How to Edit a Recipient from the Preview Step in the Send Module
September 4, 2019
How to edit a recipient from the Preview Step in the Send Module, including First Name, Last Name, and email address.
SimpleCert® Help Center
Use the search bar below to get answers to common questions about the SimpleCert® platform.
Category: Tutorials
How to access Email History in the Store Module
September 4, 2019
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.
SimpleCert® Merge Field getting cut off? Here’s how to Fix: Update a Merge Field from Preview
September 4, 2019
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).
How to Use the Email Editor
September 4, 2019
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.
Using the Lock Feature
September 4, 2019
Learn how to lock and unlock elements on your certificate template in the build module.
Recipient email address needs to be updated
August 16, 2019
You can update a recipient’s email address (spelled incorrectly, changed jobs, etc.) by going to the recipient section of the Store module (cloud with up arrow). Once you find the recipient, click on their name and then click on the “change email address” button. Type in the new email. If you want to resend any
Store Module Tutorial
August 12, 2019
SimpleCert® automatically stores every certificate you send out. Need to re-send a certificate? No problem. Need to add an individual who was left off a project by mistake? Simple. Need to provide reporting on who you have awarded certificates to? Easy! All your certificate data is there when you need it
Build Module Tutorial
August 12, 2019
Create your custom certificate and email within the Build Module of your account. Utilize existing templates to customize, or build your certificate completely from scratch with merge and text fields, special fonts, and your own custom images.
Send Module Tutorial
August 12, 2019
This video will highlight the uploading of certificate data and the sending of your certificates to your recipients.
Announcing SimpleCert® Tutorials!
October 27, 2015
here through our YouTube channel. We’ll be adding more tutorials within the next few days, so be sure to check back. The goal of the video tutorials are to provide you with tools to better master SimpleCert®. Based on your feedback, we hope these will be great instructional videos for both the novice and experienced user
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