Customize the Certificate Email Template

When you send a certificate, you can choose which email template wraps around it and adjust the subject line each time.

How it works

1. Choose your recipient(s) and start the send process.
2. In the send modal, open the Email Template dropdown.
3. Pick the template.
4. Edit the subject line — it doesn't fill in automatically.
5. Preview the email and confirm.

If you don't pick a template, it falls back to the default configured in Client Portal Settings > Email Settings.

Why this matters

The certificate email is often the last touchpoint in a course — match the email to the occasion.

Tip

If you send the same type of certificate regularly, set up a dedicated email template once and reuse it.