Skip to main content

Feedback and Certificates Workflow

Use this workflow after a session or event to capture attendee feedback and provide certificates.

Feedback​

  1. Create feedback questions in admin.
  2. Confirm the target event or session.
  3. Decide whether feedback requires attendance check-in.
  4. If using emailed feedback, use Feedback Submissions to send attendee feedback links.
  5. Ask attendees to submit feedback from mobile or via the emailed web form.
  6. Review feedback summary and submissions.

Certificates​

  1. Configure certificate settings, design, and category overrides.
  2. Set up auto-email if certificates should be sent automatically.
  3. Confirm certificate eligibility rules with the organizer.
  4. Verify attendee registration and attendance where required.
  5. If feedback is required for certificates, confirm the attendee's feedback submission status.
  6. Guide attendees to the mobile certificate screen.
  7. Use certificate verification for support cases.