Issue certificates to people

Once a program has a template, you can issue certificates to a list of people. Each person gets their own certificate, rendered from the template with their name and a unique code.

Add recipients

Open the program's Issue tab and choose a template from the Certificate template dropdown. You'll see Template ready when it has loaded. Then add the people who earned it in one of two ways:

• Manual: type a name and email and press the + button. You can also paste rows from a spreadsheet (a Name/Email column) to add them all at once.
• Spreadsheet: drop or upload an .xlsx, .xls, or .csv file, then map which column is the name and which is the email. A preview shows what will be created, and duplicate emails are removed automatically.

Every recipient needs a name, because the certificate shows the name and never the email. If anyone on the list has no name, a note says how many, and Issue certificates stays disabled until you add their names or remove them.

Create and send

Press Issue certificates. Gathin creates a certificate for each person and shows a progress bar. When they're all created, the page switches to the Holders tab, where the new recipients appear.

Creating a certificate does not email it. Sending is a separate step, so you can review first. On the Holders tab, press Send emails to email everyone who hasn't received theirs yet. The status column shows Sent or Not sent for each person.

Manage holders

The Holders tab is your record of everyone with a certificate. You can:

• Search by name, email, or code.
• Open a holder's public certificate with the link icon.
• Remove a single certificate, or select several with the checkboxes and remove them in bulk. The box at the top selects only the holders your search shows. Before anything is removed you confirm how many, and afterwards you see how many were removed (and how many couldn't be).

Before you issue, set your community's LinkedIn Company ID in settings. The info banner on the Issue tab links there. With it set, your community shows up as the issuing organization when recipients add the certificate to LinkedIn.