Dynamic Text

These dynamic text fields display the information related to each specific recipient.


Last Update 3 maanden geleden

What are Dynamic Text Fields?

Custom dynamic text fields are similar to the “Your Recipient” field: The information displayed inside those fields will change for each one of your recipients and must be mapped by you when adding the recipient information.

Common use cases for dynamic text fields are:

  • Date of completion;
  • Grade awarded;
  • Student ID;
  • Etc.;

Image the example: You have a course that takes place every three months. You can directly add the date of completion as a dynamic field. By doing this, you can keep one certificate campaign activated for that course and simply upload the new recipient list with updated dates every time that course takes place.

How to add Dynamic Text Fields?

By default, no dynamic fields are present in the templates from the Virtualbadge.io template gallery. Hence, this field has to be manually added to certificates.

On the left, choose Dynamic Text from your element menu. You will see two options: "Add Dynamic Text" & "Add In-Line Dynamic Text."

In this Help Documentation, we will look into Add Dynamic Text Option.

You can name the Dynamic Text as you want. The name given will not be displayed in the actual certificates issued. This name is only used to help map the fields.

New Feature: Now, you can directly use pre-set Dynamic Texts. As you see below:

How to map information to Dynamic Text Fields?

Now that you have added Dynamic Texts to the design of your certificate, you must map the information that will be displayed in those fields for each one of your recipients.

You can prepare the CSV file with your recipient information and add one extra column for each dynamic field of your certificate:

Now upload the CSV file to the Recipients tab. Other alternatives: You can manually add each recipient or use Zapier or our API to automate this workflow.

Now you can map each column on the CSV file to the correct column on your certificate.

And that is it! Now you can proceed with sending your digital certificates. Each person will receive a link to claim their certificate via email.

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