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      2. Getting started

      Beginners guide to Virtualbadge.io

      One document with all the steps to set up your account with ease

      Welcome to Virtualbadge.io! Whether you've just created an account or are on trial, this guide will help you get started.

      This document will cover:

      1. Setting up your Organization Information
      2. Creating and Setting Up Your First Certificate or Badge
      3. Adding Recipients and Sending the Certificate or Badge
      4. How the Recipient Can Claim, Download, and Share Their Credentials
      5. Additional Features

      1. Organisation Setup

      First, either click on "Manage Organization" or go to Account -> Settings.

       

      Tip: Make sure all the information on each tab in Settings is filled so you don't have to re-add them on every certificate.

      Let's take a closer look at each tab you'll find in the Settings section.

      Organization

      Here you can:

      • General Information
      • Location
      • Organization Slug
      • Paper Format (size & number of pages)
      • Organization Colors & Logo
      • Export Recipient Data

      Users & Roles

      • Invite and manage other users

      Billing

      • View or change your subscription
      • View invoices, change billing method, etc.

      Integrations and Trainer Module (Optional)

      Under Integrations, you find everything related to API, Certificate Validator and Third party integrations.

      Under Trainer Module, you can see the Activation Period, Update Recipient form terminology, Approval Type, Recipient & Trainer form fields.

      Please contact us via Chat, if you're interested

      2. Create your first certificate

      Click on "Create New Certificate" or the yellow arrow to create a new badge. Fill in the "Basic Details" section. This first section, as the name suggests, carries all the basic information about the certificate or badge that you are creating.

      Once you are done, go to the second tab "Designer". Use the following documents when you're on the "Designer" tab:

      Once you're done designing your certificate or badge. The next step is to set up the email and social media information.

      Recipient Experience Tab

      This consists of three sections:

      a. Email Setup

      i. Email Content:

      In this section, you will manage the information on the access email that will be sent to your recipeints. This is the email that they will use to get access to their certificates and badges.

      In this section, you can edit the following information: Header, subject line, content, body, and footer.

      If you would like to add any links to the content of your email, please reach out to our support team.

      ii. Style:

      In this section, you can browse through different email templates, and change the colors of the highlights.

      b. Social Media Posts

      This section is only displayed one the option "Social Media Mode" is enabled on the "Basic Details" tab.

      • Enable social media mode in Basic Details, if needed
      • Select the social media platforms that will be displayed to your recipients for sharing their credentials as posts. You can also add the suggested post texts and hashtags that they will see when sharing their posts.
      • Add to LinkedIn Profile: Enable this element to allow your recipients to their their credentials to their LinkedIn profiles in one click. The credentials will be added to the section "Licenses and Certificates", and will automatically display your company as the issuer, and the name of the credential that you choose on the "Basic Details" tab.
        The LinkedIn ID automatically adds your company as the issuer of the badges/certificates sent to your recipients, so the credential directly shows up on the recipient's profile. Here's a document on how to find the LinkedIn Organization ID.

      c. Certification Validation Setup

      • Here you can customize the information that will be displayed on the validation page of your credentials.
      • For more information, click here: Certificate Validation

      3. Adding Recipients

      This document will help you understand how to add and upload recipients.

      Once you've sent the certificates, here's what their statuses mean.

      Note: You can add recipients, once all the previous steps are completed.

      Moving on to the last tab provides a full summary of your certificate or badge.

      Managing a Certificate with the Overview tab

      This consists of the basic details like:

      • Certificate name
      • Total recipients
      • Available since
      • Certificate status (Pause/Activate)

      Other options include:

      4. Recipients: How to claim, download and share?

      In this article, we discuss what the process of claiming, downloading, and sharing a credential looks like for a recipient: How to Get Your Certificate

      5. Other features: 

      • Custom Validation
      • API
      • Enterprise SSO
      • Integration with Google and Apple Wallet
      • Custom Fonts and Custom User Roles
      • Certificate PDFs as Email Attachments
      • Custom Sending Domain
      • Trainer Module

      Interested in any of these features, feel free to reach out to us via Chat!

      Setting up your Virtualbadge.io account is a straightforward process with this step-by-step guide. From setting up your organization information to creating and managing certificates, this guide covers everything you need to get started. Explore the additional features to further enhance your experience. If you need any assistance, our support team is just a chat away!