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Automatically generate certificates from quizzes or exams

Wouldn’t it be great if you could automate sending certificates on completion of an exam or quiz? Now you can by integrating your Typeform and WebMerge accounts via Zapier!

I’ll walk you through how to do it using the example typeform below: an English placement test. Try the form for yourself, and make sure you add your real email address to see how it works, and receive your certificate!

Configure your typeform

Here’s the structure of the above typeform (note that the Question groups are collapsed):

Automatically generate certificates from Typeform quizzes or exams 01

Make sure to add Calculator to your test questions to keep score of correct answers. We set the Calculator so it adds +1 to the Score variable when the correct answer is chosen (it does nothing if an incorrect answer is chosen).

Automatically generate certificates from Typeform quizzes or exams 02

Now, define the score ranges. We defined the ranges to match the following English levels:

English Level [score]
A1 [0-3]
A2 [4-7]
B1 [8-11]
B2 [12-15]
C1 [16-19]
C2 [20- ]

Create the certificate

The next step is to create the certificate that will be automatically sent to the respondent.

You’ll first need a WebMerge account, then you’ll need to create a document.

Watch this video tutorial to learn how to create and configure a new document in WebMerge:

We opted for a PDF file as it’s a certificate and we don’t want it to be editable!

These are the merge tags we used in the document (which will be populated with information sent via Zapier) under the Document Builder tab: Automatically generate certificates from Typeform quizzes or exams 03

Under the Deliver tab, we chose the email address the message will be sent from, and the email’s subject line and content: Automatically generate certificates from Typeform quizzes or exams 04

Integrate and merge your data

Now that you have your document finalized, the last step is to set up the integration that will send data from the typeform to WebMerge.

We used Zapier for that. To learn more about how Zapier works in general, please read this Help Center article.

This is how you can ensure that everyone will get a certificate based on their English level:

  1. Go to your Zapier account and click on the button MAKE A ZAP! Make a Zap!
  2. Choose Typeform as a trigger app: Choose Typeform as a trigger app [Automatically generate certificates from Typeform quizzes or exams]
  3. Select Typeform Trigger: New Entry. Click on Save + Continue Select Typeform Trigger [Automatically generate certificates from Typeform quizzes or exams]
  4. Select your Typeform account from the list of accounts.
  5. Choose the typeform you wish to use from your Typeform account: Set Up Typeform Entry [Automatically generate certificates from Typeform quizzes or exams]
  6. Test the typeform, and if the test is successful, click on the Continue button. Test Typeform [Automatically generate certificates from Typeform quizzes or exams]
  7. Choose WebMerge as an Action App: Choose an Action App [Automatically generate certificates from Typeform quizzes or exams]
  8. Select “Create Document Merge” and click on Save + Continue Select WebMerge Action [Automatically generate certificates from Typeform quizzes or exams]
  9. Select your WebMerge account from the list of accounts.
  10. Select a document from the list of documents: Set up WebMerge Document Merge [Automatically generate certificates from Typeform quizzes or exams]
  11. All the Merge tags in your WebMerge document will be displayed. Here is where you can make magic: match fields from your typeform to each WebMerge field. This is how I matched them for my English placement test: Set up WebMerge Document Merge - Fields Populated [Automatically generate certificates from Typeform quizzes or exams] I matched the typeform fields to the WebMerge fields, and manually typed in the level: A1. This will ensure that the fields in my WebMerge document will be auto-populated.
    When done, click on Continue.
  12. Create a test by clicking on Create + Continue
  13. Now click on the + icon between the TRIGGER (New Entry) and the ACTION (Create Document Merge): Click on plus icon [Automatically generate certificates from Typeform quizzes or exams]
  14. And select FilterSelect filter [Automatically generate certificates from Typeform quizzes or exams]
  15. You’ll see the following in the right-hand panel, click Save + ContinueConditional Notifications - Zap1 - Only continue if...
  16. A panel will be revealed where you can configure your filter. Remember the score ranges for each English level? I configured the fields to match the score range of the English level A1:
    Score (Number) Less than 4 (= range of 0 to 3): Configure to Level A1 [Automatically generate certificates from Typeform quizzes or exams]
    Click on Continue
  17. You can test your filter and finally, create your Zap!

Now, I have a Zap set up for English level A1. I need to set up further Zaps for the remaining levels. Here’s how you can do that:

  1. Go to your Zapier Dashboard and copy the Zap as many times as many outcomes of the exam are possible. This is necessary to create different content depending on the results. I have 6 versions, covering levels A1, A2, B1, B2, C1 and C2: Zaps [Automatically generate certificates from Typeform quizzes or exams]
  2. Edit each of the Zaps:
    1. I manually changed the English level in the WebMerge field (Step 11) to reflect one of the levels: A1, A2, B1, B2, C1 and C2
    2. I adjusted the filter accordingly (as explained under Step 16) and set the following filters:
      1. A2 [4-7]: Configure to Level A2 [Automatically generate certificates from Typeform quizzes or exams]
      2. B1 [8-11]: Configure to Level B1 [Automatically generate certificates from Typeform quizzes or exams]etc.

Once everything is set up, share your typeform, sit back and relax! No need to manually create and email certificates any more 🙂

For more on creating quizzes, read our guide.

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This v2 feature is in the oven...

...but it’s not quite baked yet. If you want to read about how this feature works in v1 use the tabs above to switch articles. Learn more about v2