This feature is only available for Business, Enterprise and White Label plans
Earn a Certificate and/or Credits by Completing Session, Survey and Quiz Requirements
The Continuing Education feature is commonly used by organizations that need to track participant engagement and assess learning through session attendance, quizzes or surveys. It goes beyond simply marking someone as present—it can track how long a session was watched during virtual events or whether an attendee checked in at an in-person session.
Certificates and/or credits can then be issued to attendees upon completion of requirements. This may include attendance for in-person sessions, attendance and survey completion for in-person sessions, attendance for virtual sessions for a minimum amount of time and pass the quiz about the sessions they attended.
How Does It Work?
You will create a continuing education criteria, wherein you can set who can participate, which sessions, surveys and/or quizzes are involved, select the what actions attendees must do in order to complete the requirements, and set how many credits they will earn and which certificate to give them after completing the requirements.
When attendees complete the requirements, they should see their credits and downloadable certificate in the CE Credits menu in the lobby.
Enable the CE Credits Menu in the Lobby
You will only need to enable this if you're giving credits and/or certificates. You can turn this off if you're just tracking internally to avoid any confusion.
Go to Event Design > Event Hub
Select Lobby
Enable the toggle to Show CE Credits
Set up Your Continuing Education Criteria
There are 4 different types of actions that attendees can do in order to earn their certificate and credits. You can choose which ever fits best for your event. Red the overview to understand what it is about and click the arrows below to learn more.
Watch Virtual Sessions
This is applicable to virtual and hybrid events with virtual sessions. Attendees can get a certificate when they watch all the required live sessions online.
Note: Earning credits are not available for this criteria.
learn how it works
learn how it works
How Does It Work?
The sessions are created, the certificate is designed (optional), and the criteria is set as to who can participate, which sessions must be watched and how long they must be watched to qualify for a certificate.
When attendees complete all the requirements, their status will be recorded in the Analytics tab in the admin console. The certificate will be generated, which event admins can download from the analytics tab and attendees can download from the CE Credits menu in the virtual event hub or attendee app's lobby.
What is Required to Get a Certificate?
Attendees must do all these required actions:
Watch all the live sessions (not replay) that are part of the criteria
Reach the minimum required watch time (percentage) per session
A certificate will not be generated if they miss one of the required actions. For this to work, the sessions should not be concurrent or overlapping so attendees will have the chance to watch all the live sessions.
Example:
You have listed 2 sessions that are an hour long each as part of your criteria. You required attendees to watch at least 45 minutes per session.
Attendee 1
Watched session 1 live for 45 minutes
Watched session 2 live for 50 minutes
The attendee completes the requirements because they watched all the live sessions and reached the minimum required watch time.
The attendee will earn credits and / or get a certificate.
Attendee 2
Watched session 1 live for 45 minutes
Watched session 2 live for 30 minutes
The attendee did not complete requirements because they weren't able to watch at least 45 minutes of session 2.
The attendee will not earn credits and/or get a certificate.
Attendee 3
Watched session 1 live for 45 minutes
Watched session 2 replay for 45 minutes
The attendee did not complete the requirements because they did not watch session 2 live.
How is the Watch Percentage Computed?
The watch percentage is based on how long the broadcast lasted. It is not based on the session duration.
So if your session is an hour long, but you went over the allotted time and extended for 10 more minutes (70 minutes total), and you required attendees to watch at least 50% of the live session, then anyone who watches at least 35 minutes of the session qualifies.
Note: If the attendee leaves the session or gets disconnected and comes back later, the attendee can still qualify as long as they reach the minimum required watch time.
How Will Attendees Know If They Have Completed All The Requirements?
Attendees will not see a progress bar or any kind of automatic notification or when they complete the session watching requirements.
To know if they have completed the requirements, they can check the CE Credits menu in the lobby. The downloadable certificate should appear if they have completed the requirements. There won't be any indication if they have not completed the requirements.
If you didn't include a certificate in your criteria, attendees will not know if they have completed the requirements.
How Will Admins Know If Attendees Completed All the Requirements?
Continuing Education analytics are provided in real time. You can check them in the Analytics tab, then select Continuing Education. It will show you a list of attendees, their progress, and downloadable reports.
You will know that an attendee has completed all the requirements when you see that their Progress is at 100%.
If you've included a certificate in the criteria, a download certificate button will appear if they have completed the requirements.
The Download button on top will give you a summary report on the selected continuing education criteria.
The table in the Continuing Education analytics shows the following:
Attendee Name
Last Activity Date
Criteria
Progress
Download
Download Certificate
The Progress column will show you the percentage of completed required actions they did for this challenge.
Example:
You have listed 3 sessions that are an hour long each as part of your Continuing Education Challenge. You require attendees to watch at least 30 minutes per session.
Attendee 1 watched session 1 for 30 minutes, session 2 for 45 minutes, and session 3 for 1 hour. The Progress will be 100%
Attendee 2 watched session 1 for 10 minutes, session 2 for 45 minutes, and session 3 for 1 hour. The Progress will be 66%
Attendee 2 got 66% because they completed only 2/3 of the challenge.
The Download button for each attendee row will show you their progress % for each session.
In the example, we said that Attendee 2 completed only 2 out of 3 sessions. Session 1 from the screenshot above at 43.7% is the session the attendee could not complete. They needed 50% or more to complete it.
learn how to set it up
learn how to set it up
1. Create the Sessions and Certificate
Before setting up the Virtual Session Watching Continuing Education criteria, ensure that you have already added the sessions in your agenda and have created your certificate.
Note: Creating and sending the certificate is optional. If your goal is to track attendance only, you don't need to set up the certificates.
2. Create the Continuing Education Criteria
Go to Engage > CE Credits
Click + Create Criteria
3. Enter the Basic Information
Enter the name and description
Add an optional image
4. Set the Rules and Requirements
Select which ticket types can participate
Select which sessions or session tracks you require attendees to watch.
Select Watching Session as completion method
Enter the minimum required watch time (percentage) per session.
Select which certificate would generate when the attendee completes the requirements. (optional)
Click Create to save your criteria
4. Allow attendees to download the CE certificates
If you've included a certificate in your criteria settings, the generated certificate can be downloaded by attendees in the Certificates tab in the lobby's virtual event hub or attendee app when you enable "Allow attendees to download CE certificates" in the Settings menu in the CE Credits section in your admin console. If this toggle is not turned on, they won't see the Certificates tab.
That's it! When attendees complete the requirements, they will see the certificate available for download in the virtual event hub.
Note: You can no longer edit the criteria if the event has already opened.
Pass the Quiz
This is applicable to any type of event. Attendees can get a certificate and/or credits when they get a passing score on the quiz.
learn how it works
learn how it works
How Does It Work?
The quiz will be created through the survey feature wherein quiz mode will be selected, the questions and answers will be added, and the correct answers will be marked. The quiz will be associated to the session, a certificate will be designed (optional) and the criteria will be set as to who can participate, the passing score in percentage and how many credits will be earned (optional).
When an attendee gets a passing score after submitting the quiz, their status will be recorded in the Analytics tab in the admin console. The certificate will be generated, which event admins can download from the analytics tab and attendees can download from the CE Credits menu in the virtual event hub or attendee app's lobby. The credits will appear in the CE Credits menu when they complete the requirements.
What is Required to Pass the Quiz?
Attendees must answer the quiz while logged in and get a passing score.
Example: Your attendees need to get 8 out of 10 correct answers in the quiz. You need to enter 80% as the passing score in the continuing education criteria.
How Will Attendees Know If They Passed the Quiz?
Attendees will not see a progress bar or any kind of automatic notification when they pass or fail the quiz. They won't see their score posted anywhere.
To know if they have completed the requirements, they can check the CE Credits menu in the virtual event hub or attendee app's lobby. The credits and/or certificate should appear if they have passed the quiz. There won't be any indication if they failed.
If you didn't include credits or a certificate in your criteria, attendees will not know if they have passed or failed.
After answering the quiz, attendees can review their answers when they access the quiz link again. Although they will not know their score and which questions they got correctly.
How Will Admins Know if Attendees Passed the Quiz?
Continuing Education analytics are provided in real time. You can check them in the Analytics tab, then select Continuing Education. It will show you a list of attendees, their progress, and downloadable reports.
You will know that an attendee passed the quiz by looking at the Quiz Percentage column, if they get the same or higher percentage that you indicated in the continuing education criteria, that means they have passed.
If you've included a certificate to your criteria, you should see a Download Certificate button on the right side when they pass.
If you've included credits in the criteria, you can click the Download button next to the All Participants dropdown to see how much credits they earned after passing the quiz.
If you need to determine the attendees raw score, you must download the report to see their answers and create filters and formulas to get their score. For now, our system can only determine whether they have passed or failed.
The Download button on top will give you a summary report on the selected continuing education criteria.
The table in the Continuing Education analytics shows the following:
Attendee Name
Last Activity Date
Criteria
Quiz Percentage
Download
Download Certificate
learn how to set it up
learn how to set it up
1. Create the Quiz, Add it to a Session and Create the Certificate
Before setting up the Quiz Continuing Education criteria, ensure that you have already created your quiz and associate the quiz to the session. Creating and sending the certificate is optional. If your goal is to track quiz scores only, you don't need to set up the certificates.
Very Important Note: Your quiz must be associated to the session BEFORE creating your criteria or else it will not work.
2. Create the Quiz Continuing Education Criteria
Go to Engage > CE Credits
Click + Create Criteria
Enter the name and description
Note: The image does not show anywhere in the platform, we're improving this feature, stay tuned for updates!
3. Set the Rules and Requirements
Select which ticket types can participate
Select which sessions or session tracks (with associated quizzes) to include
Select Survey Submission as completion method
Enter the required quiz score percentage to pass
Select which certificate would generate when the attendee passes the quiz. (optional)
Enter a numerical value for CE credit to be earned when the attendee passes the quiz. (optional)
Click Create to save your criteria
Note: Even though in this criteria we are not requiring attendees to watch the session, we still need to select the session to determine which quiz is included in this criteria.
4. Allow attendees to download the CE certificates
If you've included a certificate in your criteria settings, the generated certificate can be downloaded by attendees in the Certificates tab in the lobby's virtual event hub or attendee app when you enable "Allow attendees to download CE certificates" in the Settings menu in the CE Credits section in your admin console.
That's it! When attendees pass the quiz, they need to check the CE Credit menu to see their credits and/or certificate.
Notes:
You can no longer edit the criteria if the event has already opened.
Attendees can answer the quiz directly in the session or through the link.
Check In to In Person Sessions
This is applicable to in-person events only. Attendees can get a certificate and/or earn credits when they attend sessions at an in-person event. They can check in through the attendee app or event team members can check them in.
learn how it works
learn how it works
How Does It Work?
The sessions are created, the certificate is designed (optional), and the criteria is set as to who can participate and which sessions they must attend to qualify for a certificate and/or credits.
When attendees complete all the requirements to check in to sessions, their status will be recorded in the Analytics tab in the admin console. The certificate will be generated, which event admins can download from the analytics tab and attendees can download from the CE Credits menu in the attendee app's lobby. The credits will appear in the CE Credits menu when they complete the requirements.
There are 5 ways an attendee can check in to the in-person session:
Attendees click the View Details button in the session in the attendee app. The button appears when the session is about to start.
Attendees scan the session QR code through My QR in the attendee app. Ideally event organizer will post this QR code at the entrance of the session venue. This QR code can be generated through the session settings.
Attendees can check in through the admin app's Kiosk by searching for their name or scan their QR code.
Event team members can check in attendees to sessions through the Admin App session check in page.
Event team members can check in attendees to sessions through the Staff Portal session check in page.
What is Required to Get a Certificate and/or Credits?
Attendees must check in to all the sessions included in the criteria. They can still qualify if they check in after the session ends.
The certificate and credits will not be generated if they miss checking in to one of the sessions in the criteria.
How Will Attendees Know If They Have Completed All The Requirements?
Attendees will not see a progress bar or any kind of automatic notification when they complete the session check in requirements.
To know if they have completed the requirements, they can check the CE Credits menu in the attendee app's lobby. The credits and/or certificate should appear if they have completed the requirements. There won't be any indication if they have not completed the requirements.
If you didn't include credits or a certificate in your criteria, attendees will not know if they have completed the requirements.
How Will Admins Know If Attendees Completed All the Requirements?
Continuing Education analytics are provided in real time. You can check them in the Analytics tab, then select Continuing Education. It will show you a list of attendees, their progress, and downloadable reports.
You will know that an attendee has completed all the requirements when you see that their Progress is at 100%.
If you've included a certificate in the criteria, a download certificate button will appear if they have completed the requirements.
If you've included credits in the criteria, you can click the Download button next to the All Participants dropdown to see how much credits they earned after completing the requirements.
The Download button on top will give you a summary report on the selected continuing education criteria.
The table in the Continuing Education analytics shows the following:
Attendee Name
Last Activity Date
Criteria
Progress
Download
Download Certificate
The Progress column will show you the percentage of completed required actions they did for this criteria.
Example:
You include 4 sessions as part of your criteria. If an attendee has checked in to 1 out 4 sessions, the progress would show 25%.
learn how to set it up
learn how to set it up
1. Create Sessions and the Certificate
Before setting up the Check In Continuing Education criteria, ensure that you have already added the sessions in your agenda and have created your certificate.
Note: Creating and sending the certificate is optional. If your goal is to track attendance only, you don't need to set up the certificates.
2. Create the Continuing Education Criteria
Go to Engage > CE Credits
Click + Create Criteria
3. Enter the Basic Information
Enter the name and description
Add an optional image
4. Set the Rules and Requirements
Select which ticket types can participate
Select which sessions or session tracks you require attendees to check in to.
Select Check In as completion method
Select which certificate would generate when the attendee completes the requirements. (optional)
Enter a numerical value for CE credit to be earned when the attendee completes the requirements. (optional)
Click Create to save your criteria
4. Allow attendees to download the CE certificates
If you've included a certificate in your criteria settings, the generated certificate can be downloaded by attendees in the CE's Certificates tab in the attendee app's lobby when you enable "Allow attendees to download CE certificates" in the Settings menu in the CE Credits section in your admin console. If this toggle is not turned on, they won't see the Certificates tab.
That's it! When attendees complete the requirements, they need to check the CE Credits menu in the attendee app's lobby to see if their credits and/or certificate is available.
Note: You can no longer edit the criteria if the event has already opened.
Check In to In Person Sessions and Complete the Session Surveys
This is applicable to in-person events only. Attendees can get a certificate and/or earn credits when they attend sessions at an in-person event and answer the surveys attached to the sessions. They can check in through the attendee app or event team members can check them in.
learn how it works
learn how it works
How Does It Work?
The sessions and surveys are created and associated, the certificate is designed (optional), and the criteria is set as to who can participate and which sessions with associated surveys they must attend to qualify for a certificate and/or credits.
When attendees complete all the requirements to check in to sessions and answer the survey attached to the session, their status will be recorded in the Analytics tab in the admin console. The certificate will be generated, which event admins can download from the analytics tab and attendees can download from the CE Credits menu in the attendee app's lobby. The credits will appear in the CE Credits menu when they complete the requirements.
There are 5 ways attendees can check in to the in-person session:
Attendees click the View Details button in the session in the attendee app. The button appears when the session is about to start.
Attendees scan the session QR code through My QR in the attendee app. Ideally event organizer will post this QR code at the entrance of the session venue. This QR code can be generated through the session settings.
Attendees can check in through the admin app's Kiosk by searching for their name or scan their QR code.
Event team members can check in attendees to sessions through the Admin App session check in page.
Event team members can check in attendees to sessions through the Staff Portal session check in page.
There are 4 ways attendees can answer a session survey:
Attendees can access the session's Activity > Survey tab in the attendee app when the session opens and submit their response.
Attendees can click the Complete Survey button in the Agenda in the attendee app when the session is over. This button also appears when they click on the session from the agenda.
Attendee can answer through the Push Notification Survey.
Attendees can answer the Survey Link directly, whether it be sent through chat, email, attached to a custom tab and more.
What is Required to Get a Certificate and/or Credits?
Attendees must check in to all the sessions included in the criteria and answer all the surveys attached to each session in the criteria.
The certificate and credits will not be generated if they miss one requirement. So even if they attended all the sessions, but missed to answer 1 survey, they will not get the certificate and/or credits.
How Will Attendees Know If They Have Completed All The Requirements?
Attendees will not see a progress bar or any kind of automatic notification when they complete the session check in requirements.
To know if they have completed the requirements, they can check the CE Credits menu in the attendee app's lobby. The credits and/or certificate should appear if they have completed the requirements. There won't be any indication if they have not completed the requirements.
If you didn't include credits or a certificate in your criteria, attendees will not know if they have completed the requirements.
How Will Admins Know If Attendees Completed All the Requirements?
Continuing Education analytics are provided in real time. You can check them in the Analytics tab, then select Continuing Education. It will show you a list of attendees, their progress, and downloadable reports.
You will know that an attendee has completed all the requirements when you see that their Progress is at 100%.
If you've included a certificate in the criteria, a download certificate button will appear if they have completed the requirements.
If you've included credits in the criteria, you can click the Download button next to the All Participants dropdown to see how much credits they earned after completing the requirements.
The Download button on top will give you a summary report on the selected continuing education criteria.
The table in the Continuing Education analytics shows the following:
Attendee Name
Last Activity Date
Criteria
Progress
Download
Download Certificate
The Progress column will show you the percentage of completed required actions they did for this criteria.
Example:
You include 2 sessions and 2 surveys as part of your criteria. If an attendee has checked in to 1 out 2 sessions and has not answered any survey, the progress would show 25%.
learn how to set it up
learn how to set it up
1. Create the Surveys, Add them to Sessions, and Create the Certificate
Before setting up the Session Check In and Complete Survey Continuing Education criteria, ensure that you have already created your surveys and associated them to sessions.
Very Important Note: Your survey must be associated to the session BEFORE creating your criteria or else it will not work.
Notes:
Creating and sending the certificate is optional. If your only goal is to track attendance and survey submissions, you don't need to set up the certificates.
if you're allowing attendees to answer through the survey link, make sure that in the survey settings you are restricting to access to event attendees so that they will be required to log in, as that's how it can be determined which attendee submitted the survey.
2. Create the Continuing Education Criteria
Go to Engage > CE Credits
Click + Create Criteria
3. Enter the Basic Information
Enter the name and description
Add an optional image
4. Set the Rules and Requirements
Select which ticket types can participate
Select which sessions or session tracks you require attendees to check in to.
Select Check In and Complete Survey as completion method
Select which certificate would generate when the attendee completes the requirements. (optional)
Enter a numerical value for CE credit to be earned when the attendee completes the requirements. (optional)
Click Create to save your criteria
4. Allow attendees to download the CE certificates
If you've included a certificate in your criteria settings, the generated certificate can be downloaded by attendees in the CE's Certificates tab in the attendee app's lobby when you enable "Allow attendees to download CE certificates" in the Settings menu in the CE Credits section in your admin console. If this toggle is not turned on, they won't see the Certificates tab.
That's it! When attendees complete the requirements, they need to check the CE Credits menu in the attendee app's lobby to see if their credits and/or certificate is available.
Note: You can no longer edit the criteria if the event has already opened.