---
title: CIOP Certificate Guidelines for CRM & InDesign
description: CIOP Certificate Guidelines for CRM & InDesign
---

<https://blog.fhyzics.net/fp>

# [CIOP Certificate Guidelines for CRM & InDesign](https://blog.fhyzics.net/fp/ciop-certificate-guidelines-for-crm-indesign)

 Written by [IISCM](https://blog.fhyzics.net/fp/author/iiscm) | Feb 13, 2021 8:08:25 AM

 

**Standard Operating Procedure for CIOP Certificate Guidelines for CRM & InDesign:**

**CRM:**

1. Once the candidate paid for CIOP, we need to change the services field from **CIOP to CIOP Candidate in Hubspot**
2. Then enter the **CIOP Status as Enrolled in Hubspot **
3. Then assign a **CIOP Number** for them from CIOP Number list
4. Choose the **Type **
5. Save the above details in HubSpot
6. Then send the **CIOP Mailing Address Form** to the candidate
7. Courier the Material to the given address
8. And inform them by email in Hubspot with tracking details
9. Class registration need to be done 
10. Once will give the LMS access, credentials needs to be shared to them by email
11. Every week session recording to be uploaded in LMS
12. Then give the access to all and inform them as well
13. Once the training is over, please check the candidate about their exam date
14. And assign the CIOP Exam on the given day 
15. Once they completed the result will be shared by an email
16. Then change the CIOP Status accordingly. For example, if they passed means need to change the status as **Passed**

**Get the Candidate’s Passing Information:**

1. We need to prepare the CIOP Certificate for who achieves** 70% or above in CIOP Exam**
2. The above details, we need to refer and verify in LMAS. LMAS Link is [https://fhyzics.talentlms.com/](https://fhyzics.talentlms.com/)
3. Certification Manager needs to the provide the below details to the designer for preparing the certificate through HubSpot  
   -Full Name ( Official Name) – First Name & Last Name  
   -Date of Passing ( Refer in LMAS)  
   -Certificate Number ( Select from Certificate Number List)
4. Certification Manager needs to enter the above details in **HubSpot**. We need to enter the above details in **Notes Section** for the designer reference
5. And to be inform to the **Designer**

**Certificate Preparation :**

1. Once the candidate passed the CIOP Examination, we need to prepare the certificate and then take the print out in **Texture Board** ( White Colour)
2. Within ONE business day we need to send the **electronic copy of the CIOP Certification** by email.
3. And within SEVEN business days we need to send the **hardcopy of the certificate** through postal mail.

**Courier Formalities:**

1. Once we take the print out, Then place it in File Folder
2. Then pack this with A4 size Cloth Cover
3. Then write the From & To Address properly
4. Then courier this by using DHL for Domestic and Blue Dart for International
5. Once send tracking details should be entered in HubSpot in Link URL
6. And then tracking details email needs to be send to the candidate

**Indesign Certificate Elements:**

[Click here](https://blog.fhyzics.net/hubfs/CIOP%20Certificate%20Template%20v2.0.png) to view the certificate

1. We need to use the Certificate Design Template for preparing the certificate
2. We need to change the Name, CIOP Number 
3. Then save the InDesign copy as in the filename of **CIOP-Firstname-Lastname-CIOPNumber.indd**
4. Then Export as Save as PDF in Print format
5. File Name as **CIOP-Firstname-Lastname-CIOPNumber.pdf**
   
   **Certificate formatting as below **

Font Name: **Cubano**  
Size: 20 pt

Font Name   - Font is **Oswald**  
Font size :35 Pt

Font Name : **Cubano**   
Size : 17Pt  
Space :20 Pt

Font Name: **Oswald**   
Font Size :35 pt

Font Name: **Cubano**  
Font Size :20pt

Font Name: **Old English Text MT**  
Font Size :33pt  
Space : 31 Pt

Font Name: **Franlin Gothic Medium Cond Regular**  
Font Size :15pt

Font Name: **Abolition**  
Font Size :15pt  
Space : 22 pt

Font Name: **Oswald**  
Font Size :18 pt

Font Name: **Minion Pro**  
Font Size :14pt  
Space : 16 pt  
Style : Itlalic

Font Name: **Minion Pro**  
Font Size : 15pt  
Space : 18 pt

 

[View full post](https://blog.fhyzics.net/fp/ciop-certificate-guidelines-for-crm-indesign)

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