How to use course certificate filters, pagination, and offline certificates in Highlevel

• Navigating to Certificate Creation
• Creating and Sending Your Certificate
• Ensuring Certificate Accuracy Before Sending
• Checking the Certificate Arrival and Viewing
• Managing Issued Certificates and Utilizing New Features
• Final Thoughts

Issuing certificates can significantly enhance the experience of your event participants, giving them a tangible proof of their achievement. Whether you’re running an online course, an offline workshop, or a sales event, certificates can boost participants’ pride and accomplishment. In this blog, we’ll walk you through using GoHighLevel to create and manage both online and offline certificates, helping you streamline the process and ensure professional results.

Navigating to Certificate Creation

To start creating certificates in GoHighLevel:

1. Log In to GoHighLevel:
   • Begin by logging into your GoHighLevel account.
2. Access the Certificates Section:
   • Navigate to the ‘Memberships’ section on the left sidebar.
   • Click on ‘Certificates’ at the top.
   • Select ‘Add New’ to start creating a certificate.

Creating and Sending Your Certificate

You can choose between using a certificate template or creating one from scratch. Here’s a step-by-step guide:

1. Select a Template:
   • Choose a certificate template or select a blank certificate. For this example, we’ll use a template.
   • Hit ‘Confirm’ to proceed.
2. Customize the Certificate:
   • On the left, you’ll see various modules to modify your certificate. For now, we’ll keep it simple.
   • Rename your certificate (e.g., “Demo Certificate”) and hit ‘Save.’
3. Prepare to Send the Certificate:
   • Add the instructor’s name and the recipient’s email. If the recipient is already in your contacts, select them. If not, add a new contact by entering their details.
   • Click ‘Submit’ to save the new contact.

Ensuring Certificate Accuracy Before Sending

Before sending out the certificate, ensure that all custom values are correctly populated to avoid blank fields:

1. Check Custom Values:
   • Ensure the contact name and other custom values are correctly entered. Missing values will result in placeholders like “Contact Name” appearing on the certificate, which looks unprofessional.
2. Send the Certificate:
   • Once verified, hit ‘Send’ at the bottom right corner.
   • Confirm by clicking ‘Send Email.’
   • You should see a success message indicating the certificate has been sent.

Checking the Certificate Arrival and Viewing

To confirm that the certificate has been received:

1. Check the Recipient’s Email:
   • Have the recipient check their email for the new certificate.
   • They should see the certificate with options to view and download it.

Managing Issued Certificates and Utilizing New Features

After issuing certificates, you can manage and track them effectively:

1. View Issued Certificates:
   • Go back to the ‘Issued Certificates’ section to see all the certificates that have been sent.
   • Utilize the new filters to search certificates by date or title for easy management.

Final Thoughts

GoHighLevel’s certificate feature is a powerful tool for enhancing participant experience in both online and offline events. By providing certificates, you not only acknowledge their efforts but also give them a keepsake of their achievement. With the steps outlined in this guide, you can efficiently create, customize, and manage certificates, ensuring a seamless and professional process. Try it out and take your event certification process to the next level!

If you found this guide helpful, feel free to leave a comment or reach out with any questions. Happy certifying!