The "Issue Certificate" workflow action streamlines the certificate issuance process by automating it in response to specific triggers. This enhancement provides users with a straightforward method to generate certificates when designated events occur, thereby simplifying overall workflow automation.
How to Use the Feature
Access Workflow Builder:
Log in to your CRM account and head to the Automation tab, then navigate to the Workflow section to create and manage your automated workflows.
Select Certificates Issued Trigger:
Within the Workflow Builder interface, find and select the "Certificates Issued" trigger from the list of available options.
Define Trigger Conditions:
Set the conditions that will activate the trigger. This might involve the issuance of a specific certificate template or other relevant criteria.
Add Filters:
Enhance your workflow's precision by incorporating filters based on certificate templates and various conditional operators. This customization ensures a more tailored triggering process that aligns with your unique business requirements.
Customize Workflow Actions:
With the "Issue Certificate" workflow action, you can specify what actions should occur when the certificate issuance trigger activates. This could involve sending notifications, updating records, or performing any other automated tasks, thus enhancing efficiency in the certificate issuance process.
Choose Certificate Templates:
Select the appropriate certificate templates to be issued when the trigger conditions are met. Ensure that these templates align with the intended purpose and audience of the certificates.Save, Publish, and Test:
Don’t forget to save your workflow. If it's ready, toggle the switch to Publish. Use the Test Workflow button to verify everything is functioning as intended.
NOTE: For a detailed overview of workflow testing, refer to our article on “Using the Testing Features in Workflows.”
Benefits of the Feature
Tailored Automation: The "Issue Certificate" workflow action allows users to trigger automated responses precisely when certificates are issued, ensuring a customized approach to certificate issuance events.
Enhanced Customization: With the ability to add filters based on certificate templates and conditional operators, users can tailor workflow triggers to meet their specific business needs.
Efficient Certificate Issuance: By selecting appropriate certificate templates for actions, users can streamline the certificate issuance process, automatically generating the right certificate in response to the trigger, thus saving time and effort.
Frequently Asked Questions (FAQs) about the "Issue Certificate" Workflow Action
What is the "Issue Certificate" workflow action, and how does it work?
The "Issue Certificate" workflow action automates the generation and issuance of certificates based on predefined triggers. When a specified event occurs (e.g., course completion or milestone achievement), this action creates a certificate using pre-defined templates and can also perform additional tasks like sending notifications or updating records.How do I set up the "Issue Certificate" workflow action?
Access Workflow Builder: Log in to your CRM account and navigate to the Workflow Builder section.
Select Certificates Issued Trigger: Find and select the "Certificates Issued" trigger within the Workflow Builder.
Define Trigger Conditions: Specify the conditions for triggering the event.
Add Filters: Use filters for refining the triggering process, such as filtering by certificate templates or applying conditional operators.
Customize Workflow Actions: Define actions that should occur when the certificate is issued.
Choose Certificate Templates: Select the templates to be issued when conditions are met.
Save, Publish, and Test: Save your workflow, publish it, and test it to ensure proper functioning.
What are the benefits of using the "Issue Certificate" workflow action?
Tailored Automation: Automates certificate issuance at precise moments, ensuring a more personalized approach.
Enhanced Customization: Offers flexibility in customizing triggers and actions based on templates and conditions.
Efficient Certificate Issuance: Streamlines the process by automating template selection and generation.
Can I use different certificate templates for different triggers?
Yes, you can assign different certificate templates to different triggers. By setting up filters and specifying conditions, you can ensure that the appropriate template is issued based on the specific event.What additional actions can be automated alongside certificate issuance?
In addition to issuing certificates, you can automate actions such as:Sending email notifications to recipients.
Updating records in your CRM or database.
Creating tasks or reminders for follow-up actions.
Generating reports based on certificate issuance.