Get Started
Launch Add-On:
Inside the Form editor, click the Add-ons icon that resembles a puzzle piece as shown in the screenshot. Next, choose Smart Certificates from the list of available add-ons.
From the pop-up menu, click Open App to launch the add-on as shown in the screenshot below.
Background Changes in form -
Upon first launch, the add-on will automatically configure some settings:
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Enables “Make this a quiz” option: This ensures your form functions as a quiz.
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Sets “Collect Email Addresses” to verified: This guarantees you receive verifiable email addresses from quiz takers.
Usage:
Configure Add-On: Click Configure button to configure the add-on.
Prepare Form :
Follow the instructions stated in the guide and save all the settings.
Certificate Settings:
- Certificate Template: Select a slide from the drive window picker. This slide will be used as a template to generate certificates.
- Placeholder Mapper: Click + button to map placeholders with specific data from your form responses. These mapper will the be use in your email content and certificates to replace the placeholders. You’ll also see a list of previously mapped tags for easy reference.
- Certificate Name: The generated certificates will be saved by this name. You can include placeholders to make it dynamic.
- Destinantion Folder: Select the folder to save the certificates.
- Output File Format: Select the format for the certificate from PDF or Image.
- Date Format: Select a date format which will reflect in the certificate.
- Next to Save: Once you’ve configured your certificate settings, click “Next” to get to next step.
Mail Settings:
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Sender Name: This is the name that will appear in the “From” field of the email recipients receive.
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CC: Enter a comma-separated list of email addresses to be copied on the email.
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BCC: Enter a comma-separated list of email addresses to be blind copied on the email
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Mail Subject - if passed: Customize the email subject that will be sent to recipients who pass the form assessment (if applicable to your form).
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Mail Content - if passed: Customize the email body that will be sent to recipients who pass the form assessment (if applicable to your form).
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Mail Subject - if failed: Customize the email subject that will be sent to recipients who fail the form assessment (if applicable to your form).
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Mail Content - if failed: Customize the email body that will be sent to recipients who fail the form assessment (if applicable to your form).
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Save Mail Settings: Once you’ve configured your email settings, click “Save Mail Settings” to apply them to future form submissions.
Summary:
- Review your configuration and save them to implement them in add-on.
Add-on Working::
When a form is submitted, Smart Certificates takes over! It calculates the responder’s score based on their answers. If the score meets or exceeds the passing percentage set by the form owner, a certificate is automatically generated. This certificate is created using your chosen template, with all placeholders filled in using the responder’s actual answers. Finally, the certificate is emailed directly to the responder. For those who don’t meet the passing grade, Smart Certificates will still send an email. The email content will be based on the template you’ve created specifically for failing results.
Template Gallery Feature
How to Use:
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Open the gallery in certificate settings
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Choose a template and click the button shown below.
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A new tab will open. Click the Make a copy button to create a copy in your drive.
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Open and select the copied file from the picker in the add-on.
Do Not Use the Following Question Types for Quiz
- Paragraph
- File Upload
- Checkbox Grid
- Multiple Choice Grid
- Date
- Time
- Linear Scale
If any of the above question types are used in a form that has criteria enabled for passing, it will not function correctly. These question types do not support marking, which will result in a backend error.