How to send the certificate of attendance to your event presented attendees?

We explain step-by-step how to send attendance certificates to those attendees who have presented themselves, that is, whose check-in we have through the Check-in App

1. In Check-In > Settings, export the List of presented (those who have been checked in).

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2. In Properties > Import, create a single-selection property to segment the attendee list. Name it Check-in, and give it one option: Attended YES.

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3.  In the Attendee List, export the import template.

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4. Fill in only the following two columns in the Excel file, using the data from the list you exported in step 1:

  • Email
  • Check-in > Attended YES

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Then, import this file, making sure to leave the switch "Make empty fields modify the previous value, the password is not affected" disabled. 

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This will ensure that only the Check-in > Attended YES column is updated, leaving all other attendee properties unchanged.

5. n Emails > Campaigns, create the email for sending the certificate. Use a module like "Add Button" and set it up as follows:

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  • If you created the certificate in Registration > Certificates, use the variable { {certificate_url} } (without spaces between the brackets).

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6. Send the campaign to the Check-in > Attended YES segment.

IMPORTANT❗Remember to generate the badge or certificate beforehand.

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