Understanding Badges

Here's what this article will cover:

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.

Badges in Influitive

Let's start by exploring how advocates experience levels and badges.

Advocates can find badges below the Leaderboard - near the bottom of the left sidebar.

In this 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 five badges they can work toward in order to get to the next level. 

If an advocate clicks 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 (below right). If you do not write in a 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 which 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

To create a badge, select the admin name in the top right corner of the window, then select "Settings". From there, select "Scoring & Achievements"and then "Levels and Badges". 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, and that level 1 is the default entry level, and thus does not allow badges. 

There are three different things you can do with badges on this page:

1. 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. Drag and drop badges to move them from one box to another.

3. Add a badge and configure its rules for fulfilment. 

To create a new badge, you start by configuring its appearance. This includes the badge name, description, and image. You can create custom badges by uploading your own image (see this article). The badge name and description will both appear to the advocate when they click on the badge. Try to write a description that explains how the badge works or what it is for.

Next,  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:

1. 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. 

2. 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.

3. 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. You could also select "Any Type" of event. 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 high number of "Any Type" of event. 

4. 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. 

5. 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. 

If you have questions about any of this, please feel free to get in touch with us at support@influitive.com

PS:  Check out these badges for inspiration!!

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