Creating Certificates of Completion with Teachable, WebMerge, and Zapier

This article explains how to create certificates of completion in your school using WebMerge and Zapier. If you have not already learned how to set up Zapier on your school, you can learn that here.

NOTE: While integrations are available on the Basic plan and higher, graded quizzes are only available on the Professional plan and higher. See what comes with each plan here.

Getting Started In WebMerge

WebMerge is an online tool that allows you to easily automate creating documents and sending/storing them as PDFs. Follow these steps to get started in WebMerge:

  1. Create/log in to your WebMerge account.
  2. You will be taken to your My Documents page. Click the New Document button on the left side. new document
  3. You should see a Create a New Document prompt appear. Give your document a name and click Next. name document
  4. Click the Build Your Own icon. Be sure to leave the checkbox that says "Automatically create an email delivery" checked. Click Create Document. choose document type
  5. You will now see a WYSIWYG (What You See Is What You Get) text editor that allows you to edit your document. Click the image icon in the editor. image icon
  6. A prompt will open up that will allow you to place a logo within the document. Click the Upload tab to upload a new image. upload image
  7. Next, click the Choose File button to upload the file (in this case, a logo) from your computer. Click Send It to the Server to finish the upload.send image to server
  8. You will now be taken back to the Image Info tab, which has your image on a preview window. You can now customize the image by setting the height, weight, border size and horizontal/vertical offsets in pixels. When you’re done, click OK. image properties
  9. You will now see your logo appear in the editor. You can now add in additional text. If you want to merge in attributes about your student, such as his or her name, you will need to add "{$Name}" in the document. This will allow you to merge those attributes later on. format webmerge document
  10. In order to send the certificate via email later on, you will need to set a hidden variable on the document. To do this, click Switch to Advanced Mode to the right of the text editor. This will allow you to edit the HTML. switch to advanced mode
  11. Copy and paste the following anywhere in the HTML editor:
    <p style="display:none">{$Email}</p>
    Your document builder should look something like this: paste code into document builder
  12. Once you’ve added the code snippet, click Save & Next.
  13. You will now be in the Settings area. Here you can edit several things, including:
    • The name of your document (how it appears in your system)
    • The output format
    • The page size
    • The output file name (the name that appears to your student)
    • The time zone
    • The status

    NOTE: Change these as you'd like, but be sure to leave the Status set to Active.

    customize document settings
  14. Next, you can test out the document by inputting a name and email. Once you are satisfied, click Skip to Next Step. test webmerge document
  15. You should now see the email delivery option by default. Click Edit to change the To Email Address.edit email template
  16. Under Send Email To select Merge Field, then select Email from the drop-down menu. send email to settings
  17. Once you are happy with the email format, click Save Delivery.

You are now good to go in WebMerge. Time to head over to Zapier.

Setting Things Up In Zapier

The following section outlines how to set up an automation based on the New Graded Quiz Result trigger, however, there are other available triggers including:

  • New Sale
  • New User
  • New Enrollment
  • Profile Updated
  • Lecture Completed
  • New Transaction
  • Course Completed
  • Subscription Cancelled

More information about setting up other available triggers can be found on Zapier

To set up the automation using the New Graded Quiz Result trigger, complete the following steps:

  1. Sign Up for Zapier, or log in using your existing Zapier account. If you haven't integrated Zapier with your Teachable school, refer to our instructions here
  2. Click on the Make a New Zap! button. For the trigger step, search for Teachable and then select New Graded Quiz Result.integrationss-webmerge-zapier-new-graded-quiz-result.gif
  3. Now, apply a filter so that only quiz responses that meet certain criteria get certificates (such as earning a certain score or being from a specific lecture/course). To apply this filter, click the + icon in between the Trigger and Action steps inside your zap and choose Filter. add zapier filter
  4. When you see the option Only continue if... selected, click Save + Continue. save zapier filter
  5. Next, choose Response - Grade - Percent Correct in the first input field. There are many options, so you may wish to search for “percent” to make it easier. response grade percent correct
  6. The middle input field lets you choose how the field should treat the input value and what criteria to use. For this example, we’re going to choose (Number) Greater than. In the final input field, we’ll put 74, since we want students to get at least a 75 percent on the quiz. quiz grade greater than 74
  7. Next, click And to add another filter, this time choosing the Response - Lecture ID attribute for the first field.
    response lecture id filter
  8. Select (Text) Exactly Matches for the middle field and type the lecture ID number of the quiz that you want to count for the certificate inside the last field. lecture id

    NOTE: To find the lecture ID, go to the lecture in your Teachable school and look for the # in the URL:

    copy lecture id
  9. When you click Continue on the filter, you may see it turn yellow and say that the zap would have been filtered out. This is fine because the last response in your school is returned as test data, so the filter will not apply if it isn’t the same quiz response. test filter
  10. Now, choose WebMerge as the Action App. select webmerge as action app
  11. Next, select Create Document Merge and click Save + Continue. create document merge
  12. Connect your WebMerge account if you haven't done so already. If you have, just choose the existing account and click Save + Continue. connect webmerge account
  13. Next, choose the certificate you want to merge from the list. choose certificate
  14. When you choose a document, it will show you the fields that you set before, like name and email. You can merge in the data from the Teachable Trigger by clicking the icon on the right side of each input field.

    NOTE: Make sure to have Download Field set to Yes so that the attachment is set in the email.

    set up webmerge document merge
  15. From here, you can test out the zap to make sure it works.test webmerge zap
  16. Back in WebMerge, you should see a report showing if the merge was created/sent. webmerge history report

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