How to Automate Certificate Creation and Certificate Email

Overview

In this tutorial, we will discuss how to automate the creation of certificates and email these certificates to students who have completed their courses. This is particularly helpful for short courses with multiple students, saving time and effort in manual certificate issuance.

Step Tutorial

1. From the Dashboard, go to Programs, then Program Instances. From the dropdown, locate the Program Instance to which you want to add the automation, then go to the Details tab.

2. Scroll to the bottom of the page and look for the Automate Certificate Creation option, then enable it.

3. Once enabled, the Email Template Used for Automate Certificate option will appear. Select the template you want to use from the dropdown.

4. When everything is set, scroll to the top of the page and click the Update button.

NOTE: A scheduled task runs once daily to automatically generate the documents and email them to students enrolled to the Program Instance. This means that if a student's enrolment status has been tagged as "Completed" today, they will receive the corresponding document for their completion the following day.

And that is how you can automate the creation and sending of certificates to students.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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