Membership automations
complete
E
Ellen Harrison-Smith
Automation trigger for when someone completes a course and/or/recieves/downloads their certificate
Log In
S
Shivani Gera
complete
S
Shivani Gera
in progress
D
Devon Smart
I would also love to release different courses, or modules based on different conditions such as tags, form completions etc.
R
RevEx Group
Merged in a post:
Workflow +Download Certificate
Avianca Small
I keep testing the certificate function for my course. The Certificate has been created and attached to the course. I have tested several emails and I still haven't experienced the certificate pop-up window in the course area that Debbi Starr Dybevik shared with me.
Any suggestions? I removed the "offer" from the contacts , then added it back to test.
Questions:
1) Will there be an automatic workflow that directly emails certificate to member at completion of each course?
2) Is there currently a way to embed certificate in an email template with custom fields and create a workflow to download certificate.
3) Also, will certificates be accessible to view in Client portal and download at later time?
Thank you in advance!
R
RevEx Group
Hi Avianca Small
You should ideally get your certificate once the course is completed via mail. If that's not the case please raise a ticket with a loom and relevant details.
Also, to answer your questions -
- Yes we will have an automatic workflow that directly emails certificate to member at completion of each course?
- You can send a certificate by adding the email from the Send button inside the builder, irrespective of whether it is linked to a course or not
- Yes, that is WIP and should be out by end of March.
Avianca Small
RevEx Group I finally figured out why my certificates were not firing. The Custom value that I used for "date now" "year now" were incorrect. I needed to use {{membership.currentDate}}.
B
Brooke Haynes
YAY!
Thank you!
R
RevEx Group
planned