Certificates of participation are a logical conclusion for many training workshops. They are the evidence of attendance and a proof of learning efforts and achievements.
Although everyone has a rough idea what a certificate is, there are no regulations on the subject. Because of this, trainers who want to award their students with certificates can face certain challenges in the process of preparing and distributing them.
Finding the right answers to some of these challenges can increase certificates’ value and boost the reputation of the course. Solutions for others will help set up a smooth and quick procedure of certificate generation.
In this guide, we’ll take a look at the five most common problems related to making and sending certificates for training workshops:
Certificates can be issued by anyone. You don’t need any accreditation to give it to others.
What you do need is a way to prove its value. And here it’s important to keep in mind one thing — a certificate is not a purpose for attending a workshop or a course. It is just a physical confirmation that a person took part in it. What really matters is the quality of the learning program a certificate is associated with.
The prospect of getting a certificate raises students’ motivation to sign up for your event. By adding various requirements to receive it, you can encourage attendees to participate more actively. It’s worth taking time to think about which conditions bring the most benefits to you.
Participating in an event. This is the easiest condition to fulfill, but perhaps, the least motivating and convincing one. Unless your workshops are well-known for their effectiveness and your name alone speaks for itself, simply stating that a person took part in some event won’t mean much. A person could attend, but doesn’t get anything out of it.
Passing a test. Certificates of participation are often not taken seriously because just taking part in an event doesn’t guarantee anything. Students could slack off during a training session knowing that they will get a certificate in any case. If, however, for getting it they have to show what they have learned, they will take it more seriously. It will also help you maintain a certain standard among those who have completed your courses. If you set this condition, you need to think through what to do with those who haven’t passed a test. Leaving them without certificates at all will result in negative reviews. Follow-up meetings where you can work out all unclear moments and conduct a test one more time could be a good compromise.
Participating and leaving feedback. The second requirement is beneficial for a trainer and their future events. While evaluations are a great tool for promotion, many students don’t want to spend their time on writing feedback. By providing a certificate after getting feedback you can be sure that you have enough testimonials to back up the quality of your courses.
Want to collect constructive feedback? Read our article on how to improve your post-event survey.
To give a better understanding of what your certificates are given for and how useful they are, you can add the detailed description of the training program and conditions for receiving a certificate to your website where anyone can find it.This measure will be especially useful for job searching: an HR manager can easily look up events certificates for which are attached to a LinkedIn profile.
A certificate is only a single sheet of paper. And you need to cram in this space just enough information to make it clear what this document is about.
There are parameters that should be present on a certificate in any case and details that you can choose to omit depending on the situation.
A training certificate should include the following:
What else could be added to a certificate:
See our recommendations on the event duration.
More about PDU and how this feature works in Workshop Butler is here.
When deciding what details to add to your certificate, think about why they need to be there. Students want to see the information that helps them prove their skills while trainers and facilitators need the details that will clearly point at them.
You can see certificate designs for all purposes and tastes on the net. What things to pay attention to when choosing a template or designing your own?
To create your own certificate template, you don’t have to master complex designer software. There are plenty of simpler options.
The easiest one is to download a template from the net. Although, there is a high chance that others have already used it. That’s why we recommend investing time in creating a certificate design just for your classes.
There are special services that allow you to create certificates online. Some of them make it possible to distribute certificates too.
It’s a multi-purposed design platform which suits for creating certificates. A free plan has a decent number of options and the Pro version opens access to a wide range of templates and images.
What you can do there:
This service allows you to create templates, customize, and bulk send them.
On the Free plan, you can:
Paid plans raise the sending limit and offer additional features.
An extremely simple and completely free online service that doesn’t require even registration. The downside is that the choice of templates is limited too and you’ll have to make a copy for each participant separately, by manually adding their personal details. If you are looking for a fast solution and don’t care about originality much, this could be a good choice.
This list is far from being complete and there are many other apps for making certificates but their functionality is pretty much similar to each other.
Special software is not the only way to design a template. You can also use tools which can be found on almost every laptop.
Template gallery: available.
Design elements: borders, shapes, images, icons.
Formats to save: doc, pdf, and others.
Bulk sending: works with Autocrat, Microsoft Mail Merge, Workshop Butler.
In Microsoft Word, you can choose from pre-made templates or design everything from scratch.
Choosing and editing a pre-made certificate template in Microsoft Word:
The drawback of pre-made templates in Microsoft Word is that changing the design too much might be difficult. If you don’t find anything suitable in the template gallery, you can create your own ideal template.
Making a certificate template from scratch in Microsoft Word:
From here, you can start designing your certificate. There are lots of features and paths for this in Microsoft Word, so we’ll just list the ones that are most useful for this purpose:
Design → Page Borders will create a frame for your certificate. You can choose among different patterns, change width and color.
To create custom borders, use Insert → Pictures and add an image of borders. You can find one among stock images. To put it into the background, right click on an image → Wrap Text → choose Behind Text.
Design → Page Color will change the background color.
Insert → Shapes is another tool you can use to decorate your certificate.
Insert → Icons contain interesting ideas too. We recommend checking the Illustrations tab in the Images menu as you can find suitable pictures there.
Insert → Text Boxes place text on a template. You can change font, size, and color. If you plan to replace text in boxes with variables (e.g. names), remember to make them long enough so that any text can fit in there.
The Wrap Text option which appears upon the right mouse click on an object will put it behind or in front of other objects. E.g. you can use it to put an image in the background so that it doesn’t overlap with the text.
Useful tips:
Available formats. You can save a template in different formats: .doc, .pdf, .rtf, etc.
Sending options. Templates made in Microsoft Word work with services for bulk sending certificates: you can distribute certificates right from Word using Mail Merge or upload a template to Workshop Butler.
Template gallery: available.
Design elements: borders, shapes, images, icons.
Formats to save: jpeg, png, pdf, and others.
Bulk sending: work with Autocrat and Certify’em.
The process of making certificates in PowerPoint is similar to the one in Microsoft Word, but more convenient. It’s easier to access many tools, position objects, or align them.
Using pre-made certificate templates in PowerPoint:
The algorithm for searching and editing ready-made templates is the same as for Word, except that the templates themselves are different. It’s also easier to change the position of objects here than in Word where it might be faster to create a new object than trying to change the existing one.
We would recommend paying attention to the slide size: Design → Slide Size → Custom Slide Size → choose A4 in the dropdown menu. This way, certificates would be suitable for printing.
Making a certificate template from scratch in PowerPoint:
The set of available tools is a little bit different too so you have to do some operations in a different way:
Use Insert → Shapes or Pictures instead of Borders feature in Word. Shapes: choose the shape you want to use for a border and add it to your template → in the Settings for this object, choose Shape Fill → No Fill → adjust line’s width, form, and color in the Format Shape menu on the right.
Pictures: add a picture from your computer or from the net. If you insert an image after adding other objects and it overlaps them, right click on the inserted image and choose the Bring to Back option.
Use Design → Format Background to change the background color.
As mentioned above, use Bring to Back and Bring to Front options which appear by the right-click on the object, instead of Wrap Text.
Available formats. You can save a template in different formats: .jpeg, .png, .pdf, etc.
Sending options. Certificates created in Powerpoint can be converted into Google Slides and bulk sent with Autocrat or Certify’em.
Template gallery: no templates for certificates.
Design elements: borders, shapes, images.
Formats to save: .pdf and others.
Bulk sending: work with Microsoft Mail Merge and Workshop Butler.
Google Workspace has a free version and is affordable to everyone. For certificate templates, you can use either Google Docs or Google Slides. The latter is easier to use for template design, however, Google Docs allows you to create simple templates too.
Let’s see how to make a certificate template in Google Docs:
It’s possible to add images as well. If you plan to use them as a background, we recommend adding them in the end, when all other objects are in place. Insert an image and perform the same process as described above: in Image Options, change Text Wrapping to Wrap Text and Position to Fix Position on Page. Don’t worry, if other objects will be moved at this point → Resize and move an image how you need it, then change Text Wrapping to Behind Text. After that, all objects will return to their original position.
Available formats. You can download the file as .pdf or in other formats.
Saving options. Certificate templates created in Google Docs can be saved in .docx format and used with Microsoft Mail Merge and Workshop Butler.
Template gallery: 2 certificate templates.
Design elements: borders, shapes, lines, images.
Formats to save: pdf, jpeg, png, etc.
Bulk sending: work with Autocrat and Certify’em.
Google Docs is not really a service meant for designing certificates. You can make a simple template with it, but nothing fancy. To have more options at hand and to create a good-looking certificate, we recommend trying another Google app — Google Slides.
In the gallery, there are a couple of templates for certificates, which you can edit. And to create a template from scratch, just choose the Blank option.
To make a certificate suitable for printing; change the page orientation: File → Page Setup → Custom → 29.7cm (11.7 inches) x 21 cm (8.3 inches) for horizontal orientation and vice versa for the vertical one. That’s the size of A4 paper.
The tools for designing a certificate in Slides are similar to the ones in Powerpoint:
Available formats. The template can be downloaded as .pdf, .jpeg, .png, etc.
Sending options. Like Powerpoint templates, Google Slides will work with Autocrat and Certify’em.
Filling in each certificate manually, then sending it to each student is time-consuming and error-prone. And it’s also unnecessary as there are various tools populating certificates with data automatically and sending them to students via email.
Template formats: Google Slides.
Personalization: Google Sheet.
Variables for personalization: attributes.
Sending conditions: upon submitting feedback in Google Forms or on time.
Autocrat extension uses the data from a Google Sheet to customize certificates and send them.
To send certificates automatically via email using Autocrat, you need to do the following:
If you are using Google apps for your workshops, Autocrat could be a good solution. However, with other services to collect feedback, you will have to export data to Google Sheets first which means an extra step in the feedback gathering process.
Template formats: Google Slides.
Personalization: Google Form.
Variables for personalization: {{merge tags}}.
Sending conditions: upon submitting feedback in Google Forms.
Certify’em is another add-on working with Google apps. Unlike Autocrat, it works with Google Forms directly and generates certificates after a form is submitted. It’s primarily meant for issuing certificates for tests and quizzes; however you can use it for other purposes too.
To automatically send certificates from Google Forms using Certify’em, follow these steps:
Certify’em is configured quicker and easier than Autocrat, however it has several downsides. First, since you are sending your Google Form as a quiz, your attendees will see a message about quiz results after completing the form, which might confuse them. And second, Certify’em has paid plans and on the free plan, there will be an app logo on all certificates it generates.
Template formats: Microsoft Word.
Personalization: Microsoft Excel.
Variables for personalization: Merge_field.
Sending conditions: upon activation.
Microsoft Word has its own method of bulk sending certificates. It’s called Mail Merge.
To send certificates using Mail Merge, follow the steps below:
Template formats: Microsoft Word.
Personalization: made automatically by WSB
Variables for personalization: tags.
Sending conditions: automatically after receiving feedback or manually.
The sign of good software is that you don’t have to perform too many actions to accomplish a task. And Workshop Butler perfectly fits this description. The steps for sending certificates with it are the following:
That’s it. These are all the steps you need to do in order for the certificates to be sent to your students. The rest will be done by the system. And here is how it will work:
That’s the default way, but not the only one. Another method is to turn off automatic evaluation requests and generate certificates with a single click of a button for each attendee, then request evaluations.
What you can also do with WSB:
Find more information about WSB certificates here.
Although workshop certificates are not obligatory, they give a lasting sense of accomplishment to students and serve as an additional reason for people to take part in an event.
Thinking through the process of certificate generation at the start and answering all possible questions will make these functions really work, becoming a benefit to your workshop or course.
Q: Who can issue a training certificate?
A: Anyone, no permission is needed.
Q: On what conditions will students receive certificates?
A: Certificates can be given for participation in a workshop or passing a test. Trainers can also send additional rules like submitting an event feedback first.
Q: What to write on a certificate?
A: A certificate should contain information that helps students prove that it belongs to them (e.g. name) and explain what it is given for (e.g. event title, trainer’s name). It can also include any other data that would be beneficial for students (e.g. event duration).
Q: How to make a certificate template?
A: Download a template from the net, use online services (e.g. Canva, Certifier, Certificate Magic, etc.) or standard tools (Microsoft Word, Microsoft PowerPoint, Google Docs, Google Slides).
Q: How to send certificates through email?
A: There are different apps for this purpose and the choice depends on the format of a certificate template and, sometimes, on how feedback is collected. Certificates can be sent via Autocrat, Certify’em, Microsoft Mail Merge. Or trainers can entrust the whole process to Workshop Butler.