How to Create Certificates, Badges, and Manage Gamification
The Engagement module helps organizations recognize and motivate learners through certificates, badges, points, and leaderboards. Administrators can create certificate templates, issue certificates, configure gamification rules, and reward learners for their achievements and learning progress.
This article explains how to manage certificates, badges, point allocation rules, and leaderboards within Learnly.
Step 1: Access the Engagement Module
Navigate to 'People' and click 'Engagement'.
Step 2: Create a Certificate Template
Under 'Certificate Templates', click '+ Create Certificate' and choose a certificate creation method:
Standard: Use a predefined certificate design.
Step 3: Customize a Standard Certificate Template
Select a certificate design and personalize the template based on your requirements. Click 'Save Certificate Template' once completed.
Step 4: Design a Certificate Using Canvas
Click 'Design with Canvas' to create a template manually.
Step 5: Configure Certificate Template Details
Enter the 'Template Name', enable 'Preview Mode' to view changes, add the background image URL, and insert the required variables.
Step 6: Edit and Save the Certificate Design
Add text, add background, use existing templates, delete elements, or even download the certificate as a PDF using the options available. Click 'Reset' to start over or select 'Save & Exit' when finished.
Step 7: Issue Certificates Manually
To manually issue a certificate, click 'Issue Manually'.
Step 8: Assign and Issue a Certificate
Select the course from the dropdown, choose the certificate template, enter the learner’s email address, and click 'Issue Certificate'.
Create and Manage Badges
Badges provide visual recognition when learners achieve specific milestones.
Step 9: Create a New Badge
Under Gamification, click '+ New Badge'.
Step 10: Configure Badge Details
Enter the 'Badge Name', select a 'Badge Icon', choose a 'Badge Background Color', and add a description. Set the required points learners need to earn the badge, then click 'Create Badge'.
Step 11: Edit or Delete Badges
Use the available icons to 'Edit' or 'Delete' existing badges.
Step 12: Configure Point Settings
Enter the number of points learners should receive and enable the setting. Click 'Save Changes' to apply the configuration.
Step 13: View the Leaderboard
The leaderboard displays top-performing learners based on earned points, badges, and achievements.
The Engagement module helps organizations create a rewarding learning experience through certificates, badges, points, and leaderboards. By combining recognition and gamification, administrators can improve learner motivation, encourage participation, and celebrate learning achievements across the organization.
