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Certificates let you reward members who complete a course with a branded, personalized completion certificate they can download, print, and share. Certificates can be issued automatically via an automation or granted manually.

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How certificates work

  1. You create a certificate template in Memberships and Communities > Certificates.
  2. You link the certificate to a specific course.
  3. When a member completes the course, an automation grants the certificate automatically.
  4. The certificate appears in the member’s portal and can be downloaded as a PDF.

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Creating a certificate template

1

Navigate to Memberships and Communities > Certificates

Click Memberships and Communities in the left sidebar, then select Certificates. Click + New Certificate.
2

Choose a template

Select from the built-in certificate design templates, or start from a blank canvas. Templates are pre-formatted with placeholder text and decorative borders.
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 font styles, sizes, and colors
  • Modify the border and background design
  • Add a signature image or signatory name and title
4

Add merge fields

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

Save the template

Click Save to save the certificate template. It is now available to link to courses and use in automations.

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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. Choose the specific course.
3

Add the Grant Certificate action

Add a Grant Certificate action. Select the certificate template you created.
4

Add a notification (optional)

Add a Send Email action to notify the member that their certificate is ready:
  • Include the certificate download link in the email body using the merge field {{certificate.link}}
5

Activate the workflow

Toggle the workflow to Active.

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Issuing certificates manually

To grant a certificate to a specific member without an automation:
  1. Go to the member’s contact record.
  2. Click Actions > Grant Certificate.
  3. Select the certificate template and confirm.
The certificate appears in the member’s portal immediately.

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Certificate verification

Each issued certificate has a unique certificate ID ({{certificate.id}}). You can include this ID and a verification URL on the certificate so that employers, clients, or other parties can confirm the certificate is genuine.

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Member experience

Members find their certificates in the Certificates section of the member portal. From there they can:
  • Preview the certificate in the browser
  • Download a high-resolution PDF
  • Share the certificate link on LinkedIn or other platforms
Add the certificate’s unique ID and a “Verify this certificate” link to the design. This adds credibility and lets employers confirm authenticity — making the certificate more valuable to your members.
Last modified on March 4, 2026