How to Use Custom Values in GoHighLevel Certificate Builder

• Navigating the Certificate Builder
• Adding Custom Values to Certificates
• Saving and Testing the Certificate
• Accessing Certificates in the Client Portal
• Next Steps

Today, we’re diving into the world of custom certificates with HighLevel and how you can use them to enhance your client experience. By the end of this guide, you’ll know how to add custom values to your certificates and how your clients can easily access them through the client portal.

Navigating the Certificate Builder

To get started, navigate to the Memberships section on your HighLevel platform. From there, go to Certificates at the top of the menu. You can either select an existing certificate or create a new one by clicking the + New icon. Choose Certificate Templates or start from scratch with a blank template.

In the Certificate Builder, you’ll find that all the custom values from your emails have been imported. Let’s walk through adding these values to your certificate.

Adding Custom Values to Certificates

1. Insert a New Text Box: To include today’s date, add a new text box to your certificate. Click inside the text box to reveal the upper menu.
2. Select Custom Fields: Click on the Custom Fields button. Here, you can choose from various options like contact, user, membership, and other custom fields that you’ve previously set in your account settings.
3. Create Custom Values: If you need to create new custom values, go to your account settings, click on Custom Values, and set them up. These can then be pulled into the Certificate Builder.

For example, to add today’s date, select the format you prefer—day, month, year—and arrange them in a central row. Edit the text to make it look polished.

You can also add other details like your company name, the student’s name, and the name of the completed course or coaching program. Simply drag and drop a new text box, delete the existing text, click on Custom Field, select Membership, and choose the Product Title.

Saving and Testing the Certificate

After customizing your certificate, save it. Send yourself a test email to see how it looks. Make sure to use an email that is a contact in your account to ensure all details are pulled correctly.

1. Click on the Send Offline Certificate icon in the top right corner.
2. Ensure the recipient email is a contact in your account.
3. Send the email and troubleshoot any issues before publishing.

Here’s a quick checklist:

• Verify the student name.
• Check your agency name.
• Confirm the course or certificate name.
• Ensure today’s date is displayed correctly.

Accessing Certificates in the Client Portal

Your clients can easily access their certificates through the HighLevel client portal. Here’s how:

1. Navigate to Sites on the left menu, then go to Client Portal at the top.
2. Under settings, you can see the domain setup. Click the three dots and select Preview to view your client portal.
3. In the client portal, clients can click on their name in the top right corner, select Account, and a new window will pop up.
4. Scroll down to Certificates to view and download all received certificates.

This streamlined access not only saves your clients time but also ensures they have a dedicated area to find their certificates, avoiding issues with lost emails or spam filters.

Next Steps

By following these steps with HighLevel, you’ll provide a seamless experience for your clients to access their certificates. This can increase client satisfaction and retention. Stay tuned for more tips and tutorials in our next blog post. Happy certifying!