Marketing ops managers send branded certificates and upsell

Marketing ops managers miss certificate deliveries and upsell chances when creation is manual. Learners get dated, branded PDFs after submission so program managers can follow up with offers.

Overview

Marketing ops teams lose upsell opportunities when certificates are created manually and sent inconsistently. This workflow standardizes branded certificate creation, converts to PDF, and delivers attachments after submission so learners receive credentials reliably and program managers can act on follow-up offers. The result is fewer missed deliveries and clearer delivery records.

Notable Features

Create dated branded PDF certificates
Email certificates after form submission
Log deliveries and track follow ups