Getting started with Certificate Generator

This 5-step checklist takes you from a fresh install to your first bulk send. The same checklist is available in wp-admin under Certificate Generator → Documentation → Getting Started.

Build a complete Certificate Management System (CMS) in WordPress — from installation to certificate verification — using the Certificate Generator plugin, on a live site or locally with LocalWP. Watch on YouTube
▶ See the whole tutorial series

Quick start

  1. Configure SMTP — install the free WP Mail SMTP plugin, set the mailer to your provider (Gmail, Hostinger, SendGrid…), and set From Email to match your authenticated SMTP account.
  2. Create a certificate template — go to Templates, upload your background image, and position the text fields (name, certificate type, date, etc.).
  3. Add students — go to Students and add records manually, or use Bulk Import to upload a CSV with student_name, email, school_name, certificate_type and issue_date.
  4. Send a test email — go to Settings → Email and use Send Test Email to verify delivery.
  5. Bulk send — go to Bulk Send, filter by school or certificate type, and click Send Certificates.

Automatic issuance from your LMS

With the Pro add-on installed, certificates can be issued automatically on Tutor LMS, LearnDash, LifterLMS, Sensei LMS or LearnPress course completion, or WooCommerce order completion, instead of by bulk send.

Overview: A certificate management system that runs inside WordPress