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How to grant a certificate

How to set up the automation for a certificate

Lena Wesselink avatar
Written by Lena Wesselink
Updated over a week ago

In this article we will talk about granting a certificate in three conditions:

  1. When an activity is completed

  2. When a journey/section is completed

  3. When multiple activities or journeys are completed


Grant certificate after activity completion

Step 1. Go to the control environment of the learning platform.

Step 2. Click on Behaviour and navigate to the automations tab.

Step 3. Create a new automation, event type: activity is completed.

Step 4. Use the condition: Is activity in event, and choose the activity you want to attach your certificate to. Completion status: completed. If you want the same certificate for multiple activities, use the "or" condition.
โ€‹Step 5. Add the action: grant certificate, and select the certificate you created. You see multiple fields:

  • Title: name your certificate (this is visible for the end users)

  • Attach to: choose activity

  • Activity source: choose event --> invite --> activity

  • User source: choose event --> invite --> user

Step 6. Click on the action "grant certificate" and scroll down in the pop-up.

Step 7. You'll see some extra fields are created underneath the title certificate field mapping. This is the place where you link your dynamic text to the correct source. You'll see the dynamic text that you created with source written behind it. I.e. Name source*, activity name source* and date source*.

Step 8. Click on the field underneath your dynamic text. A list drops down.

Step 9. Choose the correct source.

For example, for name, you choose event--> invite -->user --> first name (or last name or full name). For activity name, you choose event --> invite--> activity --> title. For date, you choose event --> invite --> completed at. You can also add duration, expiry date, and contract start date if you like.

Press save.

Step 10. Save your automation โœ”๏ธ

Done! Complete the activity and receive your certificate! ๐Ÿš€


Grant certificate after journey or section completion

Step 1. Go to the control environment of the learning platform.

Step 2. Click on Behaviour and navigate to the automations tab.

Step 3. Create a new automation, event type: journey/section is completed.

Step 4. Use the condition: is journey/section in event, and choose the journey or section you want to attach your certificate to. Completion status: completed. If you want the same certificate for multiple journeys or sections, use the "or" condition.
โ€‹Step 5. Add the action: grant certificate, and select the certificate you created. You see multiple fields:

  • Title: name your certificate (this is visible for the end users)

  • Attach to: choose journey

  • Module_container source: choose event --> module_container

  • User source: choose event --> user

Step 6. Click on the action "grant certificate" and scroll down in the pop-up.

Step 7. You'll see some extra fields are created underneath the title certificate field mapping. This is the place where you link your dynamic text to the correct source. You'll see the dynamic text that you created with source written behind it. I.e. Certificate name source*, user name source*, activity name source* and date achieved source*.

Step 8. Click on the field underneath your dynamic text. A list drops down.

Step 9. Choose the correct source.

For example, for certificate name, you choose event --> module_container --> title. For user name, you choose event --> user --> profile --> full name first name (or first name or last name). For module name, you choose event --> module_container --> title. For date achieved, you choose event --> recorded_at. You can also add duration, expiry date, and contract start date if you like.

Press save.

Step 10. Save your automation โœ”๏ธ

Done! Complete the journey or section and receive your certificate! ๐Ÿš€


Grant certificate after completion of multiple activities or journeys

When a user needs to complete multiple activities or journeys and you don't know in which order they will complete them, you still need to make sure the final activity or journey they will complete is in a 'Activity/journey in event' condition. To do this, you can follow the previous steps but use the following conditions:

  1. Add a condition group with an 'Or' condition and add all your activities or journeys in 'Activity in event' or 'Journey in event' conditions

  2. Add a second condition group with an 'And' condition and add all your activities or journeys in 'Activity is completed' or 'Journey is completed' conditions

  3. Make sure you use an 'And' condition between the two condition groups

This set up will make sure it doesn't matter in which order the user completes the activities. The one they will complete last is always included in a 'Is activity in event' condition to make sure the certificate will be granted.

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