The best indicator that a customer has finished one of your products is when a certificate for it is issued. This is a great opportunity for an upsell, whether that be to other courses or to extra services you have. One way to do it is by using the Certificates Issued trigger to start nurturing them.

Adding Filters #

By clicking on Add Filter, you can keep it only for a specific template or use one of your custom fields to make it more specific.

Templates #

Use the operators Is, Is Not, Is Empty, or Is Not Empty to choose what will activate the workflow. If you choose the operators Is or Is Not, select the certificate template from the dropdown on the right.

Finally, click on Save Trigger to set it.

From then on, it’s up to you to do interesting things with your workflow. Will you use it to send an email campaign and invite them to your next conference, or will you leverage your audience to make more sales of your products? Whatever you decide, this trigger will help you achieve it.

Frequently Asked Questions #

When does the Certificates Issued trigger fire? #

It fires when a certificate is issued to a customer, which typically indicates they have finished one of your products or courses.

Why is this a good moment for an upsell? #

Because a customer who just earned a certificate has completed your product, making it an ideal time to invite them to other courses or extra services.

Can I limit the trigger to a specific certificate template? #

Yes. Use the Templates filter with the Is or Is Not operator, then choose the certificate template from the dropdown.

What operators are available for the Templates filter? #

Is, Is Not, Is Empty, and Is Not Empty.

How do I finalize the trigger? #

After setting your filters, click Save Trigger to set it.

What can I do after the trigger fires? #

You can run actions such as email campaigns, event invitations, or upsell offers to nurture the customer.