During issuance, [Name] might become “Alice Johnson,” [CourseTitle] might become “Advanced Marketing 101,” and so on.

2. When to Use Dynamic Fields

  1. Personalizing Recipient Info
    • Use [Name] when each certificate should display a unique recipient name.
  2. Bulk Issuance
    • Perfect for issuing hundreds of certificates at once.
    • Match your CSV column headers (e.g., Name, Email) to the bracketed placeholders ([Name], [Email]).
  3. Automated Updates
    • No need to edit each certificate individually—the app does it for you.

3. Creating and Using Dynamic Fields

  1. Insert a Text Box
    • Go to the Text panel, click Add Text to place a text box.
    • Type your placeholder in square brackets, such as [Name] or [IDNumber].

Add Text

  1. Style & Position

    • Double-click the placeholder to edit the font, size, or color.
    • Drag the box to position it where you want the dynamic info to appear.

  2. Publish Your Design

    • Once you’re satisfied, hit Publish.
    • Your dynamic fields are now ready to be filled with actual data.

4. Bulk Issuance with Dynamic Fields

  1. CSV Preparation

    • Create a spreadsheet with headers matching your Dynamic Fields (e.g., Name, CourseTitle).
    • Note: You can download a sample CSV file (with headers only) by going to Groups in your dashboard and following the prompts.

  2. Upload in Recipients Section

    • Go to Recipients and upload your CSV.
    • The app will map each column header to your bracketed placeholders.

  3. Issue Certificates

    • Once uploaded, click Issue (or a similar button).
    • [Name], [CourseTitle], etc. get replaced with the corresponding data from each row.

Dynamic Fields

Best Practices & Tips

  • Consistent Naming: If your CSV column is named Name, make sure your Dynamic Field is [Name] (without extra spaces or different casing).
  • Preview & Test: Issue a test certificate to yourself or a small group before sending out hundreds.
  • Clean Design: Combine Dynamic Fields with well-placed logos, signatures, and QR codes for a polished certificate.

Summary

By combining text, logos, signatures, and QR codes with Dynamic Fields, you can create and issue beautifully customized certificates in Create My Certificate. Whether you’re personalizing a few or a few thousand certificates, these features ensure a professional, efficient process.

Note: While Dynamic Fields are currently text-based, keep an eye out for upcoming features that will expand this functionality to images—making your certificate designs even more versatile.

Happy Designing & Issuing!