Create and Issue Badges

Badges are a lighter-weight alternative to full certificates — small, shareable graphics that recognize a specific achievement.

Building a badge

1. Go to the credentials section and choose to create a new badge.
2. Start from an existing template or a blank canvas.
3. Customize with text, colors, fonts, shapes, icons, images.
4. Insert dynamic content — like pulling the recipient's name from their contact record.
5. Preview, then save.

The builder auto-saves roughly every 60 seconds.

Issuing a badge

Send it to a recipient by email. They get a high-resolution PNG they can download and share.

Badges vs. certificates

Use a badge for a quick, casual win; save full certificates for bigger milestones.

Automating badge delivery

Trigger badges automatically from a workflow — see "Automate Badge Issuance with Workflows."