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Certificates should represent real completion. Use them when a learner finishes the required course work, passes required checks, or completes a program where proof of completion matters to the customer or business.
What this guide helps you do
- Confirm a learner is eligible for a certificate.
- Issue or review certificate details.
- Handle corrections, revocation, verification, and customer communication.
Before you start
- Confirm the course has certificates enabled and clear completion criteria.
- Review learner progress, required lessons, quiz results, assignments, and manual approvals.
- Check learner name, course title, issue date, and any public verification details.
- Prepare the message that tells the learner how to view or share the certificate.
Do it manually
- Open the course or learner enrollment.
- Review completion status and any required quizzes, assignments, or approvals.
- Open certificate actions and issue the certificate when the learner qualifies.
- Review the certificate preview for learner name, course title, issue date, organization, and certificate number.
- Send the certificate link or completion message to the learner.
- If a certificate was issued incorrectly, review whether it should be corrected, revoked, or reissued.
Ask Faster AI
- Check whether this learner is ready for a certificate. Review progress, required lessons, quiz attempts, assignments, and approval notes before recommending action.
- Draft a certificate completion message for this learner and include a friendly next step.
- Review issued certificates for missing learner names, wrong course titles, or people who may need follow-up.
Review before learners use it
- Do not issue a certificate until completion requirements are met or explicitly approved.
- Check spelling and course title before sending the certificate link.
- If a certificate must be revoked, communicate clearly and keep the customer record updated.
- Preview certificate pages after design or course-title changes.
Common issues and fixes
- If no certificate action appears, check whether certificates are enabled for the course.
- If a learner appears complete but cannot receive a certificate, review required lessons, quizzes, assignments, and approval status.
- If the certificate has wrong details, correct the source record before sending it again.
Online course launch playbook
For when certificates belong in a first course launch and what should be ready before issuing them, read the online course launch playbook. Publishing Your First Online Course: Outline to Certificate.
Connected workflows
- Create member access
- Collect pay-now payments from plugins
- Create a welcome journey
- Understand Customer 360
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- Video placeholder: add a short walkthrough that shows the manual course path, then shows how to ask Faster AI for the same setup or review before learners can access it.