How to Generate E-Certificate Automatically

Automating certificate creation saves hours of manual work and ensures a smooth experience for your participants. This guide shows you how to generate e-certificate automatically using CertFusion.

Step 1: Create a Certificate Template

1. Log in to your CertFusion dashboard.

2. Navigate to Certificate Templates → click Create.

3. Use the drag-and-drop editor to design your certificate.

   • Add branding elements: logo, colors, signatures.

   • Insert dynamic fields:

     • Recipient Name – automatically filled for each participant.
     • Unique Certificate ID – auto-generated for verification.
     • Custom Fields – create your own fields (e.g. Course Name, Hours, Instructor).

   

4. Click Save Template when done.

   

Step 2: Connect Attendee Data

CertFusion offers multiple ways to bring in participant data:

• Form Integrations: Connect Google Forms, Typeform, or Tally. Map form fields (Name, Email, custom fields) to your template fields.
• Webinar Integrations: Sync Zoom or Webex attendance lists automatically.
• CSV Upload or Manual Entry: Import data manually if your event is offline or you don’t use a form.

Step 3: Enable Auto-Issuance

Automation works slightly differently depending on your data source:

• For Integrated Sources (Forms & Webinars):

  1. Go to the integration in recipients index page.
  2. Select the connected form/webinar.
  3. Toggle Auto-Issue Certificates.

  CertFusion will now generate and send certificates automatically for every new submission or attendance record.

• For CSV or Manual Entry:

  1. Go to Recipients.
  2. Add participants manually or upload a CSV file.
  3. Select recipients and click Issue Certificates to send them.

Step 4: Delivery & Verification

Once certificates are issued, recipients will receive an email containing:

• A unique, secure URL to view their certificate online.
• Options to download the PDF or verify authenticity on your CertFusion-hosted verification page.

Tracking & Resending

In the Recipients page, you can:

• Resend certificates with a single click if needed.

Why Use CertFusion for Automation

• Saves Time: No manual editing or sending required.
• Error-Free: Names and details are auto-filled from your data source.
• Professional Experience: Instant delivery and verification links.
• Scalable: Works for 10 or 10,000 recipients.

Next Steps

Now you know how to generate e-certificate automatically with CertFusion.

📌 Tip: If you’re just getting started, try setting up a test template and running a sample form submission to confirm everything works before your real event.

👉 Get started with CertFusion today and automate your first certificate in minutes.