In this article we will talk about granting a certificate in two conditions:
When an activity is completed
When a journey/section is completed
Grant certificate after activity completion
Step 1. Go to the control environment of the Growth platform.
Step 2. Click on Behaviour and navigate to the automations tab.
Step 3. Create a new automation, event type: activity is completed.
Step 4. Use the condition: Is activity in event, and 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.
Step 5. Add the action: grand certificate, and select the certificate you created. You see multiple fields:
Title: name your certificate (you can use the same name as in the content builder)
Attach to: choose activity
Activity source: choose event --> invite --> activity
User source: choose event --> invite --> user
Step 6. Click on the action "grand certificate" and scroll down in the pop-up.
Step 7. You'll see some extra fields are created underneath the title certificate field mapping. This is the place where you link your dynamic text to the correct source. You'll see the dynamic text that you created with source written behind it. I.e. Name source*, activity name source* and date source*.
Step 8. Click on the field underneath your dynamic text. A list drops down.
Step 9. Choose the correct source.
For example, for name, you choose event--> invite-->user--first name (or last name or full name). For activity name, you choose event--> invite--activity--> title. For date, you choose event--> invite--> completed at. You can also add duration, expiry date, and contract start date if you like.
Press save.
Step 10. Save your automation ✔️
Done! Complete the activity and receive your certificate! 🚀
Grant certificate after journey or section completion
Step 1. Go to the control environment of the Growth platform.
Step 2. Click on Behaviour and navigate to the automations tab.
Step 3. Create a new automation, event type: journey/section is completed.
Step 4. Use the condition: is journey/section in event, and choose the journey or section you want to attach your certificate to. Completion status: completed. If you want the same certificate for multiple journeys or sections, use the "or" condition.
Step 5. Add the action: grand certificate, and select the certificate you created. You see multiple fields:
Title: name your certificate (you can use the same name as in the content builder)
Attach to: choose activity_container
Activity_container source: choose event --> activity_container
User source: choose event --> user
Step 6. Click on the action "grant certificate" and scroll down in the pop-up.
Step 7. You'll see some extra fields are created underneath the title certificate field mapping. This is the place where you link your dynamic text to the correct source. You'll see the dynamic text that you created with source written behind it. I.e. Certificate name source*, user name source*, activity name source* and date achieved source*.
Step 8. Click on the field underneath your dynamic text. A list drops down.
Step 9. Choose the correct source.
For example, for certificate name, you choose event--> invite--activity_container--> title. For user name, you choose event--> invite-->user--first name (or last name or full name). For activity name, you choose event--> invite--activity_container--> title. For date achieved, you choose event--> invite--> recorded_at. You can also add duration, expiry date, and contract start date if you like.
Press save.
Step 10. Save your automation ✔️
Done! Complete the journey or section and receive your certificate! 🚀