Certificate Triggers & Actions In Workflows

Certificate Triggers & Actions In Workflows

Software Updates

May 20, 2024 ● 2 min read

Certificate Triggers & Actions In Workflows

A business offering online courses can now automatically issue a certificate upon course completion and trigger a follow-up email congratulating the customers and suggesting advanced courses, all without manual intervention.

Certificate Triggers & Actions In Workflows: This feature allows businesses to automate actions based on certificate issuance, improving efficiency and the customer experience.

⭐️ Why Does It Matter To Your Business?

  • Automated Certification Process: Automatically trigger workflow actions based on the issuance of certificates, reducing manual intervention.

  • Enhanced Customization: Filter workflows by certificate templates and conditions, providing tailored automation that fits specific business needs.

  • Improved Customer Engagement: Issue certificates as part of workflow actions, enhancing recognition and engagement through automated achievements.

⭐️ How To Use Certificate Triggers & Actions In Workflows:

  1. Access the “Automation” tab from the left navigation menu, then click on Workflows from the upper navigation menu, then click on “+Create Workflow” and select a recipe or start from scratch.
  2. In the builder, click on “+ Add New Trigger and select the “Certificates Issued” trigger from the trigger list.

  3. To add the filters, click on “+ Add filters.”

  4. Select the fields according to your requirements As I select “Templates”.

  5. Now select the operator from the drop-down list.

  6. Select the Template and click on the “Save Trigger” button.

  7. Click on the “+” icon and Add the “Issue Certificate” action from the action list.

  8. Select the template and click on the Save Action button.

This feature enhances automation and customization in the CRM, making it easier for businesses to manage certification processes and improve user engagement efficiently.

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