Automate Badge Issuance in GoHighLevel Workflows
Automating certificate badges in GoHighLevel is a powerful way to reward course completion and engagement, especially when you also manage learning content in tools like ClickUp or other project systems. This guide explains how to set up the Issue Certificate action so your badges are delivered automatically when contacts meet your chosen conditions.
The steps below are based on the official GoHighLevel help documentation and walk you through everything from adding the workflow action to choosing the right source and certificate.
What You Need Before You Start in GoHighLevel
Before configuring automated badge issuance, make sure the following items are already set up inside your GoHighLevel account:
- An active account with access to workflows.
- At least one course or product connected to your contacts.
- Completed course or progress tracking (contacts must be able to reach 100% completion).
- A certificate or badge template that has already been created in your learning or certification tool and integrated.
Once these prerequisites are in place, you can use workflows in GoHighLevel to trigger badge delivery when a contact completes your course.
Where the GoHighLevel Issue Certificate Action Fits in a Workflow
The Issue Certificate action is a workflow step that sends a badge or certificate to a specific contact once defined rules are satisfied. You will typically place this action near the end of a workflow that monitors course progress or subscription activity.
A common pattern is:
- Trigger the workflow when a contact enrolls in a course or membership.
- Track their completion percentage or a specific completion event.
- Run checks at defined intervals or on key events.
- Use the Issue Certificate action to deliver a badge when criteria are met.
This structure guarantees that only contacts who truly complete your material will receive certificates.
How to Add the Issue Certificate Action in GoHighLevel
Follow these steps to place and configure the Issue Certificate action within a workflow in GoHighLevel:
- Open the workflow builder
- Navigate to the Automation or Workflows section in your account.
- Create a new workflow or open an existing one that tracks course or product activity.
- Choose the location in your automation
- Scroll through your workflow steps.
- Decide where the badge should be issued, usually after conditions confirming course completion.
- Add the Issue Certificate action
- Click to add a new action inside the workflow canvas.
- Search for and select the Issue Certificate action from the action list.
After inserting the action, you will see configuration options that tell GoHighLevel which course and which certificate or badge should be used.
Configure the GoHighLevel Issue Certificate Action
The configuration panel for the Issue Certificate action has several key options you must complete so the system sends the correct badge to the right contact.
Select the Source in GoHighLevel
The first option is to choose a Source. The source defines what type of item the certificate will be associated with, such as:
- A course or program.
- A specific learning track or module bundle.
- Another integrated learning asset, depending on your connected tools.
Pick the source that corresponds to the course or product that the contact must complete to receive the badge.
Choose the Course or Product
Once a source is selected, you can choose the exact course or product that will be linked to the certificate. In most setups, this is the primary course the workflow is monitoring.
- Open the course or product dropdown.
- Select the correct item that represents your completion requirement.
This ensures that the certificate is correctly tied to the completion data being tracked in GoHighLevel.
Select the Certificate or Badge Template
Next, you will select which certificate or badge will be issued.
- Open the certificate selection menu.
- Choose the badge or certificate template you previously configured.
The chosen template determines the design and wording of the certificate that the contact receives.
Define Completion or Trigger Conditions in GoHighLevel
The Issue Certificate action is most effective when combined with conditions that confirm completion. While the exact configuration depends on your overall workflow design, typical patterns include:
- A condition checking if course completion equals 100%.
- An event-based trigger such as a “lesson completed” or “course finished” event.
- Tag-based rules, where a contact receives a completion tag before the action runs.
Place these checks immediately before the Issue Certificate action, so that only fully qualified contacts reach the badge issuance step.
Testing Your Badge Automation in GoHighLevel
Always test your workflow before going live. Proper testing avoids incorrect badge delivery and ensures that your automations behave as expected.
- Create or select a test contact
- Use a contact with an email you can access.
- Enroll them in the relevant course or product.
- Simulate course completion
- Mark modules as complete or use your learning platform to complete the course.
- Confirm that the completion status or event is visible in GoHighLevel.
- Run the workflow
- Trigger the workflow for the test contact.
- Allow enough time for automation steps and delays to execute.
- Verify the certificate
- Check that the Issue Certificate action runs successfully.
- Confirm the contact receives the badge or certificate via email or assigned delivery method.
If the contact does not receive the certificate, review your conditions, course mappings, and certificate selection, then retest.
Best Practices for Managing Certificates in GoHighLevel
Use these tips to keep your certificate automations scalable and reliable:
- Name workflows clearly so it is obvious which workflow handles which course or badge.
- Use descriptive certificate titles that match the course or product name.
- Avoid duplicate rules that could trigger multiple certificates for the same course.
- Document your setup in a central place, such as a ClickUp space, so your team knows how badge issuance is configured.
Clear organization makes updates easy when you add new courses or certificates.
Learn More About the Official GoHighLevel Setup
For additional reference and the most up-to-date details, you can review the original documentation on automating badge issuance using the Issue Certificate action on the official help portal: Automate badge issuance in workflows.
If you want expert help implementing or scaling automation and certification systems around GoHighLevel, you can also consult specialized implementation partners such as Consultevo, who focus on building high-conversion automation frameworks.
Summary: Streamlined Badge Delivery in GoHighLevel
By using the Issue Certificate action inside workflows, you can automatically reward contacts who finish your courses or programs. Once you choose the proper source, course, and certificate template, GoHighLevel handles issuance for you whenever contacts meet the conditions you define. With thoughtful workflow design, testing, and documentation, your certification process becomes consistent, scalable, and easy to maintain.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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