How to Create Certificates of Achievement for your Students

Hi everyone, Michael here!

We hope the start to your August has been as nice as the recent weather in Maine! There’s been a lot going on here at CourseStorm and we’ve spoken with many of our education providers who are gearing up for fall registration. Needless to say, we’re excited to share some new developments with you as we get closer to fall registration season.

In the meantime, we thought a quick tutorial on how to easily create certificates of achievement through CourseStorm would be helpful. We’ve noticed that a question many providers want to know is: how do you create certificates that students can earn after having completed a class? Well, we’re here to show you how!

Let’s get started.

Step 1: Open and Export your Class Roster

Screen Shot 2016-08-09 at 2.17.53 PMWhen you first get to your website, you’ll notice the “Admin Menu” button in the top left  corner. If you click there, and then click on “Classes” in the sidebar, you’ll be brought to your course catalog where you’ll be able to find the roster for the class you’re looking for. For Screen Shot 2016-06-08 at 10.06.07 AMthe purposes of this tutorial, let’s assume the class you’re making certificates for is the “Introduction to Microsoft Word” as shown below. Once you find your class, to get to the roster, click on the “registrants” link: below you’ll see that the “Intro to Word” class has 8 registrants.

Then click on the “Export Excel” button. This will create an excel spreadsheet of your roster with all of the information you’ll need for your certificate.

roster-screenshotStep 2: Mail Merge

After downloading and opening your excel spreadsheet with your class roster, open the certificate of achievement you can download here. You’ll notice that there’s a space for the student’s first name and last name, the name of the class taken, the date, and the instructor’s name.

Now click the “Mailings” option at the top of the word document, and click, “Start Mail Merge.” You’ll then click the “Letters” option, to keep the format of the certificate correct.

Screen Shot 2016-08-09 at 4.30.09 PMOnce you’ve made sure the “Letters” option has been selected, click “Select Recipients.” Then click, “Use an Existing List…” to be able to access the excel spreadsheet of your class roster.

After you’ve selected the excel sheet you downloaded from CourseStorm, you’ll be able to enter in “Merge Fields” on your certificate. The fields are where the names of your students, the date, the class name, andScreen Shot 2016-08-09 at 4.38.28 PM the instructor’s name will go – as you can seeon the example of the achievement certificate.

The “insert merge fields” button can be accessed directly under the “Mailings” option at the top of your word document. Once you’ve clicked on it, you’ll be able to choose which column of your excel spread sheet you want to insert onto your certificate. For example, as you can see on the sample certificate, we’ve put in the “First Name”, and “Last Name” columns on the line where the name of the student would go. That way, when you’re ready to apply the mail merge, the names of your students will show up individually on each certificate you print off.

Finally, go to the top of the page, all the way to the right of where the “insert merge fields” button was, and press “finish & merge”, and then “print documents.”

And there you have it! In just a few easy steps and clicks, you’ll be able to create custom made certificates of achievement for the “graduates” of your classes.

We hope this article was helpful for you! To watch a video of this process, click below. To download the certificate of achievement you see above (with room for your own logo), click here.