One of the clearest signs that a customer has completed one of your products is when a certificate is issued for it. It's a good moment to follow up with an upsell, whether that's to other courses or additional services. You can kick this off automatically using the "Certificates Issued" trigger.

Adding Filters

Clicking Add filter lets you narrow the trigger to a specific template, or use one of your custom fields to be more precise.

Templates

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

Click Save Trigger to confirm.

From there, it's up to you. Whether you send an email campaign to invite them to your next conference, or use it to drive more sales of your other products, this trigger gives you the foundation to make it happen.