Survey's & Certificates of Completion

Forum|Forum|1 year ago
March 6, 2025
3 replies
51 views

Hello,

I work in operations at my company and we currently utilize Gainsight. With the survey option, is there a way upon completion of a survey for a certificate of attendance to be generated?

As some background, we conduct regular zoom meetings with customers and we have a survey option created. However, the survey does not present anything tangible showing the client’s attendance to our meeting. Sometimes client leadership asks for these certificates to prove completion.

This certificate would have the meeting name and the name of the attendee.

Best answer by christopher_sanderson

Hey Amelia

I want to preface my thoughts with my assumption that you are using Gainsight surveys after a Zoom meeting, and not Zoom surveys after a Zoom meeting.

I have two thoughts.

You could do this in Gainsight, by creating a Journey Orchestrator program that sends out your own email templated ‘certificate of completion’. Maybe even send it to their leader as well, as a congratulatory message! By targeting the Survey Response objects, you can get the right participant and timing to send this out.

The other option would be to send this same Survey Response Participant data out to an third party site that generates certificates. That will definitely require some API experience, but would be pretty official and cool!

Let me know if this helps!

Christopher

ECCS Group

christopher_sandersonAnswer

Helper ⭐️⭐️

Hey Amelia

I want to preface my thoughts with my assumption that you are using Gainsight surveys after a Zoom meeting, and not Zoom surveys after a Zoom meeting.

I have two thoughts.

You could do this in Gainsight, by creating a Journey Orchestrator program that sends out your own email templated ‘certificate of completion’. Maybe even send it to their leader as well, as a congratulatory message! By targeting the Survey Response objects, you can get the right participant and timing to send this out.

The other option would be to send this same Survey Response Participant data out to an third party site that generates certificates. That will definitely require some API experience, but would be pretty official and cool!

Let me know if this helps!

Christopher

ECCS Group