Knowledge Base

Evaluation Forms & Certificates


Frequently Asked Questions

#1 How do I create my Evaluation Forms through the Forms Module?

To view all articles referenced below - Click here

  1. Add your Evaluation Form - View Article #1
  2. Skip this step if you copied a previous forn, Build your Evaluation Form - View Article #2
  3. Repeat Steps 1 to 2 for each Evaluation Form to be used
  4. Once the Evaluation Forms have been created, link them to the Sessions:
    • How do I link my Evaluation Form to a Session for Credits - View Article #4


#2 How do I Define my Credits and Certificate?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click New Type button
  6. Enter the Credit Name e.g. Attendance
  7. Enter a Certificate Name e.g. Certificate of Attendance
  8. Enter Certificate Max value - the total number of claimable credits
  9. For Certificate Sessions - if only specific session are creditable, then select from within the list that appear here.
  10. Enter Certificate Width = 11 (in inches the dimensions of the certificate width size)
  11. Enter Certificate Height = 8.5 (in inches the dimensions of the certificate height size)
  12. Enter Certificate Padding - in inches the distance of whitespace between the text and background image of the certificate. If  you want the text to be in the middle of the certificate we recommend entering the following values: 
  13. Enter Certificate Background Image - upload a template of the background containing any images and signatures to be used for the certificate
  14. Enter Certificate Content - Customize the certificate text using the [Hot Keys]  and include any required accreditation statements mandated by your credit provider.
  15. Enter Email From Name
  16. Enter Email Subject e.g. Certificate of Attendance
  17. Enter your Email Content
  18. Click Update Credit Type button


#3 How do I preview a Certificate?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click Update button beside the Certificate you wish to view
  6. Scroll down to the Certificate Content field, click Preview button to the left of the field under HOT KEYS
    • NOTE: this should open a window with a PDF sample of the certificate; if this is not working in the current browser you are in, try in a different browser such as Google Chrome or Safari

#4 How to Link an Evaluation Form to a Conference

  1. Click Dashboard
  2. Click Forms icon located between Conferences and Other Tools
  3. From the Form list, locate and click on the Form to edit
  4. Click Settings in left side menu
  5. Select Manage Settings
  6. In the Related Conference field, select the Conference from the dropdown list, to link the form to
  7. Scroll down, click Update Form to save changes

#5 How do I link / define credits to a Session Evaluation form to a Session in the Program?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Session button
  5. Click Manage button beside a Session
  6. In the Evaluation field dropdown list, select your the appropriate Evaluation form to be linked
    • NOTE: If no evaluation form appears, this means you have not linked your Evaluation form to the conference. To do this, click here for steps.
  7. Under the Credits per Session section, enter the total number of credits to associate with this specific Session
  8. Click Update Session button


#6 How do attendees access the Certificate(s) / Credit(s)?

If you are using the Online Program module or the Mobile app, the Certificate would be accessible from within the online program and/or mobile app directly.

  1. Click Dashboard
  2. Click Credits Management in the left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Locate the link beside Front-End Credit URL
    • NOTE: this is the link to provide your attendees to access the Certificates


#7 How do I upload my certificate background image?

Note: You will need to have a PNG image created that is approximately 1000 pixels by 700 pixels (or 700 pixels by 1000 pixels, depending if your certificate is landscape or portrait) The image should contain any logo(s), signature image(s) and any text heading(s) or certification statements if you wish.

Once your certificate background image is ready, upload it following the below steps:

  1. Click Dashboard
  2. Click Credit Management in left side menu
  3. Select the applicable Conference form the dropdown list
  4. Click Certificates button
  5. Click Update beside the applicable Credit Type
  6. Scroll down to Certificate Background Image field, click Browse and select the image file from your computer
  7. Click Preview button located in the Certificate Content field to view the certificate image

#8 How do I rename a credit type?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click Update beside the credit type you want to rename
  6. In the Credit Name field, apply the change to the current name
  7. Click Update Credit Type button


#9 How do I add an image to my certificate?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click Update button beside the Certificate you wish to view
  6. Scroll down to the Certificate Content field
  7. Place a cursor where you want to insert the image and Click the Insert/edit image icon in the toolbar
  8. Upload an image file (preferably in .png format and non-transparent background) from your computer
  9. Click Ok
  10. Scroll down and Click Update Credit Type button to save your changes.


#10 How to import session and credit information into the Credit module

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Session button
  5. Click Import Sessions
  6. Click the Download the Template here link
    • This will download a .csv file type to your default computer downloads folder
    • Follow the steps in the file for entering information in the import file
    • Once your file is ready, return to this articl
  7. Click Select File and locate the completed import file
  8. Click Upload button

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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