CertFusion Knowledge Base: How to Use CertFusion

CertFusion is a versatile platform designed to simplify the creation, customization, and distribution of professional certificates. This guide provides step-by-step instructions to help you navigate and utilize CertFusion's features efficiently.

🔖 Getting Started

Access CertFusion

Navigate to CertFusion's website.
Click on the Pricing button to create a new account or Login if you already have one.

🔖 Creating a Design

Follow these steps to create and customize your certificate design in CertFusion:

Create a Design

Navigate to the "Designs" section on your dashboard.
Click "Create Design".
Enter a name for your new design.
After naming, you will be redirected to the drag-and-drop editor to start designing.

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Select a Template

In the editor, choose a pre-designed template as a starting point.
Templates are categorized for different use cases like academic, professional, or event-based certificates.

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Customize the Template

Use the drag-and-drop editor to:
- Edit text fields (e.g., name, title, date).
- Upload and position your logo or images.
- Adjust fonts, colors, and layout to match your branding.

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Save Your Design

Once your design is ready, click "Save".
Your saved design will now be available for certificate issuance.

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🔖 Creating a List

Creating a list of recipients is essential for efficient certificate issuance. CertFusion allows you to create and manage recipient lists easily:

Navigate to Lists

Go to the "Lists" section from your dashboard.

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Create a New List

Click on "Create".
Give your list a descriptive name to identify it later.
Attach a design to the list.

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Manage Lists

Edit, update, or delete lists as needed from the Lists section.
Use lists to assign recipients quickly when issuing certificates.

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🔖 Managing Recipients

Add Recipients Individually

Navigate to "Recipients".
Click on "Add Recipient" > Manually Add.
Select a List on the Right Panel
Enter the recipient's name and email address.
Click "Add" to add recipient to your list.

Bulk Upload Recipients

Prepare a CSV with recipient details.
Navigate to "Recipient".
Click on "Add Recipient" > "Import via CSV"".
Select a List on the Right Panel and upload your CSV file.
Upload your file and map the necessary fields.
Click "Import" to add recipients to your list.

🔖 Issuing Certificates

Issue Certificates

Navigate to "Recipients".
Select the list of recipients you want to issue certificates to and click "Issue".

Resend Email

Navigate to "Recipients".
Select the list of recipients you want to resend email to and click "Resend Email".

🔖 Integrations

CertFusion offers integrations to automate certificate issuance: