Accessing and Downloading the Membership Certificate

In PheedLoop, certificates are a proof of membership that shows a member is part of the event. By default, certificates will include the logo of the organization. Once assigned, certificates can be retrieved through multiple options.

Accessing Certificates through the Member Portal

Members can download their certificates from their Member Portal. Please note, the Attendee Portal and Member Portal are the same.

Members won’t be able to view or download certificates belonging to other members.

1. From the Member Portal, navigate to Membership
2. Select your membership
3. Select either Send Certificate or Download Certificate

Selecting Send Certificate will send the certificate to the email of your account. Selecting Download Certificate will allow you to download the certificate as a PDF file to your computer.

Event organizers can share access to the member portal through the Event Dashboard.

1. From the Event Dashboard, navigate to Attendees > Attendees
2. Select the checkbox next to the intended member from the list
3. Above the Attendees table select Actions > Email > Attendee Portal Welcome

This will send an email to the connected account giving access to their member portal.

Sending Certificate through the Organization Dashboard

Event organizers possess the ability to download and send certificates to members. This can be done through two methods.

Method A: Sending through the Membership Page

1. From the Organization Dashboard, navigate to Membership > Membership
2. Select the checkbox next to the intended member from the list
3. Above the Member table select Actions > Certificate > Send Certificate

Method B: Sending through the Contact Page

1. From the Organization Dashboard, navigate to Contacts > Profile
2. Select the checkbox next to the intended member from the list
3. Above the Contacts table select Actions > Membership Certificate > Send Certificate