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

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  • **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!

  • **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 template when using the “Issue Certificate” action.

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Most Used Triggers + Use Cases

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

  • 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.

Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.

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.