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

⭐️ OverviewBadges 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 WorksYou 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" BadgeCategory Completed"Module Master" BadgeProduct Completed"Certified Pro" BadgeQuiz Submitted"Quiz Ace" BadgeSurvey Submitted"Top Responder" BadgeForm Submitted"Quick Action Taker" BadgeTask Completed"Milestone Unlocked" BadgeYou can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”

How to Set It

Up? Go to Automation > WorkflowsCreate from Scratch or open an existing WorkflowAdd a Trigger from the list aboveAdd an Action → select Issue CertificateChoose a Badge template instead of a Certificate templateSave & Publish ✅Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.⏳ Coming SoonWe’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.

How to Navigate to the Badge Builder

? Go to “Memberships”Select the “Credentials” tabClick “Create” in the top-right cornerChoose “Create Badge” from the dropdown