Certificates

Issue certificates and badges to students and attendees.

5 articles

How to create a certificate templateGo to Memberships › Certificates, click New and choose a ready-made template or Blank Certificate. In the editor set the orientation, background, text, images, badge and signature, name the certificate at the top and click Save. You can then attach it to a course or send it manually to a contact.
How to download and share certificates and badgesGo to Memberships › Certificates, click the three dots on the certificate or badge › Preview and download it as PDF, PNG or JPG using the arrow next to the download button. To send it by email, open the certificate and click Send. Social media sharing only works for credentials already issued.
How to issue a certificate automatically on course completionOpen the course in Memberships › Courses › Products, go to the Certificates tab, click Attach, choose the template (category Course Completion) and save. Every student who completes 100% of the course gets the certificate by email; issued ones are listed under Certificates › Issued Certificates.
How to issue badges automatically with a workflowIn Automation › Workflows, add the Issue Badge action, choose an active badge and publish: the badge is awarded to the contact when they reach that action. To react to the award (congratulations, tag, pipeline stage), build another workflow with the Badge Issued trigger.
How to send a certificate manually to a contactGo to Memberships › Certificates, open the template you want, click Send, fill in the instructor name and the recipient's email (or Add New if they aren't a contact yet) and click Send. The learner gets an email with a link to download the certificate as a PDF; the record appears under Issued Certificates.