Issue a certificate manually
Sometimes you want to issue a certificate without a public form submission behind it — a phone request, a walk-in, or a one-off gesture. Avantly lets staff issue these directly.
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Open Certificates and select Issue Certificate.
Issuing a certificate manually -
Choose which Campaign the certificate belongs to, and optionally an organization and internal tag.
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Enter the recipient’s first name, last name, and email (phone number is optional).
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Set the amount, the valid-from date, and the expiration date.
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Under Internal, enter a reason — this is required and only visible to staff.
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Under Redemption, choose whether to allow multiple redemptions (draws down a balance) and which locations the certificate can be redeemed at.
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Select Issue. The certificate is created and emailed to the recipient using the notification email text shown in the dialog.