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Generating and Emailing Certificates To Learners Using Storyline

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Generating and Emailing Certificates To Learners Using Storyline

One of our clients approached us with an interesting and difficult requirement, and in this blog, I am going to explain about the requirement and the solution we offered.


Our client, a leading provider of logistics, transportation and warehousing services, trains its employees through the online courses which are hosted on its intranet/ portal, and it doesn’t use a Learning Management System (LMS). Also, it doesn’t track its learners who complete courses successfully.

The client wanted to develop an e-learning course on safety, for all the employees of the company who are geographically dispersed. Some of the employees work on the field. So, it wants its employees to take the course whenever and wherever they want, on the device of their choice. And, it wanted to track the completion of the course regardless of the time, place, and device. The client also wanted to email a certificate to each of its learners, containing his name and designation, on passing the final quiz of the course.


1. Firstly, we need to finalize the tool which:

  1. Can be used to publish to a format which is compatible with multiple devices
  2. Can be customized easily
  3. Is flexible for coding

All the above mentioned features are available in Articulate Storyline. So, we selected this tool to develop the course.

2. The client wanted a ‘completion certificate’ which contains the learner’s name and designation to be emailed to the latter. In order to get that information, we created an intro page for the course in which the learner needs to enter his first name, last name, designation and email ID. We restricted the page such that the learner cannot proceed to the next slide unless he enters information in all the fields.

Firstname lastname designation email id

3. Now, we had all the information of the learner. Using this information and JavaScript and PHP, we generated the certificate with the name and designation printed on it and mailed it to the learner as an attachment.

Certificate with name and designation

Certificate message


4. Finally, we met the requirement — the courses could be viewed on any device and the certificate was emailed to the learner. To meet the other requirement of the client, i.e. track the learners who have completed the course successfully, we arranged to send a carbon copy of the email to the trainer, through coding, so that he can know how many learners have completed the course successfully.

This is how we met the client’s requirement. Hope you find this post interesting. Do share your views.

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