Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)

Modified on Fri, 8 Aug at 8:10 AM

Overview

Badges are a lightweight, visual way to recognize
milestones, progress, and engagement
. While we’re actively working on a dedicated “Issue Badge” action, you can start issuing badges right now using the existing
“Issue Certificate” workflow action
.

Yes — Badges are issued through the same action as Certificates!

How It Works

You can combine any of the supported workflow triggers with the existing “Issue Certificate” action to send a Badge automatically to your customers.

Just select a Badge template instead of a Certificate template when using the "Issue Certificate" action.

Most Used Triggers + Use Cases

You can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”

How to Set It Up?

Go to
Automation > Workflows
Create from Scratch
or open an existing Workflow
Add a
Trigger
from the list above
Add an
Action
→ select
Issue Certificate
Choose a
Badge template
instead of a Certificate template

Save & Publish 

Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.

Coming Soon

We’re introducing a dedicated “Issue Badge” action 
to make this even clearer and easier to use. Until then, the “Issue Certificate” action 
supports both Badges and Certificates seamlessly.