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Create and assign certificates

Build a reusable certificate template, position dynamic fields and connect the finished design to a course.

For: Platform administrators and learning managersReading time: 12 minIncludes video guideBuilt from Admin walkthroughAdmin access
Create and assign certificatesNarration retained · lightweight training copy embedded.
Admin walkthrough reviewed
Source walkthrough

admin_certificates.mov · Reviewed against the Buzzmint Engage Admin interface on 16 July 2026. The full-motion master remains in the private BUZZMINT VIDEOS Drive folder.

  1. 00:00Open Certificates

    Review existing templates and start a new certificate.

  2. 00:20Define fields

    Add recipient, qualification, logo and date fields.

  3. 00:49Choose the design

    Select page size and upload the background.

  4. 01:14Position and style fields

    Adjust field placement and text properties.

  5. 02:12Save and assign

    Save the template and attach it to a course.

What Certificates controls

Certificates lets administrators build reusable certificate templates and connect them to completion rules in Courses. The template controls the background, page format and dynamic fields placed on the final certificate.

The Certificates area lists saved templates and provides the Add Certificate action.
The Certificates area lists saved templates and provides the Add Certificate action.

Define certificate fields

Enter a certificate name, then define the fields the template will use. The walkthrough includes examples for recipient name, qualification, certificate logo and date of completion.

Field typeTypical useCheck
TextRecipient name, qualification or other generated wordingMark required only when the value must always be available.
LogoOrganisation or certificate brandingUse an approved high-quality asset.
DateCompletion or issue dateConfirm the displayed date convention.
Certificate fields are labelled, assigned a type and optionally marked as required.
Certificate fields are labelled, assigned a type and optionally marked as required.

Choose the page and design the template

Select the appropriate page format, upload the background artwork and position each field on the canvas. Available formats shown in the walkthrough include square, A4 and A3 landscape or portrait options.

Choose the page format and upload the approved certificate background before positioning fields.
Choose the page format and upload the approved certificate background before positioning fields.

Configure field properties

Select a field to control its position, alignment, font family, size, colour and text alignment. Check the full certificate rather than judging one field in isolation.

Field Properties controls placement and text styling for the selected certificate field.
Field Properties controls placement and text styling for the selected certificate field.

Assign a certificate to a course

1

Save the certificate template

Confirm the design and save the reusable certificate.

2

Open the relevant course

Go to Courses and edit the course that should issue the certificate.

3

Add a certificate rule

Choose the saved certificate and confirm the course completion behaviour.

4

Update the course

Save the course and complete a test journey before release.

A saved certificate can be selected from the course configuration and issued on completion.
A saved certificate can be selected from the course configuration and issued on completion.

Certificate best practice

  • Use a descriptive internal template name.
  • Keep legal or credential wording approved and stable.
  • Leave safe margins around variable text.
  • Test unusually long names and qualifications.
  • Verify the course completion rule before inviting learners.

Certificate checklist

  • The background matches the selected page format.
  • Every required field has a reliable data source.
  • Text remains readable at the final export size.
  • Logos are not stretched or pixelated.
  • The correct course uses the correct certificate.
  • A test learner can complete the course and receive the expected result.

Common issues

A field is empty on the certificate

Confirm the field is mapped to information collected during the user or course journey.

Text overlaps the artwork

Move or resize the field and test with longer sample values.

The course does not issue a certificate

Check that the saved template is attached to the course and that the learner meets the completion rule.

Hub version 0.3.7 · Last updated 16 July 2026

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