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Open in Introw: Certificates

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How it works

A certificate is a reusable, branded template - name, description, colors, badge image, issuer, and how long it stays valid. When you award it to a partner, they get an issued certificate: a shareable, verifiable page with an expiry date based on the template’s validity. There are several ways to award one:
  • Auto-issue on course completion - attach a certificate to a course; learners who complete it (and meet the passing score, if set) receive it automatically.
  • Manually - award it to selected partners.
  • By segment - issue it to everyone in a segment at once.
  • By workflow - issue it as a step in an Introw workflow (including the HubSpot “issue certificate” action).
If a credential needs to be pulled, you can revoke it. Issuance and revocation also reflect in your CRM when one is connected.

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Prerequisites

  • Write access to Certificates (a separate permission from Courses - a course author may not have it).
  • AI features enabled to generate a certificate for a course.
  • A connected CRM for certification status to appear on partner records.

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Settings & configuration

Certificate settings live in two places: the reusable certificate template, and a course’s Certificate tab where you attach one.

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Certificate template

Name & description are the title and supporting text shown on the certificate. Validity period controls how long the credential stays valid - a number of Days / Weeks / Months / Years, or Unlimited (never expires), which is the default. Badge image & colors are the artwork plus background and text colors that brand the certificate, and Issued by is the team member shown as the issuer on the credential.

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Course Certificate tab

Certificate is where you attach a template to a course so it’s auto-issued when a learner completes (and meets the passing score, if one is set).

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When issuing

Notify recipients is off by default and controls whether partners get a notification when a certificate is awarded.

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Setup walkthrough

1

Create a certificate

From Certificates, create one - set name, validity, badge, and colors - or generate one for a course with AI.
2

Attach it to a course

In the course’s Certificate tab, select the certificate to auto-issue on completion.
3

Issue ad hoc (optional)

Award it to individuals or a whole segment outside of course completion.
4

Manage validity

Rely on the validity period for expiry, and revoke a credential if it must be pulled early.

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How-to guides

Create and auto-issue a certificate

Design a branded, time-bound certificate template, then attach it to a course so it is awarded automatically on completion.

Generate a certificate with AI

Create a course-matched certificate in one step, then refine and attach it.

Issue a certificate manually

Award a credential to individual partners or a whole segment at once, with an optional notification.

Revoke a certificate

Decertify partners and pull a credential when it no longer applies, keeping your CRM in sync.

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Limits & gotchas

Certificates use a separate write permission from Courses, so a course author may not be able to manage them. A course only auto-issues when a certificate is attached and (if set) the learner meets the passing score. Validity is locked in at the moment of issuance - changing a template’s validity later doesn’t re-date certificates already awarded.

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Troubleshooting

  • No certificate after completion - no certificate is attached to the course, or the learner didn’t meet the passing score.
  • Certificate not on the partner’s CRM record - confirm the CRM is connected and the partner’s contact is linked.
  • Can’t issue - you may lack Certificates write access (distinct from Courses).