For marketing ops: Attach certificates and tag participants
For marketing ops: Attach certificates and tag participants
Marketing ops in design mark participants for certificates, but missing links exclude attendees from follow-up. This flow writes certificate links to records and tags contacts so marketing ops can trigger follow-up.
Overview
Design marketing ops risk losing post-course engagement when certificate links aren't attached. This workflow writes certificate links back to participant records and tags contacts so marketing and ops can reliably trigger follow-up and confirm issued certificates.
Notable Features
- Attach certificate links to records
- Tag contacts for course completion
- Trigger post-course marketing sequences