We set up an email that uses a data tag for the certificate - this allows us to:
1. Upload a list of JUST the attendees who qualified for CE, which is different than the entire list of attendees (they have to be on for 50 minutes and answer 3 poll questions). Only these people receive the end-of-session survey email. Once they complete the survey, it triggers the email with the data tag for the certificate.
2. Re-send that email as needed when people "lose" it, etc.
Hope that helps!
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Lori Wildman
Senior Marketing Manager
DuCharme, McMillen & Associates, Inc.United States
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