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Then select the prospect and the reason to confirm their attendance.
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Awarding Certificates to Session Attendants
Captello allows you to send certificates to attendees upon completing sessions, either by using a Captello email campaign or Accredible (3rd Party). Both ways are detailed below.
Using a Captello Email Campaign
Sending certificates using an email campaign requires creating an email with session merge fields. Captello has a built-in template that has all the needed merge fields.
Creating an Email with Session Merge Fields
To create the email with session merge fields, follow the steps below:
Navigate to 'Content > Emails'
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On the top right of the screen, click ‘New'
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Enter the email campaign details.
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Start with a template for a drag and drop experience.
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Choose a layout. In our example, we are using a simple 1 column layout.
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Select the email body by clicking on it.
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On the right side, customize your message and click on ‘Fields’
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From ‘Category’ select ‘Event Session Confirmed Attendee’ and click ‘Insert’.
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The session certificate merge fields will be added. Including two sections, registrant info and attendee info (encircled in blue) which are pulled from the event registration platform you are using, and should be changed in accordance with event fields, if they are to be used.
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After making your final touches, click ‘Exit’ then ‘Save and Exit’
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Setting up The Fulfillment Action
Follow the steps below to add a fulfillment action to send a certificate upon completion.
Navigate to your Smart Survey.
In the ‘Sessions’ tab, click the drop-down of the desired session ‘Actions (Attendance Confirm)’
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Select the action ‘Send Email’
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Select the email you created earlier and add sender information as desired.
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Make sure to use an authenticated email domain for sending.
Click ‘Save’. Now your certificate email is set up!
Here is an example of how an email certificate looks like:
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Using Accredible
Connecting your Accredible Account
To connect your Accredible account, follow the steps below:
Navigate to 'Setup > Integrations > Connectors'
Find the Accredible connector, add your Accredible API token and click ‘Add Account’
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Your Accredible account is now connected!
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Setting up The Fulfillment Action
Navigate to your Smart Survey.
In the ‘Sessions’ tab, click the drop-down of the desired session ‘Actions (Attendance Confirm)’
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Add the action ‘Send to Accredible (Group)’ or ‘Send to Accredible (Session)’, based on your Accredible setup, then add your group or session ID.
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Click ‘Save’.
Your setup is now done! All confirmed attendees will be confirmed to your Accredible account!