Keep marketing ops webinar certificates organized

Marketing ops managers let emailed certificates pile up in inboxes, creating lost proof and reporting gaps. Files go to learner folders and update the tracking sheet for retrievable proof.

Overview

Missing attendee certificates creates reporting gaps and risks campaign credibility for marketing ops. This workflow files each certificate into the right learner folder and links it to your tracking sheet, eliminating lost proof and streamlining report completion. Ops leaders get retrievable evidence and fewer manual follow-ups.

Notable Features

Place certificates in learner folders
Match names to tracking records
Notify ops of unmatched attachments