Skip to main content
Certificates and badges let you reward members who complete a course with a personalized credential they can download, print, and share. Certificates can be issued automatically via automation or granted manually.
Certificates section

​
Certificates

​
Creating and issuing certificates

1

Navigate to Certificates

Go to Memberships and Communities > Certificates in the left sidebar. Click + New Certificate.
Certificate create template
2

Choose a template

Select from built-in certificate design templates or start from a blank canvas. Templates include pre-formatted placeholder text and decorative borders.
Certificate template editor
3

Customize the design

Use the certificate editor to:
  • Upload your logo
  • Change the title text (e.g. “Certificate of Completion”)
  • Add a subtitle (e.g. “This certifies that”)
  • Adjust fonts, sizes, and colors
  • Modify border and background design
  • Add a signature image or signatory name and title
Certificate design customization
4

Add merge fields

Personalize each certificate with dynamic fields:
  • {{contact.first_name}} — member’s first name
  • {{contact.full_name}} — member’s full name
  • {{course.name}} — name of the completed course
  • {{certificate.date}} — date the certificate was issued
  • {{certificate.id}} — unique certificate ID for verification
5

Link to a course trigger

Connect the certificate to a course completion trigger so it is issued automatically when a member finishes the course.
Certificate course trigger
Issue certificate
6

Save the template

Click Save. The template is now available to link to courses and use in automations.

​
Setting an expiry date

You can set an expiration date on certificates to indicate a validity period:
  1. Open the certificate template settings
  2. Enable the Expiry Date option
  3. Set the duration (e.g. 1 year from issue date) or a fixed date
  4. The expiry date appears on the certificate and is tracked in the issued certificates list
Certificate expiry settings
Expiry date picker

​
Category completion certificates

Issue certificates when a member completes a specific category (module) within a course rather than the full course:
  1. In the certificate settings, select Category Completion as the trigger type
  2. Choose the course and the specific category/module
  3. The certificate is issued automatically when that module is complete
Category completion certificate

​
Issuing certificates automatically

Set up an automation to issue a certificate when a member completes a course:
1

Create a new automation

Navigate to Automation and click + New Workflow.
2

Set the trigger

Select Course Completed as the trigger and choose the specific course.
3

Add the Grant Certificate action

Add a Grant Certificate action and select your certificate template.
4

Add a notification (optional)

Add a Send Email action to notify the member their certificate is ready. Include the certificate download link using {{certificate.link}}.
5

Activate the workflow

Toggle the workflow to Active.

​
Manually issuing a certificate

To grant a certificate to a specific member:
  1. Go to the member’s contact record
  2. Click Actions > Grant Certificate
  3. Select the certificate template and confirm

​
Exporting certificate data

To export a CSV of all issued certificates:
  1. Go to Certificates in the Memberships section
  2. Click the Export button
  3. The CSV includes certificate ID, recipient name, course name, issue date, and expiry date
Export certificate CSV

​
Badges

Badges are visual credentials that can be issued for course completion or other achievements, providing a lighter-weight alternative to full certificates.

​
Creating and issuing badges

1

Navigate to Certificates

Go to Memberships and Communities > Certificates and switch to the Badges tab.
Badge creation
2

Create a badge

Click + New Badge and design your badge — upload an icon image, set the name, and write a description.
Badge upload
3

Issue the badge

Link the badge to a course completion trigger in Automations, or issue it manually from a contact record.
Badge trigger
Badges appear in the member’s portal alongside their courses and can be shared publicly.

​
Member experience

Members find their certificates and badges in the Certificates section of the Client Portal. From there they can:
  • Preview the certificate in the browser
  • Download a high-resolution PDF
  • Share the certificate link publicly
Add the certificate’s unique ID and a “Verify this certificate” link to your design. This adds credibility and lets employers confirm authenticity — making the certificate more valuable to your members.

​
Frequently asked questions

Yes. The certificate editor lets you upload your logo, change title and subtitle text, adjust fonts, sizes, and colors, modify the border and background design, and add a signature image or signatory name and title. Start from a built-in template or a blank canvas.
You can use the following dynamic merge fields: {{contact.first_name}}, {{contact.full_name}}, {{course.name}}, {{certificate.date}}, and {{certificate.id}}. These are replaced with real values when the certificate is generated for each member.
Create an Automation with the Course Completed trigger, select the specific course, then add a Grant Certificate action and choose your certificate template. Optionally add a Send Email action with {{certificate.link}} so the member is notified immediately.
Yes. In the certificate settings, select Category Completion as the trigger type, then choose the course and the specific module. The certificate is issued automatically when the member completes that module, without requiring them to finish the entire course.
Optionally. Open the certificate template settings and enable the Expiry Date option. Set a relative duration (e.g. 1 year from issue date) or a fixed calendar date. The expiry date is printed on the certificate and tracked in the issued certificates list.
Members find their certificates in the Certificates section of the Client Portal. From there they can preview the certificate in the browser, download a high-resolution PDF, or copy a public share link.
A certificate is a formal, printable credential — typically a full-page document with the member’s name, course name, date, and signature. A badge is a lightweight visual credential (an icon image) that appears on the member’s profile. Use certificates for formal course completions and badges for ongoing participation milestones or smaller achievements.
Go to Certificates in the Memberships section and click Export. A CSV file is downloaded containing certificate ID, recipient name, course name, issue date, and expiry date for every certificate that has been issued.
Last modified on March 22, 2026