Certificates are one of the most important parts of courses, and there are plenty of ways to deliver them. One option is automating the sending process with workflows. Using workflows, you can issue certificates seamlessly when tasks are completed or products are finalised.
To begin, click on the "+" icon in your workflow builder. From there, search and select the Issue Certificate Action.
Once selected, you'll be prompted to choose from your Certificate Templates for the one you want to send. Bear in mind that if the contact who triggered the workflow doesn't have fields used by the template, a blank space will replace them.
Save the action after selecting the template and you're done. You can now send out certificates without lifting a finger.
With just a few clicks, you can set up a system that sends certificates without any manual intervention, making the process efficient and hassle-free, and allowing you to recognise learners' achievements effortlessly.