New: Instantly Send Badges via Workflows With SalesEdge.io’s Certificate Action
Celebrating your clients' progress just got easier! You can now send visual recognition badges automatically using the existing “Issue Certificate” action within SalesEdge.io workflows.
Badges are a fun and engaging way to acknowledge milestones, progress, and engagement—whether it's completing a course, submitting a form, or reaching an achievement in their journey with you.
Although we’re working on a dedicated “Issue Badge” feature, you can start sending badges right now through the current Certificate action. It’s simple, quick, and fully automated.
How It Works
Open your workflow inside Automation > Workflows
Create a new workflow or use an existing one
Add any supported trigger—like starting a course, submitting a form, or updating contact info
Add the “Issue Certificate” action
Instead of selecting a certificate template, choose a badge template
Save and publish your workflow
Your badge will be sent automatically as a downloadable image to the client when they reach the milestone. This makes it easy to recognize wins and keep them engaged throughout their journey.
Popular Use Cases
Need inspiration? Here are some popular ways coaches and service-based businesses are already using badges:
Send a badge after a client completes a module or course
Celebrate the first booked call
Acknowledge when a client fills out a key onboarding form
You’ll find the relevant triggers under “Courses,” “Contact,” and “Form Activities” when setting up your workflow.
Coming Soon
We’re actively developing a dedicated “Issue Badge” feature that will make this process even more streamlined. Until then, the “Issue Certificate” action supports both badges and certificates perfectly—so there’s nothing stopping you from recognizing your clients today!
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
