SimpleCert® Help Center

Use the search bar below to get answers to common questions about the SimpleCert® platform.

Category: Send Module

Remember to review your email for each SimpleCert® project

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

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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.

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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

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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 into SimpleCert® is an easy

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