⭐️ Overview
Badges are a lightweight, visual way to recognise milestones, progress, and engagement. While we’re actively working on a dedicated “Issue Badge” action, you can start issuing badges right now using the existing “Issue Certificate” workflow action.
Yes — Badges are issued through the same action as Certificates!
⚙️ How It Works
You can combine any of the supported workflow triggers with the existing “Issue Certificate” action to send a Badge automatically to your customers.
✅ Just select a Badge template instead of a Certificate when using the "Issue Certificate" action.
Most Used Triggers + Use Cases
| Workflow Trigger | Badge Use Cases (Example) |
|---|---|
| Lesson Completed | "Lesson 1 Complete" Badge |
| Category Completed | "Module Master" Badge |
| Product Completed | "Certified Pro" Badge |
| Quiz Submitted | "Quiz Ace" Badge |
| Survey Submitted | "Top Responder" Badge |
| Form Submitted | "Quick Action Taker" Badge |
| Task Completed | "Milestone Unlocked" Badge |
You can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”
How to Set It Up?
Go to Automation > Workflows
Create from Scratch or open an existing Workflow
Add a Trigger from the list above
Add an Action → select Issue Certificate
Choose a Badge template instead of a Certificate template
Save & Publish ✅
Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.
⏳ Coming Soon
We’re introducing a dedicated “Issue Badge” action to make this even clearer and easier to use. Until then, the “Issue Certificate” action supports both Badges and Certificates seamlessly.
- Go to “Memberships”
- Select the “Credentials” tab
- Click “Create” in the top-right corner
- Choose “Create Badge” from the dropdown