How to add and configure a certificate template

This article is for certification brands, training companies, and trainers conducting their own events.

You can add templates to Workshop Butler, using which the system will generate certificates based on the conditions you set. For this, you will need to create a template itself first. Additionally, you can define for which event types or event categories this template should be used, in what language an event should be, what should be the date format, and whether it should be used for Free or Paid events.

How to add a certificate template 

1

Open Account Settings -> Certificate Templates and click Add Template.

2

For certification brands

Select an event type. You can use different templates for different types. We recommend adding a template for All types as it is used as the default one. 

Workshop Butler tries to find a template for a specific type and then searches through templates for All types. For example, you have two templates — the first one is for All Types and the second one is for a 1-day Workshop type. When a certificate for an attendee of a 1-day Workshop is required, Workshop Butler checks the second template if it fits other parameters as well (number of trainers, language). If not, then it looks at the first template for All types.

For training companies and trainers with subscriptions

Select a category. You can use different templates for different categories. However, you can only add templates for categories that you created.

3

For certification brands only

Select a language. You can use different templates for different languages. We recommend adding a template for All languages as it is used as the default one. 

To detect what template to use, Workshop Butler uses the first spoken language of an event. For example, there is an event with two languages: Dutch and English. Workshop Butler tries to find a template for the Dutch language first, then for All languages. If it finds neither of them, it does not produce a certificate.

4

Upload a certificate template. Follow this guide to learn how to create a proper certificate template.

After you upload a template, you will see the list of valid tags the system found there. If any of the tags are missing, correct them on a template and reupload it.

5

Select the date format. The date format defines how event and certificate issue dates are formatted. It can be either month and year or day, month, and year.

6

Decide if you want to limit certificate generation to free or paid events.

7

Save changes. To see how the certificate will look, click Generate test certificate link.