Automatically send a certificate
Issue a certificate automatically by adding the Issue Certificate action to a workflow in Automations > Workflows. You can also start a workflow when a certificate is issued.
You can add the action to an existing workflow or create a new workflow that includes it. For how workflows, triggers, and actions fit together, see Workflows Overview.
Add the Issue Certificate action
In Automations > Workflows, open the workflow and add Issue Certificate, then choose which certificate to issue.
In the left navigation, open Automations, then open Workflows.
Open the workflow you want to use, or create a new workflow.
Click a + in the workflow to add an action.
Select the Issue Certificate action.
In the action settings panel, choose the certificate you designed from the dropdown.
Select Save at the top right.
Leave the workflow in Draft until you are ready. Draft prevents the workflow from triggering and taking real actions; Published enables the workflow to run for contacts that meet its trigger criteria.
The certificate must already exist before you can select it in the dropdown.
Start a workflow when a certificate is issued
Use the certificate-issued trigger when a workflow should start after a certificate is issued.
In Automations > Workflows, open the workflow or create one.
Select Add New Trigger.
Choose the certificate-issued trigger and configure the trigger.
Workflow-issued certificates appear under Portal and Groups > Certificates > Issued Certificates.
Send a certificate after passing a quiz or assignment
Issue a certificate automatically when a learner completes or passes a quiz or assignment by building a workflow with the Lesson Completed trigger and the Issue Certificate action.
In the workflow, click Add Trigger and choose Lesson Completed.
Add filters so the trigger fires only for the right assessment:
Product: select the course.
Category: choose the module or section containing the quiz or assignment.
Lesson: select the specific quiz or assignment.
Click Save Trigger.
Click the + under the trigger and select Issue Certificate.
Select the certificate template to send.
The certificate is sent automatically when the selected quiz or assignment is passed.
Confirm the certificate was issued
Use Enrollment History to check whether the Issue Certificate step ran for a contact. History is available for 30 days. See Workflow History and Logs.