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Guide

Before the batch: design, names, and a careful preview.

July 27, 20268 min read

A thoughtful certificate begins before generation. Decide what it recognizes, check the people on the list, and leave enough space for their names. The batch comes after those decisions.

What You'll Learn

  • •Which details belong in the background image
  • •Which details should come from the list
  • •What to check before making all the PDFs
  • •How to choose the final handoff

Step 1: Design Your Certificate Template

Separate the fixed design from the changing information. The exported image should hold only what every recipient shares.

  • Use a template: Canva, Adobe Express, or Certly all offer pre-built certificate templates. Start with a design that matches your event branding.
  • Customize colors and fonts: Add your organization's colors, logo, and event name. Keep the design minimal—whitespace is your friend.
  • Leave space: Keep changing names, roles, and dates out of the image. Text baked into a PNG cannot be replaced by a field.

Export your template as a PNG or JPG. High resolution (300 DPI) ensures it prints beautifully.

Step 2: Prepare Your Participant Data

Organize your participant information in a CSV file or Google Sheet. At minimum, include:

  • • Participant Name (required)
  • • Email Address (for sending)
  • • Completion Date or Badge (optional but recommended)

Names deserve an individual check. A title-case formula can help, but it can also change initials or multi-part names incorrectly.

Step 3: Generate Certificates in Bulk

In Certly, import your reviewed recipient list and reuse one design for the batch:

  1. Upload your template (PNG/JPG)
  2. Connect your Google Sheet or CSV with participant names
  3. Place name fields on the certificate canvas (drag-and-drop)
  4. Preview, then Generate — each row becomes a PDF on your device

Try the shortest and longest names before committing to the layout. Adjust the field width, font size, and alignment where needed.

Related Tools

Depending on your data source, explore these tailored solutions:

Step 4: Send Certificates to Your Participants

Once generated, you can send certificates directly via Gmail:

  • Connect your Gmail account: Sign in with Google; the API handles OAuth credentials in your session.
  • Customize the email: Add a personal message thanking participants for attending.
  • Review and send: Check the email preview and sending status. Google’s account quotas still apply.

💡 Pro Tip

Personalize your email subject line and body. Instead of a generic "Here's your certificate," try: "You earned your certificate! 🎉 — [Event Name]". Higher open rates and participant engagement.

Best Practices for Event Certificates

  • Include event branding: Your organization's logo, colors, and event name should be visible.
  • Keep it simple: Avoid clutter. Certificates are more impactful with negative space.
  • Add credibility: Include the date, organizer signature (digital or real), and relevant credentials or badges.
  • Make it shareable: Participants will want to share their certificates. A clean, professional design encourages this.
  • Test before sending: Generate one test certificate and review it before sending to all participants.

Ready to Get Started?

Bring the design and a few test rows first. Once the preview feels right, make the rest of the batch.

Generate Your First Certificate