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Getting Started

Everything you need to know to start creating and distributing certificates and badges

🚀 Quick Start in 5 Steps

1

Create Your Account

Sign up for a free account or log in with magic link authentication

What you'll need:
  • • Valid email address
  • • Organization name (can be updated later)
  • • No credit card required for free tier
2

Choose a Template

Browse our library of professional certificate and badge templates

Options available:
  • • 50+ pre-designed certificate templates
  • • Digital badge designs for various achievements
  • • Customizable colors, fonts, and layouts
  • • Upload your own branding and logos
Learn more about templates →
3

Add Recipients

Import your recipient list or add individuals manually

Multiple import methods:
  • • Upload CSV/Excel file with recipient data
  • • Copy-paste from spreadsheet
  • • Add individual recipients manually
  • • Sync from Zoom meetings (with Zoom App)
4

Generate & Preview

Generate certificates/badges and preview before sending

Generation features:
  • • Bulk generation for multiple recipients
  • • Personalized data fields (name, date, achievement)
  • • High-resolution PDF output
  • • Preview mode to check accuracy
5

Distribute & Track

Send certificates/badges via email and track delivery

Distribution options:
  • • Automated email delivery with custom message
  • • Downloadable shareable links
  • • Track open rates and download stats
  • • Blockchain verification (premium)

✨ Key Platform Features

Certificate Management

Create, customize, and distribute professional certificates with ease

Digital Badges

Award Open Badges-compliant digital credentials that are shareable online

Zoom App Integration

Track engagement and award badges in real-time during Zoom meetings

Team Collaboration

Invite team members and manage permissions for collaborative workflows

📋 Common First Tasks

💡 Tips for Success

Start with a Template

Use our professionally designed templates as a starting point. You can customize colors, fonts, and layouts to match your brand without starting from scratch.

Test Before Sending

Always generate and preview certificates before bulk distribution. Send test certificates to yourself to check formatting, spelling, and email delivery.

Organize with Events

Group certificates by events (webinars, courses, conferences) for better organization and easier tracking. This also helps with reporting and analytics.

Customize Email Messages

Personalize the email that accompanies certificates. A thoughtful message increases the perceived value and engagement with your credentials.

🎯 Ready to Go Deeper?

Explore our detailed guides to master specific features:

    Getting Started | webMOBI Certificates & Badges