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
SimpleCert® Help Center
Use the search bar below to get answers to common questions about the SimpleCert® platform.
Category: Send Module
How to edit a recipient from the Preview Step in the Send Module, including First Name, Last Name, and email address.
Yes! Simply follow the same steps to create a project: Choose a Cert Set Add your recipients Save your project When you get to the Preview step…. Instead of clicking on “Send to Unsent” button (as this will send an email) Click on Send Later 5. If you ever want to send the emails at
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
If your account does not have enough credits to cover the list you choose to import, SimpleCert® will indicate how many additional credits you need and automatically direct you to your current plan within your account settings. Here you can choose to upgrade your plan. You will then have to return to the Send Module
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 more fields than you intend
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 into SimpleCert® is an easy
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