Issue Certificates for Course Completion

Your CRM now includes a powerful feature for issuing certificates when learners complete courses. This allows you to automatically send customized certificates via email to recognize and reward your learners' achievements.

How to Issue a Certificate

Follow these steps to set up automatic certificate issuance for a course:

1. Navigate to Memberships > Courses > Products and select the course for which you want to issue certificates
2. Click on the Certificates tab within the course settings
3. Click the Attach button
4. Select a certificate template from the available options
5. The Category field will automatically be set to Course Completion
6. Click Save to confirm your selection

Once saved, all new learners who complete this course will automatically receive their certificate via email. All issued certificates can be viewed and managed through Memberships > Certificates.

Note: Only one certificate template can be attached to a course at a time. To change templates, either edit the existing attachment or delete it and add a new one.

Frequently Asked Questions

What happens if I mark a certificate as inactive for a course?

If you mark a certificate as inactive for a specific course, certificates will no longer be automatically sent to learners upon completion. To resume sending certificates, you must mark the certificate as active again.

How can I stop sending certificates to a specific learner?

To prevent a particular learner from receiving certificates, go to Sites > Memberships > Certificates > Issued Certificates. Locate the learner's certificate, click the three-dot menu, and select Revoke Access. This will prevent the learner from accessing any previously sent certificates.

Can learners share their certificates?

Yes, learners can copy their certificate link and share it publicly with others.