you are interested in having a certificate template within your account, then please reach out to your Customer Success Manager and they will be able to advise further.

If you already have a certificate template within your account, then see below on the steps you need to follow.


How to create a certificate

Click on Create Events, and click on either the Live & Simu-live, or the Upload & Host section, this is where you will find your template, and it will be named accordingly and have the word 'Certificate' in the title.

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Click Use template and create event, put in the title ‘CERTIFICATE: …’ replace the dots with the title of your actual event

We advise to then put the date/time the same time as your event. You can put the time at 1 hour after your event if you wish, or, leave it as 12:00 AM as this does not affect anything. 

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Then, depending on what was agreed when you had the certificate template built with our planning team, you would then need to go into ‘event experience’ and fill in anything you need to. 

For example, if you needed to replace ‘Webinar title here’ with the actual title, or if you want to add additional information on a per certificate basis, this is where you would do this.

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As standard, we set the certificates up so that it pulls through the attendee’s name and the date automatically when the attendee clicks on the certificate URL. 

When you first click on the certificate URL, it will take you to a security page.

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You fill in the details, click submit and then it takes you to the actual certificate.

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Then, the link that you would class as the certificate is the Event Auditorium URL

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How you can distribute the certificate

There are a couple of different options on how you can distribute the certificate, please see the options below.

Resources

You can add the certificate URL directly into the resources tab of your event. 

To do this, you need to ensure you have copied the certificate URL as per the instructions within the create certificate section.

Then, click into your actual event, click in to the extras tab, and press the orange add button under the documents and links section.

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You would select ‘link’, and you would then paste your URL into there, and then add a title. Usual titles would be ‘CERTIFICATE’ or something similar.

NOTE: There is a 99 character limit on the title, so if you believe it is longer than that. Then put 'CERTIFICATE' in the title, and then the actual title of event within the description part.

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Then of course press save. You will then get the green save bar at the top which  you need to press, and then press publish draft.

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This would then display on your event page under the resources tab, and would appear at all times.


Graded Polls

The graded poll option is available for Managed, Producer+ and Enterprise clients. 

We have a dedicated insite link on how to do this, please click here for more information.

Email Distribution

Finally, if you wanted to send the certificate out via email to those who attended the live event, you can then download the attended live report via the WorkCast platform (please click here for a guide on reporting) and you can create an email from your own marking/promotion email client and include the certificate URL on that.

If you wanted the email to go out within the WorkCast platform, then please reach out to your Customer Success Manager and they would be able to discuss this further with you.

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