Content

Recipients

Creadefy uses a three-level structure to keep large issuance operations organized: Events contain Groups, and Groups contain Recipients. For a single small batch you can skip Groups entirely — but for big events like conferences, training cohorts, or company-wide programmes, this structure keeps everything clean and manageable.

Events

An event is the top-level container for a credential campaign. Every recipient and every group lives inside an event. Create one event per campaign — for example, "AWS Summit 2025" or "Q3 Employee Recognition". You can run as many events as you need, each with its own template, groups, and recipient list.

Each event is tied to one template, keeping credential design consistent across all recipients.
Issue credentials to the entire event or to individual groups within it.
All recipients, groups, and issued credentials are scoped to the event in the dashboard.

Adding Recipients

Manual Entry

Add recipients one at a time directly from the dashboard. Best for small batches, one-off issuance, or when correcting a single entry after a bulk import.

CSV Import

Upload a structured CSV file to add hundreds of recipients at once. Ideal for large cohorts, event attendees, course graduates, and employee recognition programmes.

Groups

Groups live inside an event and let you segment recipients into named subsets. Create them before adding recipients so you can assign people during CSV import or manual entry. Groups are optional for small batches but essential for large events — for example, Speakers, Volunteers, Batch A, or Cohort 12.

Create groups before adding recipients so you can assign during import.
One recipient can belong to multiple groups.
Issue credentials to an entire group in a single action — no individual selection needed.
Groups are visible in the dashboard for quick filtering and status tracking.

CSV Format

Your CSV must include at minimum a name and email column. Add any additional columns that correspond to the dynamic fields defined in your template (e.g. course, score, date).

name,email,course,score,date
Asha Sharma,[email protected],Data Science,92,2025-06-15
Rohan Patel,[email protected],Web Development,88,2025-06-15
Priya Nair,[email protected],UX Design,95,2025-06-15

Use UTF-8 encoding to avoid character issues with accented names or non-Latin scripts.
Column headers must exactly match the field names defined in your template.
Each row represents one recipient and produces one unique credential.
Rows with missing required fields (name or email) are skipped with a validation warning.
You can re-upload the same CSV after correcting errors without duplicating existing recipients.

Tip: Download the CSV template from your event’s recipient page to get a pre-formatted file with the correct column headers for your template’s dynamic fields.

Templates

Issuing Credentials