Knowledge Base

Beginner’s Guide: How to set up Evaluations and Certificates for a Conference

Frequently Asked Questions

#1 Checklist

The purpose of this article is to provide a series of steps in the process of creating Evaluation(s), linking them the Conference/Sessions and adding credit types so your participants can generate Certificate(s) of Attendance. This article is useful for beginners, but also to those who may need a refresher.

Each of the below steps correspond to one or more detailed articles within the Forms Module and the Credit Management Module itself.

TIP: Print this list off and check off the items as you follow the steps.

  1. Create each Evaluation Form(s) in the Forms Module - View FAQs
  2. Link the form(s) to the Conference or Sessions - View FAQs
  3. Create the Credit Type(s) and Certificate of Attendance - View FAQ
    • How to upload a Certificate Background file - View FAQ
    • How to Preview a Certificate - View FAQ
  4. Update Settings - View FAQs

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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