My Credits
The article describes features and steps to manage and earn education credits within the My Credits area.
Feature Settings
- Maximum Credits appears on the top of the My Credits page in the app.
- Maximum Credits does not prevent the user from earning additional credits.
- Credits Label is the label that appears on session details next to the credit type and value.
- Push Notification to a user when a credit is awarded: The user will receive a push notification when they have earned session credits.
- Prevent credit award for concurrent sessions: Users will only receive credits for one session when checked in to multiple concurrent sessions.
- Check-In to a session or complete a survey to earn credits?
- Ways to earn a credit include completing a Survey.
- Ways to earn a credit include checking In.
- Ways to earn a credit include completing a Survey or Checking In.
- Ways to earn a credit include completing a Survey AND Checking In.
- Note About Check-Ins: If you choose the check-in option, you will also need to decide if you would like a time restriction on when your attendees can earn the credit. For example, would you like for them to be able to check in at anytime or 30 minutes before, during and after the particular session?
- Note About Credit Validation: You can view an edit credit validation from the attendee profile.
Certificate Options and Images
- Title
- Vendor Code Label
- Vendor Code
- Supplemental Text
- Supplemental Attendee Fields
- Automatically Display License Information on Types
- Display Attendee Profile
- Logo Image
- Signature Image
- Text Below Signature
- Supplemental Image
- Include Certificate with Email
Adding Credit Types
- My Credits > Manage Credits
- To add a new Credit Type, select the + New button in the top right of the screen and name it on the following screen (acronyms work best).
- You can add multiple credit types and award different credit amounts when assigning values to your sessions.
Set the Credit Value of a Session
- Agenda > Edit Session
- Via the CMS: To manually set the Credit Value of a session, simply edit the session and enter the session value next to the credit type.
- Via Spreadsheet Upload: To add the Credit Value of your sessions via a bulk upload, first ensure that you have added the Credit Type(s) you are using under the manage credits page in the CMS. On your spreadsheet, add a column for each credit type. Use the credit type as the column header and fill in the corresponding values for each session.
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