Home → Records → Membership certificates → Setup
10.2. Setup
Membership certificates are generated based on a template stored within Main Menu > Marketing > Templates area of RubiCRM.
We have provided a base membership certificate template named “Rubi Default – Membership Certificate” which you can make use of within the Templates page under the “Rubi Default – Membership Certificate” folder.
Please note this template is a default template and cannot be edited. You can however clone the template and edit it to suit your organisation's needs.
If your organisation already uses membership certificates with your own unique branding these certificates must be converted into a HTML format in order to be added to the Main Menu > Marketing > Templates page of RubiCRM.
RubiCRM can only generate dynamic content with merge fields if the certificate is in a HTML format. The CRM cannot generate dynamic content if the base template is a PDF or image. You can create your membership certificate template in the editor.
If your membership certificate is a more advanced design you can use third-party digital marketing agencies or website developers to create or convert your membership certificate.
Once you have a base template for your membership certificate please set this template as the template to be used to generate your certificates. Rubi System Admins can do this by navigating to Main Menu > System > Settings and searching for “Certificate”.
This will provide two results.
- One field for “Membership Certificate Template” where you should provide the name of the template (as it appears in RubiCRM) you wish to use as your membership certificate base template.
- The second field is named “Membership Certificate Cover Template” which can be used as the cover email sent to the user whereby their membership certificate would be added as an attachment.
