Certificates play a crucial role in the value of your courses, and automating their delivery can streamline the process significantly. One efficient way to handle this is by incorporating certificate issuance into one of your workflows, such as when you mark a task as completed or when a user finishes a product.
To set this up, begin by adding a new action in your workflow and selecting the option to issue a certificate.
After selecting this option, you'll need to choose a certificate template from your available options. Remember, if the template requires specific fields that are not present in the contact's data who triggered the workflow, those fields will appear as blank spaces.
Once you've chosen your template, save the action, and the system will take care of the rest. This allows you to distribute certificates automatically and effortlessly.
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