Issuing and Sharing Credentials

Choose how to add recipients:

• Bulk Upload: Download our handy template, fill it in with all the recipient details, and easily upload your completed file. It’s quick and efficient!

• Individual Addition: Simply click the “Individual” button in the top right corner to enter details one by one. Perfect for a smaller number of recipients!

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After entering the recipient details, click on “Add.”

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You can send credentials in two ways:

• Directly via Verix: Use Verix’s built-in email system to automatically notify recipients. Before issuing, you’ll be prompted to send a teaser email—a highly recommended step to build anticipation and boost open rates by letting recipients know that a credential is on its way. After that, you can send the issuance email, which includes a preview of the credential along with a direct link for the recipient to view and access it on Verix. This streamlined process ensures a smooth and engaging experience for your audience, from anticipation to recognition.

• On your own: If you prefer to use your own email system, Verix allows you to skip sending emails from the platform. Once credentials are issued, download the recipient list and links from the three-dot menu > “Download Links” and share them manually.

Once your credentials are ready, click“Issue” at the bottom of the screen to begin issuing.

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At this stage, you’ll be prompted to choose whether to issue the credentials with or without sending an email from the Verix domain.

• If you select ‘Continue to customize email with Verix’, you can then go ahead and personalize the email that helps notify the recipients that their credentials have been issued. This email will include a preview of their credentials along with a button to view them on Verix.

• If you select ‘I will do it on my own’, the credentials will be activated without triggering an email. To share the credentials manually, go to the three-dot menu >Download Links to export a CSV with credential URLs for each recipient.

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Yes! It’s totally possible to personalize your own email, once you’ve clicked on ‘Issue’ you’ll be prompted to choose whether to issue the credentials with or without sending an email from the Verix domain. Select ‘Continue to customize email with Verix’.

From the self-serve portal, you can send a variety of emails to keep your audience engaged and informed:
✉️ Teaser Email: Create buzz with a sneak peek of what’s coming.
📜 Issuance Email: Notify recipients when their credentials are ready.
⏰ Reminder Email: Nudge recipients who haven’t accessed their credentials yet.
📣 Reminder to Share Email: Encourage recipients to share their certificates or badges with their network.

You can send reminders directly from the Emails tab. Once your credential is issued, the options to:

• Send reminder to open credential
• Send reminder to share credential

…will become active. Simply click “Create” next to the reminder type you’d like to send. This will allow you to customize the email and follow up with recipients who haven’t yet viewed or shared their credentials.

A Teaser Email is your way to build excitement! 🎉 It lets recipients know that an exciting credential or digital good is on its way, creating anticipation and setting the stage for its official issuance. 

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An Issuance Email is the official delivery of your credential! 📩 It provides recipients with a direct link to access and view their credential, along with clear step-by-step instructions for claiming and sharing it effortlessly. 

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A ‘Reminder to View Credential’ Email gives recipients a friendly nudge to claim their digital credential if they haven’t already. It ensures they don’t miss out on celebrating their achievement by including a direct link and simple instructions for claiming it.

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A ‘Reminder to Share Credential’ Email is designed to encourage recipients to proudly share their achievement on social media. With easy-to-follow steps and a seamless process, it helps them showcase their success and spread the celebration across their network. 🎉📲

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When a Verix certificate is shared on social media, it doesn’t just celebrate an achievement—it becomes a powerful tool for brand visibility and engagement. Each share introduces your certificate to the recipient’s network, reaching a highly relevant audience with similar interests. This ripple effect not only enhances your brand's exposure but also drives organic interest, turning recognition into meaningful connections and potential opportunities.

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Yes, you can! When managing a credential on Verix, click on the “Customize social media post” option. This allows you to edit the default share message that recipients see when sharing their credential on platforms like LinkedIn or others. You can personalize the tone, add hashtags, and include a dynamic credential link using  %magic_link%  to ensure the shared post is authentic, branded, and engaging.