Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)

⭐️ 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

You can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”

How to Set It Up?

1. Go to Automation > Workflows

2. Create from Scratch or open an existing Workflow

3. Add a Trigger from the list above

4. Add an Action → select Issue Certificate

5. Choose a Badge template instead of a Certificate template

6. 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