Things to Know

Important: The Earn Certification tool will be locked down 15 minutes prior to the event start time, and no further changes to the tool will be allowed to ensure accurate certification data. All criteria must be fully configured before this time.

Once the tool is locked, you will not be able to:

• Make changes to the configuration of an Earn Certification tool that was previously added to the console
• Add a new Earn Certification tool to the console

If you need to make a configuration change after an Earn Certification tool has been locked down, submit a Support ticket to find out additional options.

Additional Things to Know

• Multiple Certification tools for LIVE events may result in unexpected reporting data due to system processes. We recommend using only one tool for the live event and set up the credit options as needed.
  • If you need to use different criteria for LIVE events vs. ON-DEMAND events, see the Using Multiple Tools tab
• Changing any criteria in the tool post event will impact historical data and is not recommended.

Full Credit Options

Click the Full Credit tab to set up criteria attendees must meet in order to get full credit.

Decide how this set of criteria will be labeled in the tool for the audience. By default, it will be labeled Criteria for Full Credit. Click the pencil icon if you'd like to enter new text for the label.

Next, set the criteria attendees must meet in order to get full credit by toggling the following criteria on/off.

Required Viewing Minutes

• The amount of time an attendee must view the event
• Live and on-demand minutes are tracked and calculated separately - viewing minutes are NOT cumulative. For example, an attendee cannot watch 5 minutes of a live webinar and 10 minutes on demand to meet a 15-minute viewing requirement.
  • Live viewing minutes are based on how long the console was open, starting at the scheduled webinar's live start time. The lobby time and any activity after the webinar ends is not counted.
  • On-demand viewing minutes are based on the duration of the play of the Media Player. There is the possibility of cheating if the user were to use the seek bar to skip through the event - the Media Player can be configured to prevent this.
  • If you need one set of criteria for live viewers and one set for on-demand viewers, you can set up multiple instances of the Earn Certification tool in your console - see the Using Multiple Tools tab.

Required Number of Polls to Answer

• Standard poll questions are created in Elite Studio
• This option should be toggled ON if you set up an Automated Attendance Check that is required in order to earn certification in LIVE events
  • See the Certificate & Settings tab for more information

Require Completed Test

• The test information is based on the passing requirement set in the test criteria of the Take Test tool

Message for Full Credit

• Customize the message attendees will see once they meet the certification requirements

Earned Credit for Completion

• Enter the number of credits attendees can earn for meeting all of the certification criteria

Partial Credit Options

Click the Partial Credit tab to set up criteria attendees must meet in order to get partial credit.

You can offer up to 14 levels of credit for a webinar. Click Add Partial Credit Option to add a level of credit.

By default, it will be labeled Criteria for Partial Credit Option 1. Click the pencil icon if you'd like to enter new text for the label.

Just like with the Full Credit option, next you'll decide the criteria attendees must meet in order to get partial credit by toggling the following criteria on/off:

• Required Viewing Minutes
• Required Number of Polls to Answer
• Message for Partial Credit Complete
• Earned Credit for Completion

The tool will track an attendee's progress through the certification levels.

When configuring multiple credit levels, make sure to define increasing criteria for each subsequent level. The example shown in the screenshot below has increasing criteria and is configured correctly.

• Correct Configuration - e.g., Level 1 requires 10 minutes, Level 2 requires 20 minutes, Level 3 requires 30 minutes, etc.
• Incorrect Configuration - e.g., Level 1 requires 30 minutes, Level 2 requires 20 minutes, Level 3 requires 10 minutes

Certificate & Settings

Certificate

Click on Certificate to choose if you want include a certificate and to set up the certificate.

Settings

Click on Settings to set up Automated Attendance Checks, Group Viewing, and when Certification is allowed.

Using Multiple Tools

The intended design and use case for the Earn Certification tool is to support one set of criteria, per event, with the same criteria expected for everyone for life of the event.

If you need to have one set of criteria for certification for LIVE viewers, and one set of criteria for certification for ON-DEMAND viewers, you can use multiple instances of the tool in your event.

Set Up

To start, add two instances of the Earn Certification tool to your console. 

Configure each tool as needed, setting one up with the requirements for your LIVE viewers and the other up with the requirements for your ON-DEMAND viewers.

We recommend changing the names of the tools, calling one Live Viewing Certification and one On-Demand Viewing Certification, to help you keep track of which tool is which on the console and in the reporting.

You will still be able to see both tools using the Preview URL.

Earn Certification Tool for Live Viewing

Set up the Live Viewing Certification tool with the live viewing certification criteria, then choose Allow Certification when: Live Only option under Settings in tool Configuration.

Attendees who meet the Live Viewing Certification criteria can download their certificate when they have met the required criteria during the live event. A certificate icon will appear in the Live Viewing Certification tool window for download. The icon will open the certificate as a PDF in a new browser tab.

Note: The Live Only version of the Earn Certification tool will be automatically hidden during on-demand viewing, unless that attendee already earned the live viewing certificate during the live event. If they earned the live viewing certificate during the live event, it will still be available in the console for them to download during on-demand viewing.

Earn Certification Tool for On-Demand Viewing

Set up the On-Demand Viewing Certification tool with the On-Demand event criteria, then choose Allow Certification when: On-Demand Only option under Settings in tool Configuration. 

Attendees who meet the On-Demand Viewing Certification criteria can download their certificate when they have met the required criteria during the on-demand event. A certificate icon will appear in the On-Demand Viewing Certification tool window for download. The icon will open the certificate as a PDF in a new browser tab.

Notes:

• The On-demand Only version of the Earn Certification tool will be automatically hidden during the live event.
•  If an attendee earns both the live viewing certificate during the live event, and the on-demand viewing certificate during the on-demand event, both versions of the tool will be available to them in the console during on-demand viewing to download either certificate they've earned. 

Certificate Downloads

There are several ways to access earned certificates for both attendees and event creators.

From the Audience Console

• Attendees can download their certificate when they have met the required criteria for the event
• A certificate icon will appear in the tool window, allowing the attendee to download their certificate
• Clicking the icon will open the certificate as a PDF in a new browser tab
• It can take 1-2 minutes after meeting the criteria for the tool to show the attendee they have passed

From a Post-Event Email

• You can add a Download Certificate token to the Thank You For Attending email so attendees can easily download their certificate after the event, even after they've exited the console
• If the attendee earned multiple certificates, all versions of certificates earned will be available at the link

From the Earn Certification Reporting

• Certificates are available in the Earn Certification Reporting in the Webcast Intelligence Report Interactions Tab. See the Reporting tab for more information.

Certificate Access for Simu-live Webinars

The audience console will close automatically after the recorded presentation is complete. To ensure your attendees have enough time to download their certificate at the end of the webinar, include extra time in your pre-recorded media.

Attendees can also access their certificate once the webinar is available on-demand, or by using the download link in the Thank you for attending email if configured.

Personalized Certification using Segments

Note: This feature is available with the AI-Powered ACE package. 

With AI-Powered ACE, the Earn Certification tool has segmentation capabilities that allow you to deliver personalized and relevant certificates to attendees in different segments created in Segment Builder.

For example, you could define a "California Attendees" segment and an "Arizona Attendees" segment in Segment Builder based on a registration field, then configure the Earn Certification tool so that attendees in each segment receive unique certificates:

• Attendees in the "California Attendees" segment are presented with a certification that requires watching 30 minutes and passing a test. If they fulfill the criteria, they earn a California-specific downloadable certificate.
• Attendees in the "Arizona Attendees" segment are presented with a certification that only requires 25 minutes of viewing. If they fulfill the criteria, they earn an Arizona-specific downloadable certificate.

While all attendees will see the same tool container in their audience consoles, the content displayed within it will vary for each attendee based on their segment.

Setting Up Personalized Certification For Different Segments

To begin, open the Earn Certification Tool Configuration menu by clicking the gear icon on the tool in your console. 

Under the Certification tab, you can select Certification for All or Personalized Certification.

• If you choose Certification for All, you can set up the tool to display one standard, single certification to all attendees.
• If you choose Personalized Certification, you can choose segments and certification criteria to deliver a unique certification to attendees in the selected segments. You can add multiple Personalized Certifications with different segments and criteria.

Click Personalized Certification to begin selecting your segments and criteria.

Select the desired Segments for the Personalized Certification from the dropdown menu and Save.

Note: The Fallback Option is available for attendees who do not fall into a selected segmentation category. This can be configured after Personalized Certifications have been configured.

Once segments have been selected, you can configure unique certification criteria for the Personalized Certification by adjusting the options in the Full Credit, Partial Credit, and Certificate tabs (in the same way you'd configure one single Certification for All.)

Once set up is complete, you'll see all Personalized Certifications you've created in the Certification tab. For Each Personalized Certification, you'll see the name of the segment(s) it's shown to and the criteria for certification. You can also can view the certificate, reorder the certifications in the list, and edit or delete the Personal Certification.

When previewing your audience console from the Console Builder, you can select segments to see the audience view for attendees in that segment, then review how the Personalized Certificate will look in the tool.

Reporting

The certification results are available within the Reports URL of the webcast, under the More tab in Interactions.   Click View Details to see attendee information.

The certification report can be exported to Excel.  Data may be delayed up to 300 minutes.

The top of the View Details section will provide a summary of the certification statistics, including:

• Unique Views - The number of unique individuals who viewed the tool
• Total Views - The total number of times the tool was viewed by attendees
• The number of attendees who received full credit, partial credit, or not certified

Below the graph you will see a detailed list of attendees.  Use the column picker at the top of the list to select which fields are shown, including any registration fields used in the event.   

Quickly see who has earned their certification using the symbols next to each attendee: 

• Green Checkmark - this attendee met all of the requirements 
• Yellow Circle - this attendee only met some of the criteria
• Red X - this attendee did not meet the requirements

The criteria you set for the event will also be shown, with detailed information about the number of minutes attendees watched live and/or on-demand, how they met the criteria you set, and how many credits they have earned for this event.

Note: If a viewer used an increased playback speed when watching the event on-demand, the number of minutes may differ between the Audience tab and the qualification for certification.  For example, a 30 minute viewing requirement is part of certification.  An attendee watches the full 30 minutes at 2x playback speed, meaning they were in the event for 15 minutes.

• The certification report will show as qualified since they watched the full 30 minutes
• The Audience tab will only show 15 minutes viewed  
• Both are correct

If an attendee received certification, the Attended column will show when they got certified, either during the Live or On-Demand Viewing.

If an attendee did not receive certification, the Attended column shows simply how they watched the event.

When using the Group Viewing option in the tool, you'll be able to see the email address of the individual who entered the additional names using the Attester column, found in the column picker.

To print a single certificate for one of your attendees use the download icon at the end of their row.  This will open a PDF of the attendee's certificate.

To bulk download certificates, check the box next to the name of the applicable attendees then click Download Certificates.  We will create a download file and send an email with the PDF links to the address associated with your ON24 account when the file is ready.

Maximum of 50 selectable rows per download.