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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
We're excited to introduce a new feature: Offline Certificates. This functionality allows you to send certificates manually to any contact, making it easier to manage certifications for testing purposes or for courses not hosted on GHL Customer Care. Whether you're conducting offline training or wish to issue certificates for external courses, this feature offers a seamless way to acknowledge your learners' achievements.
From the dashboard, select "Memberships" from the menu.
Click on "Certificates" to access the certificate management area.
Step 2: Choose or Create a Certificate Template
You have the option to select an existing certificate template or create a new one from scratch.
Step 3: Send the Certificate
Once you've chosen or created your certificate template, click on the "Send" button.
You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New".
After entering the required information, click "Send".Step 3 of 3: After entering the required information, click "Send"What this shows Step 3 of 3: After entering the required information, click "Send".What this showsShows what to click for step 3 of 3 in the "Step 3: Send the Certificate" section of "Manually Issue Certificates".This screenshot accompanies step 3 of 3 in the "Step 3: Send the Certificate" section of "Manually Issue Certificates". At this point in the walkthrough you after entering the required information, click "Send".Step 3 of 3Image 1 of 2What to clickAfter entering the required information, click "Send".All 3 steps in this procedure
Once you've chosen or created your certificate template, click on the "Send" button.
You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New".
After entering the required information, click "Send". this image
Step 4: Certificate Delivery (image 2 of 2)What this shows Once you've chosen or created your certificate template, click on the "Send" button.What this showsIllustrates the "Step 4: Certificate Delivery" section of "Manually Issue Certificates".This screenshot appears in the "Step 4: Certificate Delivery" section of "Manually Issue Certificates". The text alongside this image reads: Once you've chosen or created your certificate template, click on the "Send" button. You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New". After entering the required…. Immediately after, the guide continues: An email will be dispatched to the learner containing a link to download their certificate in PDF format.Image 2 of 2What to fill inOnce you've chosen or created your certificate template, click on the "Send" button. You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New". After entering the required information, click "Send".Next stepAn email will be dispatched to the learner containing a link to download their certificate in PDF format.Step 4: Certificate Delivery
An email will be dispatched to the learner containing a link to download their certificate in PDF format.
Step 5: Tracking Issued Certificates
To view a record of all certificates you've sent, navigate back to "Memberships" > "Certificates" and select "Issued Certificates". This section provides a comprehensive list of all certificates issued, allowing for easy tracking and management.
