How to Create a Certificate

How to Create a Certificate

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This document explains how to create a certificate in LifterLMS.

In LifterLMS 6.0 and higher the certificates will be avaliable to edit in the block editor!

To access the certificate builder head into LifterLMS->Engagements->Certificates. From there, you can create a new certificate and will be presented with the default layout:

Title vs Certificate Header

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The first thing you will see is the title sections. The title outside of the certificate template is for internal use. This means that the title added here will only be seen by the admin on the back end. This is to help keep the templates organized.

The second title area “Certificate of Achievement” can be changed to fit the course you are creating the certificate for! If you click on this header you will get the option to change the color, size and a limited amount of header fonts if you are on the most recent version of WordPress.

Customization Settings

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Your certificate template can be completely customized, you do not need to leave it in the same format that the default is set to.

Some settings to help you customize your certificate include size options.

There are 6 default print sizes in inches to match printer sizes. You can set the orientation of your certificate to landscape (horizontal) or portrait (vertical).

  • A3 (297mm x 420mm)
  • A4 (210mm x 297mm)
  • A5 (148mm x 210mm)
  • Letter (8.5″ x 11″)
  • Legal (8.5″ x 14″)
  • Ledger (11″ x 17″)

You can also add your own custom size and orientation, if needed.

You can also set your Sequential ID for the certificate which will map to the merge code {sequential_id} for each new assigned certificate.

Note: The layout of this section may vary slightly depending on your theme but all of the options will still be avaliable to you.

Merge Codes and Shortcodes

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There are other merge codes and shortcodes you can you in your certificate as well. These can be found by clicking into the certificate and adding a block:

 

You will see this box for your merge code options:

 

The shortcode options:

 

Background Image

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You can also change your background image for the certificate from the default to a template specific image.

The important thing to note here is that the default image will change in the template and all awarded certificates if you change the image under LifterLMS->Settings->Engagements.

To keep an associated image with the certificate you can scroll down to Background Image and add your certificate background!

If you ever need to change this certificate background you can do so from the certificate template settings and click “Sync Awarded Certificates” to update them on any previously assigned certificates.

Legacy Certificates

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When updating from the old version of the certificate builder to 6.0, your previously existing certificate templates will remain as they are unless manually updated to the new builder.

You will see these certificates marked as “Legacy” and they can still be edited with the previously existing builder.

Please keep in mind that changes to the legacy certificate, once it has been earned by a student, will not take affect retroactively. The earned certificate will need to be deleted and re-triggered to update with any changes made.

Create certificate as an Engagement

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Next, you will need to add an engagement, enter your engagement information and set your engagement triggers.

 



Select “Certificate” for your engagement type.  You can select an engagement delay if you don’t want your certificate issued immediately.  Also, make sure to select your engagement trigger (the event that causes the certificate to be issued, for example completion of a lesson or course). Make sure to click “Publish” when you are done!

 



After a student has earned a certificate, they  can view in in their Dashboard.  Go to “My Courses,” 



and scroll down to “My Certificates,” to view.



For more information, you can also watch our video tutorial on certificates or review our documentation on Engagements.

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