Our Zapier integration has two main actions that you can perform. Creating new projects, and adding recipients to a project. Our Zapier endpoints allow you to map data from a third party source (such as Google Sheets, Typeform, Mailchimp, etc) and have it automatically create a project or add a recipient in your SimpleCert® account. […]
Zapier Integration Using the SimpleCert® API Read More »
Question: “Hi there, my pdf looks great but when printed it cuts edges off. same from all browsers and it doesn’t matter if I chose Letter, Legal, A4.” Answer: This depends of what type of printer you are using. If you go to more settings when printing your PDF you should be about the change
When I go to print the edges are cut off, what can I do? Read More »
Per email laws, we have to leave the footer intact if we are sending the emails. If you would like to use your own SMTP server to send the emails, you can change the credentials in your account settings. You then control your own footer.
How do I change the footer? Read More »
First your recipients need to receive the email from SimpleCert®. If you are using SimpleCert® email, you can check the Email History in the STORE module It will show all your project and sent statuses such as if it was sent, how many were sent, and if you have emails that did not go out
How do I know if recipients received their certificate? Read More »
If you would like to add a merge field within a text box, you can do so by following these steps: Add a text field to your certificate template in the Build Module. Click into the text field. Type your text first While your cursor is in the text field, click on insert merge field.
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To delete your billing information / credit card on file, simply go to your account settings. You can locate this menu by clicking on your company name in the upper right corner after you log in. Then navigate to billing information and click on the trash icon to delete your credit card. You will be
How do I delete my billing information / credit card? Read More »
Although SimpleCert® was developed with being able to create thousands of certificates in seconds, you still can create one at a time. You just need to take 2 additional steps that still only take seconds! Simply save your certificate template and manually enter the name and email of the certificate you are trying to create.
How do I create one certificate? Read More »
Each certificate you send via email have a certificate template and email template. Remember to review this email each time you save a project or use merge variables in the email body so that you do not need to update each time. There are 2 ways to review the email template: 1. From the BUILD
Remember to review your email for each SimpleCert® project Read More »
If you have deleted a project but have already sent out emails to recipients when they click on their download lin “Download Certificate” link, the will receive the following message: “The certificate that you are trying to access is no longer available. Please contact your SimpleCert® administrator for assistance. If you do not know who
Why are my recipients seeing an error that their certificate is “no longer available”? Read More »
How to edit a recipient from the Preview Step in the Send Module, including First Name, Last Name, and email address.
How to Edit a Recipient from the Preview Step in the Send Module Read More »
