Knowledge Base

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Category: Send Module

How to Use the Email Editor

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.

When importing recipient data via Excel, what if I have more Data Fields on a Certificate Template than I do in a list I want to upload? And Vice Versa?

Simple Cert will require that you provide a mapping designation for every Data Field that you have listed on a Certificate Template. If your certificate has mapping fields that you no longer intend to use, simply edit your CertificateTemplate to remove those unwanted Data Fields. If your upload list has . . . Read more

How do I import my data?

From within the Store Module, there are 3 methods that you can use to import your recipient data:  By uploading an Excel of .CSV file, by copying and pasting data from your computer clipboard, or by manually typing recipient data into SimpleCert. Uploading an Excel or .csv file: Importing data . . . Read more