Preparing and Sending Program Completion Certificates

Preparing the certificates

1. Go to Program Management doc to get the list of recipients.
2. Open certificate template: https://www.dropbox.com/s/js5u36je5hgsxq8/iEco_FOT_Certificate_template.pdf?dl=0.
3. Get final date from FOT Program Management column AQ (Due Date / Completed).
4. Enter completion date into Date field on certificate.
5. Enter participant name on certificate. Check Infusionsoft for any spelling questions.
6. Print with CutePDF printer option or save as directed with other PDF software (e.g, Adobe).
   • If using CutePDF you will need to rotate document to horizontal.  Go to Tools and rotate 90 degrees.
   • If using another version of PDF (e.g., Adobe), make sure that certificate is horizontal and adjust if needed.
7. Save file using Save As to Dropbox at Influence Ecology\IE Operations (1)\Certificate\FOT\FOT## where ## is a folder for the program.
8. BE SURE TO change name of document by replacing “template” with participant’s first initial and last name: iEco_FOT_Certificate_template._JDoe.
9. Do all certificates for the entire FOT program.

Emailing the certificates

1. Open Certificate master email.
2. Click Forward for as many copies as you need.
3. Edit the forwarded documents:
   • Delete “FW” from subject line.
   • Remove certificate attachment and add appropriate certificate file.
   • Change “Dear NAME” to the appropriate first name.
   • Read through email and check links.
4. Send the email.
5. Record the date the certificate was sent on the SEND CERTIFICATE column (AU) of the program PM tab.