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. […]
Add Merge Field to Text Box Read More »
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 »
This video reviews how to view email undeliverables after project emails are sent. Learn how you can also update an email and re-send it to a recipient.
How to access Email History in the Store Module Read More »
In this video, we show you how to preview your certificates, after importing your data and before saving your project, and make any changes if necessary. It is important to make the merge field large enough to accommodate the imported data (for example a long event title).
Learn out to customize your email by using merge fields, creating links, inserting images, attaching files and more within SimpleCert®‘s email editor. Remember each Cert Set comes with a Certificate Template and Email Template.
How to Use the Email Editor Read More »
Learn how to lock and unlock elements on your certificate template in the build module.
Using the Lock Feature Read More »
