Introduction
What is a Badge?
In a loyalty program, a badge is a digital recognition awarded to members for completing specific actions, reaching milestones, or demonstrating engagement with the program. Badges serve as incentives to encourage participation, reward loyalty, and enhance the member experience. Badges may also unlock exclusive rewards, perks, or status within the program.
Badge Group, Badge, and Availability
Badge Group
A Badge Group is a collection of badges that share similar characteristics or serve a common purpose within the loyalty program. It helps in categorizing badges for easy management and organization.
- Badge Group ID – A unique identifier assigned to the badge group. You can select an existing Badge Group ID from the dropdown list.
Example: Welcome Group (WLCGRP)
- Badge Group Name – The name assigned to a group of related badges within the loyalty program. It helps categorize badges based on themes, achievements, or membership levels.
Example: Welcome Group (WLCGRP)
- Badge Group Description – A brief explanation of the purpose or criteria for earning badges within the badge group. It provides context for members about the type of achievements the group represents.
Example: A set of badges awarded to new members for completing their first activities in the loyalty program.
General Configuration
- Defines key settings for the badge, such as its purpose and classification.
Each badge is a distinct recognition element that members can earn based on their interactions or achievements in the loyalty program.
- Badge ID* – A mandatory, alphanumeric unique identifier for the badge. Spaces are not allowed.
Example: WLC2024, TOPSHOPPER
- Badge Name* – A mandatory field where you specify the unique name for a badge.
Example: "Welcome Badge," "Top Spender"
- Display Name – The name of the badge as it appears to members in the loyalty program interface.
Example: "Welcome Reward," "Elite Shopper"
Badge Status and Limited Availability
Badge Status – Live
- A Live badge status means the badge is available for members to earn. Administrators can choose to publish a badge right away without scheduling a future date.
- If the Limited Availability flag is off, the badge remains evergreen, meaning it will always be available for members.
- If the Limited Availability flag is on, the badge can only be earned within a specific time frame:
Start Date – When the badge becomes available to earn.
End Date – When the badge is no longer earnable.
Badge Status – Scheduled
A Scheduled badge is set to become Live on a future date. This is useful for time-sensitive campaigns where a badge should be available only after a certain point.
- If Limited Availability is enabled, the badge will only be available during the defined period.
- On the Start Date, the badge automatically transitions from Scheduled to Live without requiring manual intervention.
Badge Status – Draft
A Draft badge is still in the setup phase and is not yet available for members to earn.
- It is useful when administrators are still configuring the badge and are not ready to publish it.
- A Draft badge will never be published automatically; it must be manually updated to Live or Scheduled by the administrator.
Badge Status – Archived
An Archived badge is no longer available for members to earn, but it remains in the system for reference.
- If a Live badge has Limited Availability, it will automatically move to Archived status once the End Date is reached.
- Members who earned the badge before it was archived will still retain it.
- Administrators cannot reactivate an Archived badge but can create a new version if needed.
Limited Availability
Defines whether a badge is available for a restricted amount of time, working in conjunction with the Badge Status to determine when and how members can earn it.
Availability Period – Specifies the time frame within which the badge can be earned, based on the badge’s status:
- Start Date – The date when the badge transitions to Live status, making it available to members.
- End Date – When the badge is no longer earnable.
Badge Images and Attributes
Badge Images
Badge images visually represent the different states a badge goes through in the loyalty program, helping members easily understand their progress. Administrators can associate up to five images per state, each with attributes like height, width, background color, and image type.
Badge Image States:
- Unavailable State Images – Displayed when the badge is not yet available for earning. This may happen due to limited availability constraints or if the badge is part of a journey where prerequisite actions have not been completed.
- Available State Images – Shown when the badge is active and can be earned. This typically occurs when the badge's availability period is valid, allowing members to work toward achieving it.
- In Progress State Images – Used when a member has started working toward earning the badge but has not yet met all the requirements. For example, if the badge is tied to a journey, this image reflects progress toward completion.
- Awarded State Images – The final image displayed when the badge has been successfully earned by the member. It serves as a visual recognition of achievement.
Each image state is customizable, and administrators can upload image URLs along with associated attributes to enhance the user experience.
Badge Attributes
Badge attributes define key properties of a badge, allowing administrators to capture additional information beyond the standard attributes. These attributes provide flexibility in configuring badges according to specific program needs.
Badge Attributes Overview:
- Badge attributes can be created to store extra details related to a badge.
- Once an attribute is created, it is available across all past, present, and future badges in the system.
- Administrators can assign values to these attributes for better organization and tracking.
Managing Badge Attributes:
- Badge attributes can be created and managed from the Additional Loyalty Settings section under Badge Attributes.
- Any new attribute added in the Badge Configuration section will also appear in the Badge Attributes section, ensuring seamless access.
- The Add New Attribute option allows administrators to define a custom attribute by specifying an Attribute Name and an Attribute Value.
Example:
If an administrator wants to specify a badge’s color, they can create a badge attribute with:
- Attribute Name: Color
- Attribute Value: Red
Badge Limit, Member Requalification, and Expiry
Badge Limit
Badge limits define restrictions on how many times a badge can be awarded, either to an individual member or within the entire loyalty program. This ensures that badges are distributed in a controlled manner based on program rules.
Apply Limit?
- Determines whether a limit should be applied to the number of times a badge can be earned.
- If no limit is applied, the badge can be awarded an unlimited number of times across all members. However, each member will only receive the badge once by default.
- If a limit is applied, administrators can set a cap on:
The total number of times a badge can be assigned across all members.
The number of times an individual member can earn the badge.
Badge Limit Count
Specifies the maximum number of times a badge can be awarded.
- Per Day – The badge can be earned a limited number of times in a single day.
- Per Month – The badge can be earned a limited number of times in a month.
- Per Year – The badge can be earned a limited number of times in a year.
- Total Count – Represents the overall limit on how many times the badge can be issued across all members (if applicable).
Member Requalification and Expiration
Some badges may allow members to requalify, meaning they can earn the badge multiple times after meeting the qualification criteria again.
- Allow Members to Requalify?
Specifies whether members can earn the badge again after qualifying multiple times.
If enabled, requalification limits can be set to control how often a member can re-earn the badge.
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Member Requalification Limit
Defines how many times a member can requalify for the badge: - No Limit – Members can requalify indefinitely.
- Lifetime – Members can requalify once or multiple times in their lifetime.
- Per Day – Members can requalify once or multiple times in a single day.
- Per Month – Members can requalify once or multiple times in a month.
- Per Year – Members can requalify once or multiple times in a year.
Expire Badge?
Badge expiration settings determine whether a badge remains permanent or expires after a specific period. This ensures badges align with time-sensitive promotions, seasonal campaigns, or long-term membership benefits.
Expiration Options
- No Expiration – The badge remains valid indefinitely once earned.
- Rolling Expiration – The badge expires after a set duration from when it was earned.
- Example: A badge expires 90 days after earning.
- Calendar Expiration – The badge expires based on a predefined time frame:
- Weekly Expiration – The badge expires after a set number of weeks (Monday-Saturday).
- Monthly Expiration – The badge expires in a specific month (1-12).
- Yearly Expiration – The badge expires after a set number of years (up to 10 years).
These expiration settings provide flexibility, ensuring that badges are active for the desired period while allowing structured time-based expirations.
Search Options
The badge search functionality enables users to efficiently locate specific badges within the loyalty program. By leveraging various filters, users can refine their search based on badge attributes, status, and creation date.
Search by Badge Attributes
- Badge Name – Enter the badge name to find matching results.
- Badge ID – Search using the unique alphanumeric identifier assigned to each badge.
- Badge Group Name – Locate badges based on the group they belong to.
- Badge Group ID – Search by the unique identifier assigned to a badge group.
Filter by Badge Status
Users can refine their search by selecting a specific badge status:
- Draft – Badges that are saved but not yet published.
- Scheduled – Badges set to go live at a future date.
- Live – Badges currently active and available for members.
- Archived – Badges that are no longer active but stored for record-keeping.
Filter by Creation Date
- Badge Created Within – Select a predefined time frame (e.g., Last 7 Days, Last 30 Days).
- Custom Date Range – Define a specific start and end date using the OR - TO option for precise filtering.
By combining these search and filter options, users can quickly identify relevant badges based on their specific criteria.
Exporting Badges
Badges can be exported using the Export option, allowing users to download badge data in a preferred file format for further analysis or record-keeping.
Choose an Export Format:
- Excel (.xlsx) – Exports badge data into a structured Excel file, suitable for detailed analysis and reporting. Sample format for excel file: Loyalty Admin _ Badges Listing.xlsx
- CSV (.csv) – Exports badge data into a comma-separated values (CSV) file, ideal for integration with other systems or bulk processing. Sample format for a CSV file: Loyalty_Admin_-_Badges_List.csv