Learn how to automate sending certificates for course completion in Kajabi using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To automate sending certificates for course completion in Kajabi, start by accessing Pabbly Connect. This platform will facilitate the integration between Kajabi, Google Slides, and Gmail seamlessly. If you are a new user, sign up for free and explore various automation tasks available.
Once signed in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Certificate on Gmail on Course Completion in Kajabi’. This will help you keep track of your automation processes.
2. Connecting Kajabi to Pabbly Connect
The next step involves connecting Kajabi to Pabbly Connect. Select Kajabi as your first application and choose the trigger event as ‘New Form Submission’. This event will initiate the automation whenever a customer completes the course and submits the form.
- Select Kajabi as the application.
- Choose ‘New Form Submission’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Next, go to Kajabi and embed this webhook URL in your form settings. This allows Pabbly Connect to capture the form submission data when customers complete the course.
3. Creating Certificates Using Google Slides
After setting up Kajabi, the next step is to create the certificate template in Google Slides. Sign in to your Google Slides account and design your certificate, ensuring to include placeholders for the student name and completion date.
Return to Pabbly Connect and select Google Slides as the next application. Choose the action event ‘Create Presentation from Template’. Connect your Google Slides account and select the template you created earlier.
- Select ‘Create Presentation from Template’ as the action event.
- Map the student name and date to the respective placeholders in the template.
- Specify the location in Google Drive where the certificate will be saved.
This integration with Pabbly Connect ensures that every time a form is submitted, a personalized certificate is generated automatically.
4. Sharing Certificates Automatically via Gmail
With the certificate created, the final step is to send it to the customer via Gmail using Pabbly Connect. Add Gmail as your final application in the workflow and select the action event ‘Send Email’.
Connect your Gmail account and fill in the necessary fields such as recipient email, subject line, and email body. Use the mapped certificate link from the previous step to include in the email. This allows customers to download their certificates directly from the email.
Select ‘Send Email’ as the action event. Map the recipient’s email address from the Kajabi form submission. Include a personalized message and the certificate link in the email body.
This step ensures that after every course completion, customers receive their certificates automatically, enhancing their experience and streamlining the process.
5. Conclusion
In conclusion, using Pabbly Connect to automate the process of sending certificates upon course completion in Kajabi significantly enhances efficiency. By integrating Kajabi, Google Slides, and Gmail, you can ensure that every student receives their personalized certificate promptly and automatically.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This setup not only saves time but also improves the overall user experience for your course participants. Set up your automation with Pabbly Connect today to enjoy seamless certificate management!