Badges

Badges are emblems which represent a particular achievement earned by Members. Badges are some of the most visible elements of gamification as they confer status and recognition to the Member who earns it. Some typical examples of Badges are: Achiever, Top Performer and Leadership Award.

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When should I use Badges?

Badges are commonly used in training contexts, such as corporate and business training; for engaging partners and customers, creating collaborative teams to enable innovation or improving employee performance. It's a great award to use in Challenges and Missions!

Getting Started

To get started with Badges, you'll first need to make a small change in Page Layouts. From Platform, click the Members tab and navigate to Badges. Then, click and select Edit Object.

Once in Badge settings, navigate to Page Layouts. Add the Image field to the Badge page layout and click Save or Quick Save.

Creating a Badge

Creating your first Badge is easy! From Platform, click the Members tab and navigate to Badges.

Click New. Enter the name of your Badge, the Program you'll use it in, and the external URL of the image you'll use for your Badge. Then, click Save.

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Badge Images

Currently, Platform only supports externally-hosted images. For maximum theme compatibility in your loyalty portal, we recommend using images in PNG format that have a transparent background.

Once you've created a Badge, it will become available as an Instant Badge when creating a Rule for a Promotion or when setting up Challenge and Mission Rewarding.

Viewing Badges

To view your Badges, navigate to the Badges pane and click Select List View . You can choose to view Badges by Program or those you've Recently Viewed.

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Member Badges

You can view the Badges that a Member has earned by navigating the detail page of that Member. The Member's Badges will appear on the Badge Members card.

Editing a Badge

To edit a Badge, navigate to the Badges pane and choose a list view. Then, in the row corresponding to the Badge you want to edit, click and choose Edit. Make your edits and click Save.

Badge Statuses

The Status of a Badge updates automatically depending on how it's being used in your Incentives.

• Draft: Badges are in Draft when they are first created and also when they become a reward for an Incentive whose status is Draft, Pending, Completed or Inactive.
• Active: Badges are Active when they become a reward for an active Incentive.
• Inactive: Badges are Inactive when they are no longer a reward for any Incentive or when they belong to an inactive Incentive.

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Badge Status Updates

Badge statuses are updated by Batch Processes which keep track of Incentive statuses. By default, Batch Processes run daily at midnight.