Send a Badge Automatically When Someone Hits a Milestone

Badges are a light, visual way to recognise a milestone, and you can hand them out automatically. Any workflow can award one using the Issue Certificate action, so a customer finishes a course or submits a form and the badge arrives on its own. You pick a badge template instead of a certificate template, and everything else works the same way.

How do I set this up?

You build it like any other automation: one trigger, one action. The whole thing takes a few minutes and runs from then on without you touching it.

1. Go to Automation, then Workflows.
2. Create a workflow from scratch, or open one you already use.
3. Add a trigger for the moment you want to recognise.
4. Add an Action and select Issue Certificate.
5. Choose a badge template rather than a certificate template.
6. Save and publish the workflow.

Which moments are worth awarding a badge for?

The triggers people use most sit under Courses, Contact and Form Activities. Course completion and lesson progress work well for training businesses, while form activity suits competitions, sign-up drives and loyalty schemes.

What does the customer actually receive?

The badge goes out as a downloadable image, so it is small, easy to save and easy to share. That makes it suited to frequent, small recognitions rather than the formal end-of-course certificate. You can run both from the same workflow if you want a badge at each stage and a certificate at the finish.

You will find it under Automation, then Workflows, in the Issue Certificate action.

This update was originally released in August 2025. Menu locations may have changed since.