How to edit a recipient from the Preview Step in the Send Module, including First Name, Last Name, and email address.
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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).
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
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
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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