Certificates can be granted automatically based on different types of progress:
Completion of a single activity
Completion of a journey or section
Completion of multiple activities or journeys (in any order)
🏆 Grant certificate after activity completion
Go to Control > Behaviour > Automations > Click on "Create new automation"
Automation setup:
Event type: Activity is completed
Conditions: Is activity in event > 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.
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: Event → Invite → Activity
User source: Event → Invite → User
Configure certificate field mapping
Click the Grant certificate action to open the full settings. Scroll down to the Certificate field mapping section.
You will see the dynamic text fields that were set up in your certificate template, such as:
Name source*
Activity name source*
Date source*
Click on each field to open the dropdown, then choose the correct data source.
Example field mappings
For name: Event → Invite → User → First name (or Last name or Full name)
For activity name: Event → Invite → Activity → Title
For date: Event → Invite → Completed at
You can also map optional fields like duration, expiry date, or contract start date, depending on what your certificate design supports.Press save.
5. Save your automation ✔️
Done! Complete the activity and receive your certificate! 🚀
Grant certificate after journey or section completion
Go to Control > Behaviour > Automations > Click on "Create new automation"
Automation setup:
Event type: Journey/section is completed
Conditions: Is journey/section in event > Choose the section/journey you want to attach your certificate to
Completion status: Completed
If you want the same certificate for multiple activities, use the "or" condition.
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
Container source: Event → Module container
User source: Event → User
Configure certificate field mapping
Click on the Grant certificate action and scroll down to open the Certificate field mapping section.
You will see dynamic text fields from your certificate template, such as:
Certificate name source*
User name source*
Module name source*
Date achieved source*
Example field mappings
For certificate/module name: Event → Module container → Title
For user name: Event → User → Profile → Full name (or First name or Last name)
For module name: Event → Module container → Title
For date achieved: Event → Recorded at
Optional fields you can also map: duration, expiry date, contract start date
5. Save your automation
🎉 Done! Learners will receive their certificate upon completing the selected journey or section.
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:
Add a condition group with an 'Or' condition and add all your activities or journeys in 'Activity in event' or 'Journey in event' conditions
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
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.