Certificates
Design, issue, and manage certificates and badges that recognize course completions and other achievements — from building a template to automating delivery and tracking who's earned what.
17 articles
Templates
- Create a Certificate TemplateDesign the reusable certificate you'll issue for milestones and completions.
- Manage Certificate Builder Permissions and Use Undo/RedoControl builder access for your team and use the editor's shortcuts.
- Customize the Certificate Email TemplateChoose the email wrapper and subject line used when sending a certificate.
- Import a Canva Design into the Certificate BuilderBring an existing Canva design in and layer dynamic fields on top.
Issuing Certificates
- Manually Issue a CertificateSend a certificate on the spot for training completed outside the platform.
- Automatically Issue Certificates on Course CompletionAttach a template so students get their certificate the moment they finish.
- Automatically Send a Certificate After a Quiz or AssignmentRecognize a specific lesson, quiz, or assignment with a workflow-issued certificate.
- Set Default Certificates for Courses and CategoriesHave new courses pick up a completion certificate automatically.
- Use Contact Custom Fields in Certificate BuilderPull membership IDs, scores, or cohort dates straight into the design.
- Download Your Certificates from the Client PortalRecipients can self-serve every certificate they've earned.
- Download and Share Certificates and BadgesManage, download, and share issued credentials from one dashboard.
- Export Issued Certificates as CSVPull certificate records in bulk for audits and reporting.
Expiry & Reminders
- Set Expiry Dates for CertificatesExpire credentials at the template level or per issued certificate.
- Set Manual Expiry Dates for Certificate TemplatesControl when a template itself stops issuing new certificates.
- Set Certificate Expiry Reminder EmailsGive recipients a heads-up before their certificate expires.