How to Send Certificates of Completion With Accredible

Learn to send a certificate of completion to your customers by connecting Kajabi and Accredible with Zapier.

Sending certificates with Accredible and Kajabi

With Zapier, create third-party integrations with various third-party apps like Accredible!

Tip:

Looking for more ways to create and send a certificate of completion? Learn to create a certificate of completion with Google Slides or Automations.

This guide walks you through the process of setting up both your Kajabi and Accredible to automatically send certificates to your customers when they reach the final Course Lesson and submit a Form.

This guide will take you through the basic functions of this connection to ensure that an email is sent containing the certificate when your customer submits a Form.

However, with the many customizable options available in both Kajabi and Accredible, be sure to check out the different features available in each to see how you can create a unique certificate that best fits your brand and business.

Learn more about Forms in Kajabi and check out Accredible's learning center to find out how you can customize your certificate.

What happens after my customer completes the final Course Lesson with this setup?

After your customer reaches the final Lesson in your Course, they will be required to complete and submit a Form:

This will trigger your Zap to send the certificate of completion to the customer. Your customer will receive the certificate of completion at the email address submitted in the Form.

To view and share their certificate, your customer will simply click View my certificate:

Preview example certificate:

Step 1. Prepare your site in Kajabi

Before creating your Zap with Zapier, prepare your Form and Product in Kajabi.

With this setup, your customers must complete a Form in the final Lesson of your Course Product to receive their certificate of completion.

1. Create your Form

First create your Form:

Open the Marketing tab from the Dashboard.
Click Forms.
Create a new Form. Learn more

After creating your Form, set up your Embed Form:

Click Embed in the top menu.
Customize the settings of your embed form to change the appearance.
Then, copy the Embed Code for the Form:

2. Embed your Form into your final Course Lesson

To include your Form in your final Course Lesson, you must embed the Form into the body of your Lesson:

Open the Products tab from the Dashboard.
Select the Course Product you wish to use to send a certificate to your customers.
Open the Lesson editor for the final Course Lesson.
Paste the embed code into the source code (<>) of the final Lesson.
Click Ok to apply.
Click Save to keep your changes:

Note:

In the Course Lesson editor, your embedded Form will not display in the body editor. Preview the Lesson to see how your Form will display for your customers.

3. Prepare for your Zap by completing and submitting your Form

The Test & Continue step in Zapier requires data to successfully perform the test. Therefore, there must be a Form Submission in your Form.

To create a test form submission:

Click Preview in the top menu.
Complete and submit your Form:

Step 2. Prepare your certificate in Accredible

After preparing your site, set up your certificate of completion with Accredible.

Already have your Accredible certificate and group set up? Skip to Step 3 to set up your Zap.

1. Create and design your Accredible certificate

Accredible is a third-party app specialized in creating and sending digital certificates or badges.

With the powerful pairing of Kajabi and Accredible through Zapier, you can create professional, streamlined certificates to award your customers.

Learn to create your certificate in Accredible

Example certificate design:

2. Create a group

After creating and designing your Accredible certificate, create a group for your certificate:

Creating a group is necessary for creating your Zap.

When you create your Accredible action event with Zapier, your group will be used to complete the cohort field.

Learn to create your group in Accredible

Step 3. Create your Zap

After preparing your Kajabi site and Accredible certificate, set up your Zap with Zapier.

Begin by setting up your trigger app to trigger the Accredible certificate when a new Kajabi Form is submitted.

Make a Zap with Zapier to automatically create and send certificates of completion when your customer completes your Course Product and submits the Form.

Create a new Zap by clicking Make a Zap:

Read How to Use Zapier with Kajabi for more details.

1. Select the Trigger App: Kajabi

For the Trigger App & Event:

Select Kajabi for the App.
Then, select New Form Submission for the Trigger Event.
Click Continue:

Zapier will ask you to connect your account in the next step if it isn't already connected:

Connect your Kajabi account by copying and pasting your API Key and Secret into Zapier.

Read How to Use Zapier with Kajabi for more details.

After selecting your account, complete the Customize Form Submission step:

First, select your Site in the second dropdown menu.
Then, select the Form created in Step 1.
Click Continue:

Then, click Test trigger:

Note:

The Test & Continue step requires data to successfully perform the test. Therefore, there must be a Form Submission. If you haven't created a Form Submission, refer back to the Prepare for your Zap step. Read Zapier's Guide if you wish to change the sample data.

2. Configure the Action App: Accredible

For the Action App & Event: 2. Do this... connect your Accredible to create a new credential when your Form in Kajabi is submitted.

For the Action App & Event: 2. Do this...

Select Accredible Certificates for the App.
Select Create Credential for the Action Event.
Click Continue:

Zapier will ask you to connect your Accredible account in the next step if it isn't already connected. Select Sign in to Accredible. Then, paste your Accredible API into the popup. Learn to find your Integration API

Then, click Continue to set up your Accredible Action Event.

Customize Credential:

In the Cohort Name field, select the name of your group created in Step 2 of creating your certificate group:

Proceed through the Customize Credential step by matching each variable to the appropriate Kajabi data:

In the Name field, select First Name (or Name if you wish to display the full name).
In the Recipient Email field, select the Email data.
In the Course Name field, enter the name of your Product or the achievement the certificate is for.
In the Course Description field, type a brief description of the Course or achievement.
(optional step) If you have any additional attributes set up in your Accredible certificate, match the attribute to the data pulled from your Form in Kajabi.

After completing this part of the setup, your fields should look similar to the screenshot below:

Then, in the Publish Credential field, be sure to select True to publish your credential when the Form is submitted:

Once you have completed the setup, click Continue.

Zapier will create a new credential in your Accredible account as a test.

The Test Certificate will pull data from the Trigger App Test according to your Accredible set up.

Navigate to your Accredible account and open Credentials to view the Test Credential:

Step 4. Turn on your Zap

After successfully testing your Zap, be sure to turn your Zap On:

Turning on your Zap will finalize and enable the connection between Kajabi and Accredible to ensure that your future Form submitters in the final Lesson of your Course Product receive their published certificate.

Remember, you can always return to the Zap to modify your setup.

And that's how to send certificates of completion with Accredible! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!