Learn how to enable and customize completion certificates in Kartra surveys and quizzes.

Certificates can be used to acknowledge participation, confirm completion, or reward users after they finish an assessment.

You might use certificates for:

  • Course or training completion
  • Knowledge or skill assessments
  • Workshops, challenges, or events
  • Internal training or onboarding programs

Enable certificates in a survey or quiz

Open your survey settings

In Contacts > Surveys:

  1. Create a new survey or quiz, or edit an existing one.
  2. In the Questions tab, edit the Content module to launch the survey builder.Content section in the survey wizard.
  3. Open the Success message for which you want the certificate to be issued.Side menu in the survey builder highlighting success slides

Enable and configure the certificate

Important:

Certificates are enabled per success message. 

If your survey or quiz uses multiple success messages, you must enable and configure a certificate separately for each one. This is especially useful for:

  • Scored quizzes, where you may want to issue certificates only to respondents who pass
  • Personality quizzes, where certificates are optional and often not needed

To do this:

  1. Enable certificate download using the toggle.Success message highlighting toggle to enable certificate
  2. Customize the certificate settings (see the next section).
  3. Apply your changes, then save the new version of your survey.

Once enabled, Kartra generates a certificate each time a respondent is directed to a success message with certificates turned on.

Pro tip

Certificates use the respondent’s identification details to populate their name.

Make sure Identification is enabled, and consider requiring both:

  • First name
  • Last name

This helps ensure the certificate displays the correct name, even if the respondent uses a different email address than the one already on file.

Customize certificate content

You can customize the certificate to match your brand and the purpose of your survey or quiz.

Start by selecting one of the three available templates, and choose whether to display the respondent’s score.

Certificate design options

Then configure the certificate text, including:

  • Title
  • Subtitle
  • Introduction
  • Name of survey (for internal reference, not visible on the actual certificate)
  • Description
  • Issuer
  • Company

Certificate details settings

The completion date is included automatically.

Downloading the certificate

Your respondents will be able to either print the certificate or download it as PDF from the printing options screen.

  • Step 1:

Certificate preview highlighting the Print certificate button

  • Step 2:

Certificate printing preview highlighting the option to download as PDF