11.5 Certificates: Recognizing Course Completion

Purpose:

Automatically generate and issue professional-looking certificates to members upon successful completion of a course or specific modules, providing recognition for their achievement (especially useful for agent training).

Creating a Certificate Template:

  1. Navigate to Memberships → Certificates → Templates tab.
  2. Click + Create Template.
  3. Use the visual editor to design your certificate:
    • Choose a Background image or color.
    • Add Text elements for titles (e.g., "Certificate of Completion"), recipient name, course name, date, etc.
    • Add your Agency Logo (Image element).
    • Insert Dynamic Fields (Merge Tags): Use placeholders that will be automatically filled with specific information when the certificate is issued:
      • {{contact.name}} or {{member.name}}: Recipient's full name.
      • {{offer.title}}: Name of the Offer granting access to the completed course.
      • {{product.title}}: Name of the completed Course Product.
      • {{completion_date}}: Date the course/module was completed.
      • {{certificate.id}}: Unique ID for the generated certificate.
      • You can also often use standard Contact Custom Fields (e.g., {{contact.custom.license_number}}).
    • Arrange elements visually.
  4. Save the template with a descriptive name (e.g., "New Agent Onboarding Certificate Template").

Assigning and Issuing Certificates:

There are a few ways certificates can be triggered:

  • Via Workflow (Recommended & Most Flexible):
    1. Create a Workflow.
    2. Use the Trigger: Product Completed.
    3. Filter: Product is → Select the specific course Product.
    4. Add the Action: Issue Certificate.
    5. Select the Certificate Template you created.
    6. (Optional but Recommended) Add Send Email Action: Send an email congratulating the member and include the link to their certificate using the merge tag {{certificate.url}}.
  • Via Course Completion Setting (Simpler):
    1. Navigate to Memberships → Products → Edit the specific Product.
    2. Go to the Customize tab.
    3. Scroll down to the Certificates section.
    4. Select the Certificate Template from the dropdown to be automatically issued when a member completes *this entire product*.
  • Via Category Completion: You can add a Certificate as the very last item within a Product Category's outline. Select the template here to issue it when that specific module/category is marked complete.

Accessing Certificates:

  • Members: Logged-in members can typically view and download their earned certificates from their profile or dashboard area within the Client Portal.
  • Admin: You can view a list of all issued certificates via Memberships → Certificates → Issued Certificates tab.