Overview

This article provides insights into how badges can be used for advanced targeting calculations in user engagement and advocacy campaigns. It includes a step-by-step guide on creating badges for tracking user activities and using them for group inclusions in campaigns.

Information

Discover how badges can enhance your targeting strategies beyond the standard options available. Learn to create and use badges for precise user activity tracking and campaign targeting.

Badges can be targeted based on several metrics not available in the standard “targeting window”.

For example, to create a group that includes individuals who have either responded to or posted a Discussion Topic, standard targeting would not suffice. However, with badges, this is possible. This group can then be used in an exclusion rule to target Advocates who haven't posted in the Discussions area, which is ideal for a re-engagement campaign.

Begin by navigating to the Levels & Badges tab on the Admin Settings page. Add a new badge, customize it, and then proceed to the rules tab. Select the "had an event logged" option.

This ruleset allows tracking of almost any activity an advocate performs in the hub. For our example, select the "posted a topic" event and set the occurrence to 1 time for targeting those who haven't posted at all. Save the badge and create another one.

The second badge will track the "replied to topic" event to monitor discussion replies.

After completing the second badge, create a Group and include both badges as inclusion rules, setting the Group targeting condition to "any."

You now have a group that will automatically include every Advocate who creates or responds to a Discussion topic.

FAQ

What are badges used for in targeting?

Badges are used to track and target user activities that are not available in the standard targeting options. They can be customized to monitor specific events and included in campaign targeting strategies.

How do I create a badge for tracking user activities?

To create a badge, go to the Levels & Badges tab in the Admin Settings, add a new badge, customize it, and define the rules for the activities you want to track, such as posting or replying to a topic.

How can badges be used in re-engagement campaigns?

Badges can be used to create groups of users based on their activities. These groups can then be targeted or excluded in re-engagement campaigns to reach Advocates who have not engaged in specific areas, like Discussions.