Automate Certificate Delivery to Your Event Attendees

With Zapier and Certifier, you can easily automate the process of issuing certificates to attendees of your Livestorm events. This step-by-step guide will help you streamline the task and deliver a great experience to your participants.

In this article

• Create a Certificate in Certifier
• Create a Group & Test Your Certificate in Certifier
• Connect Certifier to Zapier
• Connect Livestorm to Zapier
• Set Up the Zap Workflow
  • Set Up Livestorm as the Trigger
  • Set Up Certifier as the Action
• Resend Certificates from Certifier

Create a Certificate in Certifier

Follow these steps to create a professional and customized certificate for your Livestorm event using Certifier:

1

Go to Certifier and log in to your account (or create one if you don’t already have access).

2

Once logged in, click on Designs > Create Design > Certificate Design.

3

Use the design editor to create your certificate.

Make sure to leave the [recipient.name] attribute on it if you want to customize the certificate with your attendees' names.

You can:

• Use a template to quickly start with a predefined layout.
• Add a background by uploading your own image.
• Add image elements such as your logo or decorative graphics.
• Insert text fields for details like the certificate title, event name, and date.
• Add a QR code to allow recipients or third parties to verify the certificate's authenticity.

4

Add a name to your certificate and then Save it.

I recommend naming your certificate after your event to keep everything organized. 👌

Create a Group & Test Your Certificate in Certifier

The certificate you created will be sent through the group you set up in Certifier. By linking your certificate to this group, you ensure that it is issued automatically to the attendees of your event.

1

Navigate to the Groups tab in the Certifier dashboard and select Create Group.

2

Enter a name for your group and link it to the certificate you created earlier.

3

Start testing by pressing the Issue Credentials button.

4

Choose Manually one by one, tick the box, and proceed by clicking Add Recipients.

5

Under the Credentials section, select Add Recipient and input your name and email address.

6

Preview your certificate by clicking Preview before issuing.

7

Ensure that the [recipient.name] placeholder has been replaced with your name.

8

Confirm the issuance by selecting Issue Credentials.

9

Finalize the process by choosing Issue Immediately.

10

Check your email inbox and click View Credential to access your certificate.

With a paid Certifier account, you can customize the design of the email sent with your certificate. This allows you to add your branding, logo, and personalized messages for a professional touch.

11

On the credential page, you can:

• Share your award.
• Add it to your LinkedIn profile.
• Download it as a PDF.
• Verify its authenticity using the Verify Credential feature.

Connect Certifier to Zapier

To automate the delivery of certificates, you first need to connect Certifier to Zapier. Follow these steps:

1

Log in to your Zapier account (or create one if you don’t already have access).

2

Navigate to Apps > Add connection from the left-hand menu.

3

In the search bar, type Certifier and select it from the results.

4

You’ll need to provide your Certifier API key. The instructions will appear in the pop-up.

5

Go to Certifier and click on Account > Settings.

6

Navigate to Developers > Access tokens > Generate Access Token.

7

Name your access token and click on Continue.

8

Click on Copy Token.

9

Paste the token in Zapier and click on Yes Continue to Certifier.

10

Your Certifier connection has been added to Zapier. 🎉

Ensure you use the correct API key linked to the Certifier account where your certificates and groups are managed.

Connect Livestorm to Zapier

To complete the automation setup, you need to connect Livestorm to Zapier. Follow these steps:

1

Go back to Apps > Add connection from the left-hand menu in Zapier.

2

In the search bar, type Livestorm and select it from the results.

3

You’ll need to provide your Livestorm API key. The instructions will appear in the pop-up.

4

You’ll be redirected to Livestorm, where you can log in (if required) and locate your Zapier token. Copy the token to proceed.

5

Paste your Livestorm token in Zapier and click Yes, Continue to Livestorm.

6

That's it! You now have connected both Certifier and Livestorm to Zapier. 🎉

Set Up the Zap Workflow

Set Up Livestorm as the Trigger

To start automating your certificates, Livestorm must be configured as the trigger in your Zap:

1

Create a Zap with the AI Help. Write "When somebody attends a Livestorm event Certifier will send a certificate" and press enter.

2

The suggested Zap will appear with Livestorm as the trigger and Certifier as the action. Press Try it.

3

The trigger should be set as Registrant Attended, and your Livestorm account should be connected as you've set it up before. Click Continue.

4

In the Filter by Event drop-down menu, select the event for which you want the certificate to be sent.

5

In the Filter by Session drop-down menu, select the specific session of the event.

6

Once your event and session are added, click Continue.

7

The trigger is tested and finds registrants, which means the token is working and connected to your Livestorm account. Click Continue with selected record.

Set Up Certifier as the Action

After setting up Livestorm as the trigger, configure Certifier as the action to issue certificates:

1

Ensure the action is set to Issue Credential, and that your Certifier account is connected as you've set it up before in Zapier. Click Continue.

2

Select the group you've set up in Certifier with the certificate attached to it.

3

Map the Recipient Name field by typing / and, in the menu, select People First Name and People Last Name.

4

Map the Recipient Email field by typing / and, in the menu, select People Email.

5

Ensure the Issue Credential and Send Credential fields are set to True. If you only want to generate certificates without sending them, set the Send Credential field to False.

6

Set the Issue Date to Session ended at and set an expiry date if you wish the certificate to expire. Click Continue.

7

Test your step to ensure everything works as expected. It will send you a test email so you can verify everything ran smoothly.

8

The test is successful, so everything is set up in Zapier now and you can Publish your Zap. 🎉

When your event session ends, Zapier will automatically trigger Certifier to send the certificate to your attendees, ensuring a seamless and professional experience for both you and your participants. 👌

Resend Certificates from Certifier

Sometimes, attendees may lose their certificate emails or accidentally delete them. Certifier makes it easy to resend certificates when needed. Follow these steps:

1

Log in to your Certifier account.

2

Navigate to the Credentials section, where you can see the full list of certificates that have been sent, along with the status indicating whether the email has been opened and if the certificate has been accessed.

3

Locate the attendee whose certificate you want to resend. You can use the search bar to quickly find their name or email address. Select their name and click on Resend Email to send the certificate again.

4

If needed, you can also export the certificate as a PDF.