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Your Influitive hub comes with a default configuration of levels and badges. Customizing these badges is a great way to add an element of fun and personalization to your hub, especially if you're looking to build out a hub-wide theme. Customized levels can increase the competitiveness of your hub by motivating advocates to achieve a higher level. The purpose of this article is to provide a thorough understanding of how badges work and how you can use them to increase the overall awesomeness of your hub. To learn more about levels, check out this article on How to Configure Levels.
Let's start by exploring how advocates experience levels and badges.
There are two ways for Advocates to view their badges and levels status:
- Through the Challenges Tab > Progress Tab > Under the Wish List widget
- Through the Advocate's Profile Page. Click on your user name on the top right corner of the Hub and you will be directed to the full profile page.
In the Achievement area, they will see their current level as well as how many badges they need to advance to the next level. Advocates can also see the badges they can work toward in order to get to the next level.
If an advocate hovers on an earned badge, they will see the name and description of that badge. Clicking on a faded badge will reveal the badge name, description, and the remaining actions required to earn that badge. If you do not write in description when you create the badge, only the name will appear.
From here, clicking on See Earned Badges will bring the advocate to a page that lists the badges they have earned. Clicking on Level up by unlocking # more badges will bring up the window below.
In this window, an advocate can see which level they are on, what badges they have earned (brightly coloured), and badges they can work toward (faded colour).
Creating a Badge
First, head over to the drop-down menu under the Gear icon and select Settings. In settings, select Scoring & Achievements and then Levels & Badges from the left hand menu.
On this screen you will see 5 different boxes - 1 for each of the 4 levels, and 1 for badges that have no assigned level. You'll learn more about levels in the " How to Configure Levels" article. For now, just know that you can customize the name of each level. Also, Level 1 is the default entry-level where every new advocate will be when they first joined and thus does not allow badges.
There are three different things you can do with badges on this page:
1. Delete a badge
Hover over a badge for the option to edit or delete that badge.
As a best practice, we do not recommend deleting badges. Deleting a badge from a hub will delete the badge from users who have already earned it/on their way to earning it and thus can create a poor user experience.
2. Assign badges to levels
Drag and drop badges to move them from one level box to another.
3. Add a badge and configure its rules for fulfilment.
You can add a badge by clicking Add Badge in the right corner. This will create a new badge, and you'll be able to upload your own badge icon (See Customizing Badge Icons).
To create a new badge, you start by configuring its appearance (1 . Appearance Tab). This includes the badge name, description, and image. The badge name and description will both appear to the advocate when they click or hover on the badge. Try to write a description that explains how the badge works or what it is for.
Next, head over to the 2. Rules tab, here you must configure the rules governing how and why the badge is awarded.
You can choose to give out badges for several reasons. Examples of how you could use each rule feature include:
- Completed a specific challenge: Some admins use this rule to award topical or holiday themed badges to advocates who complete fun challenges. Examples include a "Happy 4th of July" badge for advocates who complete a 4th of July challenge. If you create a unique challenge for a small amount of advocates, this type of badge would be a great way to recognize their participation in an exclusive challenge.
- Completing a certain challenge "type" a specific number of times: This rule allows you to recognize an advocate who completes many of the same type of challenge. For example, if an advocate completes many reference or case study challenges, award them a badge to recognize that particular expertise.
- Logged a certain type of event a specific number of times: Some examples of logging an event include advancing a level, clicking a link, completing a challenge, earning a badge, etc. The intent of this badge is to award advocates when they complete many of a certain type of action. If you want to reward advocates who are very active, you could create a badge for advocates who logged a lot of completed challenges event.
- Reached a lifetime points target: You can use this rule to reward advocates for reaching a certain point level. If you want to make your hub levels contingent upon points, use this rule to create points-based badges. This is the only rule that will work retroactively. Any users who reached the points target will get the badge rewarded.
- Manual awarding: Use this to create a rare and coveted badge that you will manually award to special individuals. For example, if you want to recognize an advocate who has provided a great referral, you can award them a unique badge. Consider doing this to thank certain advocates for great personal interactions or just being awesome in some way - make it fun!
To manually reward an advocate, go to their profile page and click on the gear box to the right of their profile information. From the drop down menu that appears, select "Award a Badge". Then select a badge from the list of available badges - regardless of level category.
In order to award badges even more specifically, you can make a badge available only to specific groups. Do so by selecting the check box highlighted below. This allows you to create badges that are customized to each of your advocate segments.
- The badges will be awarded to users who fulfilled the badge rules after the badge is created. If the users have fulfilled the rules before the badge is created, the system will not award this to them as the badge rules do not work retroactively.
- Only points-based badges will work retroactively. After it's created, it will be awarded to the users after they've logged in and completed an activity in the Hub to trigger the system badge recalculation
- If you move an earned badge from a level (e.g. Level 2) to another level (e.g. Level 1), the users on Level 2 will still stay on that level and keep the badge. The system does not degrade the user's level once they're in it because it will lead to poor user experience if it did.
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