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For recognizing partners who earned a credential outside a course - for example, after a live enablement session or bootcamp.
Not all certification comes from an online course. Sometimes one partner earns a credential through a one-off review, and sometimes a whole group earns it through a live session or a bootcamp - and awarding it one partner at a time is tedious and error-prone. Manual issuance lets you award the same verifiable credential to specific individuals or an entire segment in a single action, with the same CRM sync as an automatic award.

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What you’ll achieve

A certificate awarded by hand to chosen individuals or to every partner in a segment, each with a verifiable certificate page, optionally notifying recipients, and synced to your CRM.

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Before you start

1

Confirm access

You need a team role with write access to Certificates.
2

Know who you are awarding

Decide whether you are awarding specific partners or a whole segment (for example, “Bootcamp attendees”), and have the certificate template ready.

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Watch it

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Steps

1

Open the certificate to award

Go to Certificates, open the credential you want to award, and select Give Certificate. This opens the audience picker for a manual issuance of this template.
Open the certificate to award
2

Choose who receives it

Pick the recipients in the audience table. You can award the credential two ways:
  • Individual partners - search the table and select specific partners and contacts. Use this for one-off recognition or to award a few people who finished an offline assessment.
  • A whole segment - add a Segment filter to narrow the table to a segment’s members, then select them all. Use this to recognize a whole cohort, such as bootcamp attendees, in one pass. The Partner and Tier filters narrow the audience the same way.
Choose who receives it
3

Preview the email and issue

Select Next to preview the certification email, then finish with the option that fits:
  • Issue and notify - awards the credential and emails each recipient to let them know they have been certified. Review the preview before sending.
  • Issue without email - awards it silently, for when you will announce the credential another way.
Every selected partner is awarded the credential, each gets a verifiable certificate page, and the issuance syncs to your CRM.
Preview the email and issue

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Verify it worked

The chosen partners appear as certified on the certificate’s certified list, each with a verifiable certificate page, and the issuance syncs to the CRM.

Create and auto-issue a certificate

Award credentials automatically on completion instead.

Revoke a certificate

Pull a credential when it no longer applies.

Implementation reference

Issuance, validity, and notifications.