How to Use the Feature
Access Workflow Builder: Log in to your CRM account and navigate to the Automation tab > Workflow section, where you can create and manage automated workflows.
Select Certificates Issued Trigger: Within the Workflow Builder interface, locate and select the "Certificates Issued" trigger from the available options.
Define Trigger Conditions: Specify the conditions under which you want the trigger to activate. This could include the issuance of a particular certificate template or other relevant criteria.
Add Filters: Enhance customization by adding filters based on certificate templates and different conditional operators. This allows for a more refined triggering process tailored to your specific business requirements.
Customize Workflow Actions: With the new "Issue Certificate" workflow action, users can define specific actions to be executed in response to the certificate issuance trigger. This could include sending notifications, updating records, or any other automated task, streamlining the certificate issuance process and enhancing workflow efficiency.
Choose Certificate Templates: Select the appropriate certificate templates to be issued as certificates when the trigger condition is met. Ensure that the chosen templates align with the intended purpose and audience of the certificates.Save, publish and/or test the article after completion.
NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Tailored Automation: The "Issue Certificate" workflow action enables users to trigger automated responses precisely when certificates are issued, ensuring a tailored approach to certificate issuance events.
Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users have the flexibility to customize workflow triggers according to their unique business needs and workflows.
Efficient Certificate Issuance: By selecting certificate templates for actions, users can streamline the certificate issuance process. This automation ensures that the appropriate certificate is generated automatically in response to the trigger, saving time and effort.
1. What is the "Issue Certificate" workflow action and how does it work?
The "Issue Certificate" workflow action automates the process of generating and issuing certificates based on predefined triggers. When a specified event occurs (such as the completion of a course or a milestone achievement), this action automates the creation of a certificate using pre-defined templates and can also perform additional tasks like sending notifications or updating records.
2. How do I set up the "Issue Certificate" workflow action?
Access Workflow Builder:
Log in to your CRM account and go to the Workflow Builder section.
Select Certificates Issued Trigger:
Find and select the "Certificates Issued" trigger from the available options within the Workflow Builder.
Define Trigger Conditions:
Specify the conditions that will activate the trigger. This could involve issuing a specific certificate template or meeting other relevant criteria.
Add Filters:
Use filters to refine the triggering process. This might include filtering by certificate templates or applying different conditional operators based on your requirements.
Customize Workflow Actions:
Define the actions that should occur when the certificate is issued, such as sending notifications or updating records.
Choose Certificate Templates:
Select the certificate templates to be issued when the trigger conditions are met. Ensure the templates match the intended purpose and audience.
Save, Publish, and Test:
Save your workflow. If ready, publish it by setting the toggle switch to "Publish." Test the workflow using the "Test Workflow" button to ensure everything works as expected.
3. What are the benefits of using the "Issue Certificate" workflow action?
Tailored Automation: Automates certificate issuance precisely when certain events occur, allowing for a more tailored approach.
Enhanced Customization: Provides flexibility to customize triggers and actions based on certificate templates and other conditions.
Efficient Certificate Issuance: Streamlines the certificate issuance process by automating template selection and generation, saving time and effort.
4. Can I use different certificate templates for different triggers?
Yes, you can use different certificate templates for different triggers. By setting up filters and specifying conditions, you can ensure that the appropriate certificate template is issued based on the specific trigger event.
5. What additional actions can be automated alongside certificate issuance?
In addition to issuing certificates, you can automate various actions such as:
Sending email notifications to recipients.
Updating records in your CRM or database.
Creating tasks or reminders for follow-up actions.
Generating reports based on certificate issuance
