Question 1

How to create a campaign from scratch ?

Accepted Answer

To create a campaign from scratch, follow the next steps :

Select or create a folder

Create a new campaign, Define the campaign name, add a tag (optional)

Choose your template(s), 3 options :

Create a new template
Select template(s)
Click on “show all templates in organization” if the desired template is not available in the list

Upload an attachment file

Add recipients, 2 options :

Enter manually, the recipients’ list

Upload Excel or CSV file :

||| Match the required variables for selected template(s) along with your xls file data

First, import recipients’ list, then the system will confirm that the import is successful (modify your list if necessary)

Preview your documents :

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Question 2

How to create, design and manage your templates ?

Accepted Answer

Create a new template

Upload a PDF template : browse in your computer and add the desired template
Design your template in the template editor

Chose a pre-made template from our library
Import a PDF, where you will be able to add variables or extra static text
No template ? Don’t worry, you can start from scratch in this editor :

Layout : choose the document format / if you don’t find the format define the width and height

Add text : define the position / depth / alignment / size / font / color of your text

Custom fields : define the position / depth / name / alignment / size / font / color of the variable (dynamic fields)

Add picture : upload an image from your computer :

Manage font : unable to find your font in our list ? add yours by browsing your computer

![](https://storage.crisp.chat/users/helpdesk/websi

Question 3

What is the Smart Certificate platform?

Accepted Answer

Smart Certificate allows organizations to issue and certify any kind of documents, verifiable in a single click. The platform allows organizations to issue their documents towards recipients in a secure way, with full respect of privacy rules.

Question 4

How does it work ?

Accepted Answer

Through a secure digital process (which we call a campaign), organizations can customize and issue certified documents to recipients. An (activation) email is sent to them which includes a link that enables recipients to activate their account and access their certificates. Once activated, the certified documents are secured in the recipients’ profile. They can share from then on certified documents for any opportunities making these documents easy to verify.

Question 5

How to leverage your documents for your own branding (the Smart Ads feature)?

Accepted Answer

The Smart Certificate platform constitutes a promotional tool for organizations.

The smart ads feature allows to add clickable dynamic banners linked to every document. The documents can be crowned with a banner (Smart Ads) that redirects visitors to the website of the issuing organization (if the latter wishes). The organization is promoted by its best and most loyal ambassadors, generating a real relationship of trust between the organization and its recipients.

Question 6

What kind of documents can I issue?

Accepted Answer

You can issue documents like certificates, attestations, diplomas, permits, transcripts, and many more. Besides documents, you can also issue badges.

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