Certificates are one of the most important parts of courses, and there are plenty of ways to deliver them; one is by automating the sending process with workflows. Using workflows, you can seamlessly issue certificates when tasks are completed or products are finalized.
To begin, click on the “+” icon in your workflow builder. From there, search and select the Issue Certificate Action.
Once selected you will be prompted to choose from your Certificate Templates for the one you will be sending out. Remember that if the contact who triggered the workflow doesn’t have fields used by the template a blank space will replace them.
Save the action after selecting the template and you are done! Now you can send certificates left and right without lifting a finger.
With just a few clicks, you can set up a system that sends certificates without manual intervention, making the process efficient and hassle-free, and allowing you to recognize learners’ achievements effortlessly.
Frequently Asked Questions #
What does the Issue Certificate action do? #
It automatically sends a certificate to a contact within a workflow, letting you deliver certificates when tasks are completed or products are finalized without manual effort.
How do I add the Issue Certificate action to a workflow? #
Click the “+” icon in your workflow builder, then search for and select the Issue Certificate Action.
Which certificate is sent? #
After selecting the action, you choose from your existing Certificate Templates to determine which certificate will be issued.
What happens if the contact is missing fields used by the template? #
If the triggering contact does not have a field used by the template, a blank space will replace that field in the issued certificate.
What do I do after choosing a template? #
Save the action once the template is selected, and the workflow is ready to issue certificates automatically.
When should I use the Issue Certificate action? #
It is ideal for recognizing learner achievements—for example, automatically issuing a certificate when a course task is completed or a product is finalized.
