System-Generated Certificates after event attendance
Generated certificates with automated distribution upon event conclusion (with verified attendance).
We just launched integration with Integromat platform, which helps to build automated workflows. We also provide several templates for quick start, and one of them demonstrates how to send event attendance certificates as professionally looking PDF files.
You can try the integration by this link https://www.integromat.com/en/integration/2303-send-pdf-certificate-to-event-attendees
Spencer Williams commented
This would be SO valuable for your system! I can think of several professional certifications that require individuals to continue their professional development. Many organizations work to provide ongoing training and webinars to their members. These trainings often are accompanied by Professional Development Credit which are authorized by larger organizations. For example, the Society of Human Resources (SHRM) certifies that our training and conferences are creditable and have Activity IDs, unique to each event. We only want to award these credits to the individuals who attend our online and in-person events. In addition, we want our members to be able to reference their online records of events for their recertification every few years.
Attached is an example of a printable record in our current membership system.
Brian C commented
I recommend an email template for attendance certificates to be sent to all checked-in or registered participants.
Rhiannon Grebenshikoff commented
It would be great to be able to tick off when someone has completed a training course, and a certificate be auto generated that we can email to them
It would be nice if the system could generate the certificates through the email system. It would take an email to be landscape instead of portrate. I have messed with the settings and can't find a solution.
It seems like the integration with Integromat is no longer available. The page from your link states Module not Found. Is there any chance of this being set up from within WA? It does appear to have a lot of support from users.
Here is a scenario that uses Google Docs to populate a template certificate with Wild Apricot data. The resulting "merged" Google Doc can be downloaded in PDF and emailed to the contact. This can be done in batch format for multiple certificates at a time. The scenario can be altered to be trigged on an event registration or a membership application too.
Contact www.newpathconsulting.com/waam for more details or if you have questions.
@ben howes - check out the Wild Apricot Automation Manager -- we have a certificate automation available for event registrants.
www.newpathconsulting.com/waam -- let me know if you have any questions or just hit this link to get in touch
Ben Howes commented
Very important requirement for my educational meetings. Ideally it should be possible to link certificate issue with submission of event evaluation by the attendee.
Do you all realize that Integromat is free for 1000 operations per month. This probably will get you 200 certificates for free per month. So the cost is not really the issue. The issue is spending the time to configure it.
Time is money. So would it help if I created a blueprint you could install for free to do this?
Add functionality to create and send PDF certificates to individual members after event including variable data from events - i.e. course information from custom fields
So I think this could be done in WA which is preferred option for us. We could use the email feature of WA to generate a CPE certificate but to do this is would require a few things:
1) The ability to send an email per Event using an existing template that allows your filter on things like registration status, payments status, etc.
2) Custom event fields. To generate the certificate I would need event level fields that can be customized and that are invisible to end users to store things like (Presenter Name, Learning Category, Credit Hours, etc.)
The integromat solutions is WAY TOO cumbersome for most of your users and not a good solution. Plus it requires that we join at least one other service.
A few of our sister chapters are using a competitor and they are able to do this in their systems.
PLEASE Tell me you'll look into this. It's to the point that we are considering not renewing and looking for an alternative.
Another problem with this is it doesnt allow for 'one-offs.' Let's assume that the original email was blocked by the recipients mail server. If it only triggers for the next day how would it be resent. What is someone lost their automatic email. How do i regenerate and send?
Dmitry, Agreed this is not a feasible option, especially with the recent price increase. I could potentially 'work around' and use WA Email features but would need customizable event fields that I could use to generate emails. (e.g. CPE Hourse, CPE category, etc.)
I agree - this is worthless for our organization. Adding monthly expenses to our non-profit is just not an option. It would be great if Wild Apricot could incorporate this in the system and make it easy to use just like sending automated event reminders to registered people. It would also be nice to have CEU tracking built in to each person's profile.
Here is a version of Integromat template, which does not rely on Eledo. Instead it converts HTML into PDF.
Integromat template is just a first step, you can customize scenario in any way you want.
If Eledo does not work for you, it could easily replaced by PDF module, WebMerge or any other tool capable of building PDF files.
Gordon Vernon commented
I agree with other commenters, This is worthless. While the Integromat portion seems pretty straightforward, Eledo is entirely too complicated to understand and, while I've sent a support request from Eledo, I've yet to hear back from them. I feel like I need a degree in Eledo to understand how to use it. I think we'd all love an in-house solution from Wild Apricot. that can be customized to our hearts content. Thanks.
I tried using this yesterday and the system is horrible. Eledo is very difficult to use and set-up. I don't think this is a viable solution.
NATHAN F MCGANTY commented
Yes this is worthless. Remember most us our non-profit with limited finances. We are not looking to add to our monthly fees. I would prefer you allowing us to add certificates to individuals and patches to member accounts/profiles.
Good step forward. However, we are looking to have a built-in solution, with no extra payment.