Automated Badge Delivery Using GHL Workflows

GoHighLevel just gave agencies and educators a stealthy new feature — even though it wasn’t labeled as one.

You can now send digital badges automatically through your workflows by using the existing “Issue Certificate” action. No new buttons, no new actions. Just a smart use of a tool you already have access to.

Instead of selecting a certificate template, you simply pick a badge template. That’s it.

The badge is then delivered to your contact as a downloadable image — just like a certificate would be. But it’s lighter, cleaner, and perfect for casual achievements, progress markers, or internal gamification.

This small change opens up big opportunities — especially for course creators, community builders, and agencies offering training-based services. You don’t need to wait for the dedicated “Issue Badge” action (it’s coming soon). You can get started right now with zero extra setup.

The “Issue Certificate” action inside GoHighLevel workflows just got a quiet upgrade — it now pulls double duty.

Originally built to send formal certificates for course completions, the action can now also send automated badge delivery. And there’s no need to switch tools or install updates. The change is built right into the dropdown.

Now, when you add the “Issue Certificate” action to a workflow, you’ll see the option to choose either a Certificate Template or a Badge Template. That’s where the magic happens.

Badges are different from certificates in a few key ways:

• They’re visual, fast, and casual — not formal documents.
• They’re sent as downloadable image files.
• They’re ideal for recognizing quick wins or small milestones.

This is especially powerful for agencies and course creators who want to add micro-recognition without bulky certificate workflows.Even better? When the dedicated “Issue Badge” action is released, your existing setup won’t break. It’ll just become even more user-friendly.

Recognition fuels motivation. That’s not just psychology — it’s smart marketing.

Handing out a badge when someone finishes a module, submits a form, or wraps up a challenge gives them that little boost of motivation — a quick way of saying, “You’re on the right track.” That kind of instant feedback drives engagement.

With automated badge delivery, you can:

• Gamify your user experience without extra tools or software.
• Increase course/module completion rates with simple visual incentives.
• Reward community actions like attending webinars or submitting reviews.
• Reinforce onboarding flows with visual milestones.

For agencies, this also opens up a new layer of value-add. You can now offer clients “automated recognition systems” as part of their membership, training, or onboarding solutions — no coding required.

Micro-recognition isn’t just a nice-to-have. It’s a proven tactic for driving user retention, increasing satisfaction, and building stronger habits.

And now, it’s built straight into GHL workflows.

You don’t need to be a developer, designer, or automated badge delivery nerd to pull this off. If you’ve ever built a workflow in GHL, this will feel like second nature. Just follow these steps and you’ll have automated badge delivery running in minutes.

1.1 Log into your GoHighLevel sub-account.
1.2 Go to the left-hand sidebar and click on “Automation.”
1.3 Select “Workflows” from the submenu.
1.4 Either open an existing workflow or click “+ Create New Workflow” to build from scratch.

2.1 Click “Add Trigger” at the top of your workflow.
2.2 Choose a trigger relevant to your use case, such as:
  • Form Submitted
2.3 Set any trigger filters (if needed), then click “Save Trigger.”

3.1 Click “+” below your trigger to add a new action.
3.2 From the action menu, select “Issue Certificate.”
3.3 This is where the badge magic happens.

4.1 In the “Issue Certificate” settings panel, open the “Template” dropdown.
4.2 Select a Badge Template (not a Certificate Template).
4.3 Make sure your badge is designed and saved beforehand inside the GHL Certificates & Badges section.

5.1 Click “Save Action.”
5.2 Publish your workflow by clicking “Save & Publish” in the top right.
5.3 Test the automation using a dummy contact or test trigger to ensure the badge sends properly.

Want to get the most out of automated badge delivery? These tips will help you turn a basic badge into a business booster.

Use badges for micro-milestones
Think beyond course completion. Use automated badge delivery to celebrate things like:

• Finishing a single module or lesson
• Submitting a form or quiz
• Attending a live session
• Booking a strategy call
• Completing onboarding steps

Design badges to match your brand
Badges should feel fun but still look pro. Use Canva or GHL’s native design tools to create branded badge templates. Pro tip: Include your logo subtly and keep dimensions optimized for mobile viewing.

Tag + Trigger for precision delivery
Combine tags and conditional logic to control when badges are sent. For example:

• Add a “Module 1 Complete” tag when a lesson ends
• Use that tag to trigger badge delivery
• Remove the tag after to prevent repeats

Bundle with email + SMS
Don’t just send a automated badge delivery — celebrate it. Fire off a follow-up message like:

“🎉 Congrats! You’ve earned your first badge. Keep going!”

Create badge levels
You can keep the momentum going by offering tiered badges — for example, Bronze for starters, Silver for steady progress, and Gold for top achievers based on how engaged they are.

Keep it simple
Start small. One badge. One trigger. One celebration. You can scale later.

Right now, you’re using the “Issue Certificate” action to send badges — and that works beautifully.

But soon, GoHighLevel is rolling out a dedicated “Issue Badge” action inside workflows. This will make things even more intuitive and streamlined. No more choosing between templates. No more wondering, “Wait… is this for certificates or badges?”

Here’s what to expect when the new action drops:

• Clear labeling: A standalone “Issue Badge” action in the workflow builder
• Simplified UX: Only badge templates will show in the dropdown
• Faster workflow building: Less confusion, fewer clicks
• Better visibility: More obvious tracking and analytics for badge-based flows

The good news? Everything you build now will still work later. You won’t need to rebuild or migrate anything when the new action launches.

So if you’re running a membership site, onboarding program, course portal, or any kind of gamified experience — start now. The future of automated badge delivery is only getting better.

Automated badge delivery aren’t just pretty graphics — they’re a proven way to boost engagement, motivate users, and make learning or onboarding feel rewarding. And now, thanks to this update, you can deliver them automatically inside GoHighLevel without waiting for the official badge feature to arrive.

Whether you’re running:

• An online course or coaching program
• A membership community
• A client onboarding sequence
• Or even a gamified marketing challenge

…automated badge delivery can add a new layer of excitement and motivation.

The setup takes minutes, the impact can last months, and your clients (or students) will love the recognition.

Bottom line? Start building your badge library today and put it to work in your workflows. When the dedicated “Issue Badge” action goes live, you’ll already be ahead of the game.