Send Module Tutorial
This video will highlight the uploading of certificate data and the sending of your certificates to your recipients.
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Can I copy an existing Cert Set?
Yes, you can. After purchasing an additional Cert Set, you can duplicate an existing one, instead of starting from scratch! Note: This will copy both your certificate template and email template. Simply click on “Open Existing” and click on the icon (2 pieces of paper) in the upper left corner of your Cert Set to
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Why does it say “You have no unused Cert Sets”? I have credits
Please refer to this article to understand a Cert Set. This message appears when you already have a Cert Set and clicked on “Create New” instead of “Open Existing”. If you want to purchase another Cert Set you can. Each additional Cert Set is $29 and is part of your account regardless of what plan
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Delete Recipient from Project
There are times when a recipient was added to a project by accident or has more than just a misspelled name or wrong email address. When this happens the easiest steps to take are to delete the recipient from a project and then add them again. To delete a recipient from a project: Find the
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I can’t send an email to someone because they unsubscribed. What do I do?
CAN-SPAM legislation requires that all emails sent to individuals contain information on the sender of that email, including company name and address, along with a method for that individual to unsubscribe and no longer receive emails from you. If a certificate recipient on your list has unsubscribed from an email you have sent, you can
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How do I see what certificates I have already awarded to a specific recipient?
SimpleCert® automatically stores and records every certificate you send to each recipient. By clicking into “Recipients” from within the “Store” module”, you can search for any recipient whom you have issued a certificate to. By clicking on that recipient email address, you are able to access their individual account. Once you click on the recipient
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Recipient name has wrong spelling
If you have already created and sent certificates and you discover a spelling error in a recipient’s name, don’t worry, you can change this dynamically in Simplecert. There is no need to create a new certificate or even resend the email. To update the spelling and make the change, simply navigate to the “Store” Module
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I forgot a recipient, can I add it to a project I already have? Adding recipients to an existing project
Yes. Simply navigate to the “Store” module, and select “Projects”. Locate the project that you wish to add a single recipient to, and select “Add Recipient”. You will have 2 choices to add additional recipients to the existing project: UPLOAD A CSV OR EXCEL FILE MANUALLY ENTER MANUALLY ENTER Click on manually enter after clicking
How long is my data stored for?
Your data will be securely stored for as long as you subscribe to the service. Many customers have utilized SimpleCert®’s currently unlimited storage capabilities. SimpleCert® becomes their primary tool for all their certificate and reporting needs. This is great for those sponsors that need to keep their records for at least 5 years. Having a
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Is my data secure?
Absolutely. Your data is stored securely and privately via AWS cloud hosting service and secure socket layer. This data includes, but is not limited to, recipient uploads, certificates, email history and reporting data. The security and safety of your data are paramount to us at SimpleCert®. If you have any further questions regarding security, please
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