🎬 Prefer to follow a visual guide? Check out our video walkthrough here:
What Are Forms?
Forms let recipients submit their own information through a public link, which you can share directly or as a QR code. Responses are collected natively in Certifier, so you don't need tools like Google Forms, Typeform, or Tally.
Forms work two ways in Certifier:
Standalone → a form collects and stores responses.
Connected to an Automation → every new submission triggers a credential issuance.
That gives you two ways to issue credentials: export responses as a CSV to issue on your own schedule, or connect the form to an Automation to issue them the moment someone submits.
In the next sections, we'll walk through creating a form, sharing it, previewing the recipient experience, and connecting it to credential issuance.
👉 If you'd rather skip ahead, jump straight to:
Common Use Cases
Forms are flexible enough to fit almost any workflow where the recipient is the best source of their own information. A few ways teams put them to use:
Recipient credential requests:
Let learners request their own credentials once they've completed training by submitting their name, email, completion date, and any supporting information you need.
Memberships & application requests:
Collect membership or application forms, or give your community the option to register for a membership badge. Standalone forms work great when the recipient is applying for something rather than reporting on their results.
Event registration:
Use the form as your event registration page, collecting attendee information before the event starts. Once attendance has been confirmed, use the submitted data to issue draft or final credentials — either automatically through an Automation, or manually from the exported responses.
In-field credential issuance:
Share a QR code at conferences, events, or on printed materials. Visitors complete the form on the spot and immediately receive a credential — a great way to issue credentials in the moment, without prior setup on their end.
Attendance-gated requests:
At the end of a webinar, workshop, or conference session, share the QR code for participants who stayed until the end. Only they can request a credential — a strong alternative to manually tracking attendance.
External course completion:
Include the form at the end of an external course or learning experience. Ask learners to submit their completion date and proof of completion, then automatically issue credentials through an Automation.
...And more!
Any time recipients are best placed to submit their own information, a form can be the starting point.
⚠️ Note: As of now, Certifier Forms don't support any conditional logic — you can use them to collect responses to your quizzes, but you'd need to export the results and count the scores manually. Certifier won't score answers or issue credentials based on how someone answered a specific question.
Forms are a powerful way to collect and act on recipients' data –– and we're not stopping here, so stay tuned for more options!
Creating a Form
The process is very simple – you'll just need to:
Go to Assets → Forms.
Press the Create form button in the top right corner.
Choose to start from one of our templates, or start from scratch.
Enter (or adjust) a name (1) and description (2).
Press + Add Content to add the fields you want recipients to complete. Each field can include:
Label
Optional helper text
Field type (👉 Learn more about the field types)
Required or optional setting
💡 Tip: If a field's value is needed to issue the credential — like a recipient's name or email — mark it as required. This prevents incomplete submissions from causing errors when the form is connected to an Automation.
Fields can be reordered using drag and drop.
Once you have added all the fields you want, press Create Form to save and publish it.
And that's it – your Form is now live!
Supported Field Types
Forms currently support the following input types:
Field type | Description |
Short Answer | Collect a single line of text, such as a name, company, or job title. |
Single Choice | Let recipients select one option from a predefined list. |
Dropdown | Present multiple options in a compact dropdown menu, allowing recipients to choose one. |
Date | Collect dates using a calendar picker. |
Collect an email address, validated automatically for the correct format. | |
Link | Collect URLs, such as portfolio links, LinkedIn profiles, or proof of completion. |
Number | Collect numeric values only, such as scores, IDs, or attendance numbers. |
Activating or Deactivating Your Form
Forms have two states: active and inactive.
By default, your form becomes active the moment you create it — its public URL and QR code start accepting new submissions right away.
You can disable this at any time by pressing the Deactivate button: the form stops accepting new responses, but you can still edit it from your workspace. Anyone opening the public URL will see that the form is unavailable.
Then, whenever you're ready, press the Activate button to resume collecting responses.
💡 Tip: You can connect an Automation to a form while it's inactive, then activate it later once you're ready to share the link or QR code.
Sharing Your Form
Once your form is ready, you can share it with recipients so they can start submitting responses.
Every form has its own unique public URL. You can share it by copying the public link (1) or downloading a QR code that points to the same URL (2):
Recipients can access the form from either the link or the QR code.
💡Use it strategically: How and when you share the link or QR code can control who's able to submit.
Share it as your event registration page before the event starts.
Withhold the QR code until the end of a session, so only attendees who stayed can request a credential.
Post it at the end of an external course to collect completions.
See Common Use Cases for more ideas.
Recipient Experience
When a recipient opens your form's link or scans its QR code, they land on a hosted form page — this is what they'll actually see and fill out. You can check how that will look in practice by opening your form's public link or pressing Preview:
If your organization has branding configured in Certifier Branding, the form inherits it automatically, so recipients get a consistent experience across your credentials and your forms. Your form is displayed on a hosted page that can include, depending on your branding settings:
Your organization logo
Brand colors
Custom domain (if configured)
If you haven't configured branding, the form uses Certifier's default appearance instead.
Viewing and Managing Responses
Each form includes a Results page where you can review every submission.
For each response, you'll see:
Submission timestamp (1)
Submitted field values (2)
You can also export all submissions as a CSV file (3) for reporting, filtering, or further analysis. If you'd prefer to issue credentials manually rather than set up an Automation, you can import this CSV file into Issue Credentials flow to issue credentials from the collected data.
Connecting a Form to Automation
You've got your form ready, you know how to manage it, and you've prepared everything you need to collect data.
Now you can plug in Automation to automatically issue credentials!
Step 1. Create Your Automation
Go to Automations → Create Automation.
Select Issue a credential via Certifier when a new form response is received in Certifier Forms template.
Press Use Template.
Step 2. Configure the Trigger
Open the Trigger Configuration
Select Certifier as the app and New form response received as the event, then Continue.
Select the form you just created.
Click Save & Continue. Your trigger is ready. 🎉
Step 3. Configure the Action
Next, you’ll need to configure the action. To do so, open this guide in a new tab: Configuring Certifier Action: Issue Credential
⚠️ Important: The instructions for this step are laid out in a separate guide.
We recommend opening the action setup guide in a new tab so you can easily return to this article afterwards. Once you finish configuring the action, make sure to come back here to finalize and activate your automation.
Once you Save & Activate, every new form submission triggers the automation. Congratulations!
💡Tip: A single form can power multiple automations simultaneously.
Frequently asked questions
Do I need an Automation to use Forms?
No. Forms can be used independently to collect responses. An Automation is only required if you want submissions to trigger credential issuance.
Can I create Forms on my plan? How many?
Certifier Forms are available on all plans with the following limits:
Starter: 1 form
Professional: 3 forms
Advanced: 5 forms
Can I edit a form after publishing it?
Yes. You can edit existing forms. Some changes to fields with existing responses may have limitations.
Can one form issue multiple credentials?
Yes. A single form can trigger multiple automations, allowing one submission to power multiple workflows.
Can I temporarily stop accepting responses?
Yes. Set the form to Inactive to stop new submissions while keeping the form and its existing responses intact. You can reactivate it anytime.
Can recipients access the form without a Certifier account?
Yes. Forms are public and can be opened through a link or QR code.
Need more help?
If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected].