Component Configuration: Continuing Education

Component Configuration: Continuing Education

Webinar-based continuing education has evolved into a fan favorite amongst companies:

It's simple to register, attend, and best of all – Receive CE credit reporting; and automated certificate delivery to your webinar audience! 

To Get Started With Continuing Education:

From within Interface Builder, add the Continuing Education component to your Interface.

Once you have added the Continuing Education component to your live console. 

From within the component, click on the gear provided in the top right corner, and select "configure"

There are six options to select & enable for Continuing Education: Let's review each included option to set up our CE certificate!


Configure the certificate requirements and enable requirements tracking by enabling any of these requirements.
You do not need to send a certificate to simply track the requirements:  Standalone CE results may be downloaded from the event's activity reporting center.

Possible Criteria Includes: 

- Require Quiz Completion
Select this option to require a quiz to be completed for a certificate.

- Require Survey Completion
Select this option to require a survey to be completed for a certificate. 

- Require Minimal Minutes of Viewing
Select this option to require a minimum amount of minutes to be viewed in order to get a certificate. 

- Require Number of Answered Polls
Select this option to require a minimum amount of polls to be answered in order to get a certificate.

- Require Minimal Number of Credits
Select this option when attendees must at least gain the specified credits to be awarded overall. 


Enter a date on which participants must complete the requirements.
Certificates will not be issued after this date. 


This area helps you design and upload the certificate participants will receive:

Begin by clicking here to download our PDF sample template & use tools like Adobe Acrobat Pro DC to edit your PDF.  Upon opening the PDF you will have full access to edit and adjust each asset, simply swap out the background of your choosing and align your form fields.

Pro-Tip: You may want to inspect the sample for the included "form fields" as they may be hidden:

Each "field" will allow you to automatically render information onto the certificate, like the date & time, or first & last name as an example.

Don't be too concerned if a yellow X appears beside any fields not used or hidden on your template.  After uploading your template, the platform will scan and reveal all form fields and their matching bracketed text, embedded within the PDF.

You are not forced to use all fields provided.

You may include any of the following fields in your certificate: 
  1. {CertificateName} - Embeds the entered certificate name.
  2. {CertificateID} - Embeds's unique identifier for this certificate.
  3. {ParticipantName} - Embeds the First & Last name used at registration.
  4. {Date} - Embeds the date on which this user passed all requirements for CE.
  5. {EarnedCredits} - Embeds the amount of credit earned for this certificate.

Certificate Email 

Customize the email message sent to each registrant with their certificate attached.

Certificate Message

Customize the message given to participants upon completing the certificate requirements.
This text appears in the Continuing Education component for the viewer. 


Pre-configure your event's CE component to display a table of credit information, allowing your audience to define and track just how far along they are in completing all eligibility requirements:

Click on the "Manage" button to configure the table of eligibility requirements for the webinar.
Credits are not cumulative.

On-Demand Availability

Disable/restrict Continuing Education tracking during on-demand playback, so that participants will not receive certificates or credits on-demand.

- This feature is always on for any events created straight for on-demand.
- For On-Demand webinars, you can disable fast-forwarding within Media Player to ensure audience members can't skip ahead in the presentation.


Hide the Continuing Education component from your Audience by populating Hide from Audience. 

Unlock and Recalculate

We provide the ability for our clients to unlock the Continuing Education settings as well as recalculate the status of those attendees who have not completed the required criteria for completion.

  • Watched time capture has 1-2 minutes delay
  • Recalculation can be run multiple times
  • It is recommended to run recalculation at least 3 minutes later after changing the criteria

Click on the lock icon to update your Continuing Education criteria.

All changed to your Continuing Education criteria will be stored.

And recalculate history will be viewable.

Download Recalculation Results
  1. before-calculation.all.csv
  2. before-calculation.not-completed.csv
  3. credits-updated.csv (only available when there are credit changes during the recalculation)
  4. certificate-resend.csv (only available when Resend Certificate is enabled)
  5. credits-updated.already-completed.csv (only available when Resend Certificate is not enabled. It has the same content as certificate.resend.csv.)
  6. after-calculation-all.csv
  7. after-calculation-completed.csv 

For more information or other related articles:
  1. Reporting: Activities - Continuing Education
  2. Calculation of Live/On-Demand Duration vs CE Watched Minutes

For further assistance, contact us through chat or send us an email at

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