How to Automate Badge Issuance in Sparkforge Workflows

By Sparkforge Support Team ·Last reviewed May 3, 2026

Use the existing Issue Certificate workflow action and select a Badge template instead of a Certificate. Pair it with course, quiz, or form triggers to issue badges automatically.

Badges are a lightweight way to recognize milestones, progress, and engagement. Until a dedicated Issue Badge action ships, you can issue badges right now using the existing Issue Certificate workflow action — just select a Badge template instead of a Certificate template.

How it works

Pair any supported workflow trigger with the Issue Certificate action and pick a Badge template. The badge is sent as a downloadable image to the customer.

Common triggers and badge ideas

Trigger	Badge example
Lesson Completed	Lesson 1 Complete
Category Completed	Module Master
Product Completed	Certified Pro
Quiz Submitted	Quiz Ace
Survey Submitted	Top Responder
Form Submitted	Quick Action Taker
Task Completed	Milestone Unlocked

You'll find these triggers in the Workflow Trigger menu under Courses, Contact, and Form Activities.

Set up automated badge issuance

Go to Automation > Workflows.
Create a new workflow or open an existing one.
Add a trigger from the list above.
Add an action and select Issue Certificate.
Choose a Badge template instead of a Certificate template.
Save and publish.

Build a badge in the Badge Builder

Go to Memberships.
Open the Credentials tab.
Click Create in the top right.
Select Create Badge from the dropdown.

What's next

A dedicated Issue Badge action is in development. Until it ships, the Issue Certificate action handles both Badges and Certificates without any extra steps.

Frequently Asked Questions

Why is the Issue Certificate action used for badges?

Both badges and certificates use the same underlying issuance pipeline. The action accepts either template type, so badges work today without waiting for a dedicated action.

How do customers receive the badge?

The badge is delivered as a downloadable image. You can also surface it inside the member portal or include it in a follow-up email.

Can I issue different badges from the same workflow?

Yes. Add multiple Issue Certificate actions and gate each one with conditions so different milestones issue different badges.

Where do I create badge templates?

Memberships > Credentials > Create > Create Badge. The Badge Builder lets you configure the visual and metadata before referencing the template in your workflow.