How to Send E-Certificate to Participants

Once you’ve created a certificate template and added participants, the next step is to send e-certificates to participants. CertFusion makes this process simple, automated, and trackable.

Step 1: Prepare Your Certificate and Recipients

1. Log in to your CertFusion dashboard.

2. Go to Certificate Templates and select the certificate template you want to issue.

3. Ensure your recipients are added:

   • CSV / Excel Upload – Import a participant list.
   • Form Integrations – Typeform, Tally, Google Form (via add-on).
   • Webinar Integrations – Zoom, Webex attendance lists.

Tip: Each participant must have a Name and Email to receive their certificate.

Step 2: Map Fields for Personalization

1. Make sure each participant’s data is mapped to the certificate’s dynamic fields:

   • Recipient Name – filled from your data source
   • Issued Date – automatically added
   • Certificate UUID – unique for verification
   • Custom Fields – optional additional information

2. Review the mapping preview to ensure all data aligns correctly.

Step 3: Send Certificates

Option 1: Auto-Issuance

• If your integration supports auto-issue (e.g., Typeform, Tally, Google Form, Zoom), toggle Auto-Issue Certificates.
• CertFusion will generate and send certificates automatically whenever a new participant is added.

Option 2: Manual Issue

• For CSV or manually uploaded recipients:

  1. Select the participants in the Recipients list.
  2. Click Issue Certificates.

  

• Each certificate is personalized for the participant and sent via email immediately.

Step 4: Email Delivery Details

CertFusion emails certificates directly to participants:

• Each email contains:

  • A unique link to view their certificate online
  • Options to download the PDF
  • Verification link to confirm authenticity

• Emails are sent from a professional, verifiable sender to ensure delivery and avoid spam filters.

• Participants do not need a CertFusion account to access their certificate.

Tip: You can customize the email message to include a greeting, instructions, or branding.

Step 5: Track Certificate Delivery & Analytics

CertFusion provides detailed analytics for certificate distribution:

• Delivery Status: See which participants received the email.
• Opens & Downloads: Track who has opened and downloaded their certificate.
• Resend Option: Quickly resend certificates to participants who missed them.
• Export Data: Export recipient activity for record-keeping or compliance reporting.

Why Use CertFusion for Sending E-Certificates

• Automated Delivery: Send certificates immediately after participant registration or course completion.
• Dynamic Personalization: Each participant receives a certificate with their name, issued date, and unique ID.
• Trackable & Verifiable: Monitor delivery, engagement, and certificate authenticity.
• Scalable: Works for a few participants or thousands at once.

Next Steps

Now you know how to send e-certificate to participants using CertFusion, and how its delivery and analytics features help you track engagement.

📌 Pro Tip: Enable auto-issue whenever possible for maximum efficiency and real-time certificate delivery.

👉 Log in to CertFusion and start sending certificates automatically today.