Certify'em Instructions

Certify'em lets you create online certification exams and email personalized PDF certificates. 

Follow the detailed instructions below to get started creating your own exam today!

Or watch our 2 minute quick start video ▶️

1. Installing or Enabling Certify'em:

The Very First Time: To install and authorize Certify'em for the very first time in your Google account, see here.  You only need to do this once. Once you're done, return to this page (Step 2) to get started!

In a New Quiz: If you've previously installed Certify'em, and just want to use it again in a new Quiz, see here for instructions on how to enable it in your new Quiz. Once you're done, return to this page (Step 2) to get started!

2. Opening the Certify'em Menu:

Click "Certify'em" from the puzzle piece menu at the top of the Google Form editor, and then click "Show Controls", as shown on the right.

3. Adding Identifier Questions

Once you have Certify'em installed or enabled, you can begin by adding questions to your exam.  You'll want to start with those that identify the student.

EMAIL ADDRESS (First Question): Certify'em will always automatically insert a first question that collects the email address of the participant. This is required so that Certify'em can email them a certificate if they pass. This question must always appear first, and cannot be moved or left out. 

FULL NAME (Second Question): Certify'em expects that after collecting the  email address, the next question will always collect the participant's Full Name. This name is what will appear on their certificate, and in the records kept by Certify'em. This will generally be a "short answer" type question. Ensure that you do not make this question worth points (more on this later).

OTHER IDENTIFIERS: You may wish to add additional questions that help identify the participant. For example, you may want to know the name of their department, team, location, etc. To do this, you may add optional "other identifier" questions in a row immediately following the Full Name question. To differentiate these questions from actual graded exam questions, you must ensure they are not assigned any points (0 points), and immediately follow the Full Name question. Once Certify'em sees a question that is worth 1 or more points, it will stop looking for these "other identifier" questions.

Note: You can add up to 2 "other identifier" questions by default with Certify'em Free, 2 more (4 total) with Certify'em Gold, and another 2 more (6 total) with Certify'em Platinum. Learn more about Certify'em Gold & Platinum.

4. Adding Exam Content and Questions

Google Quizzes (aka Forms) allow for a large variety of question types, as well as insertion of images and videos.  Click on the (+) icon on the right to insert a new question, or use the icons below it to insert text, an image, or a video.

For example, you can embed a video that discusses important training topics, and then add multiple choice questions to test the participant on their comprehension. If your exam is very long, you can also insert different sections to split it up, and even use branching logic to ask the participant different questions based on their prior answers. Google Quizzes (aka Forms) can be a very powerful and flexible assessment platform in this way.

Certify'em can grade any question that can be assigned points and a correct answer, with the current exception of "grid" questions. To assign points and a correct answer, first create your question with all possible answers for the participant to select from. Then, click on "Answer Key" at the bottom. If you don't see "Answer Key", it's likely because you have not yet installed or enabled Certify'em in this Quiz.

For multiple choice and checkbox questions, you can specify one or more correct answers, which the test takers much match exactly to get credit for the question. For short answer, text questions, you can specify a correct answer as well, but the students response much match yours exactly (including upper/lower case).

5. Choosing a Passing Percent

Use the Certify'em pop-up menu to select a passing percentage from the "Passing" drop-down menu. If participants score this percent or higher, they will be emailed a certificate. By default, the passing percentage is set to 80%.

For example, if you have 10 graded questions worth 1 point each, and you choose a passing percent of 80%, then only participants who get 8 or more questions correct will receive a certificate.

6. Selecting a Certificate Template

Use the Certify'em pop-up menu to select a Certificate Template by clicking "Change Template".  Several professionally designed templates are already supplied for you to pick from (see samples here), with the default set to "Elegant". Each of these included templates are configured to include the participant's Full Name, their Other Identifiers (if any were included), and a 7-digit serial number ("Certificate ID") that's unique to your certification exam. Once selected, a personal copy will be created that you can customize (i.e. add your organization's logo, a signature, and/or other text).

You may also want to design your own template from scratch. To do so, you'll need to create it in your Google Drive account and then select it in template selector using the "Select Existing" option.  For more detailed instructions on how to do this, see here.

If you want to see how a certificate will look for your exam, choose a template and then click the "Email Me Sample" link. You will receive a sample PDF certificate by email.

Tip: After you've selected a template you can easily open it to customize it by clicking its picture in the Certify'em pop-up menu. 

7. Customize your Template (optional)

Open your template to customize it in Google Slides. 

You can add images (such as a logo), shapes, borders and text, as well as adjust fonts. Need to add someone's signature? Simply take a photo or scan of it and add it as an image!

Enter additional merge tags to customize the information shown in the certificate based on the participant's responses.

And if you want your certificate to be verifiable, you can also add a QR code (Platinum plan only).

8. Turning ON Automatic Certification

Once you have selected a passing percent and certificate template, click "Turn ON" at the top of the Certify'em pop-up menu to turn on Automatic Certification. Once Automatic Certification is ON, you'll be presented with an option to turn if OFF, as well as a link to the exam. You should use that link to direct participant to your exam. You can email it directly to participants, post or embed it in a web site, etc.

Note that when Automatic Certification is OFF, participants accessing that link will see a message that the exam is not currently accepting submissions (shown below). This is to ensure that you don't miss any exam submissions when Automatic Certification is OFF.  When you turn Automatic Certification back ON, the exam will again be accessible at that link.

9. Adjust Google Form / Quiz Settings:

You can adjust a variety of settings for your exam via the Google Form (Quiz) settings. 

You should absolutely review and adjust these settings to your needs before sharing the link to your exam with anyone!

For example, you can control whether participants can:

You should absolutely review and adjust these settings to your needs before sharing the link to your exam with anyone!

10. Google Quiz Records

Google Quizzes keep their own records for each submission (whether Automatic Certification is ON or OFF). You can view these from the "RESPONSES" tab in your Quiz.  Detailed information is available per QUESTION, INDIVIDUAL response, or as an aggregate SUMMARY. These records are extremely useful and informative. For example, you can find out if there are particular questions that people commonly get wrong.

11. Certificate Records:

Certify'em also keeps its own records for each exam, which are more certification oriented. When Automatic Certification is ON, Certify'em writes each submission attempt to a new row in a Google spreadsheet (see below). The row contains information about the participant, their score, whether or not they passed, and their unique Certificate ID.  By default this spreadsheet is called "Certify'em Records", but you can rename to something more specific if you like.

To access these records, just click the "Certificate Records" link in the pop-up menu.

Some Terms:

You may see terms like "Quiz", "Form", "Exam", and "Certification" thrown around on this site.  For clarify, here's exactly what those mean: