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Loyalty: Badges Overview & Setup
Loyalty: Badges Overview & Setup

How to setup and manage badges for your loyalty program.

Crystal McHenry avatar
Written by Crystal McHenry
Updated over a week ago

Badges Overview

Reward loyalty participants with various badges as a gamification element to motivate positive customer behavior and campaign participation. And, based on your preference, they may or may not have a point value attached them*.

There are primarily two types of badges:

  1. Tier Based - Participants can earn different badge levels based on the number of points they've earned since joining the program.
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    Tiered badges respond to a points range and are applied in a series.
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    Within the Portal, the Tier Tracker bar gives the participant visibility to what tier they are and how many points they need to reach the next level.
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  2. Effect of a Rule - If you'd like to issue badges for zero points and/or for other various things like performing a task or triggered off a customer's activity, you can issue a badge as an Effect of a Rule trigger.
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    *Any badges with "0" points value, must be issued as a Rule Effect through the Rule Builder.

Participants can see each badge they've earned at the bottom of the main-menu in their Portal account.

What to prepare for each Badge

Before setting up your Loyalty badges in the platform, you will need to prepare the following details and assets:

  • Determine what badges you would like to issue

    • For Tier Based Badges: What are the tier levels and the points value for each? These should be in a range.

    • For Rule Effect Badges: What events should issue a badge, and is there a points value?

  • A name and description for each badge: This will be visible in the Admin and in the participant Portal.

  • A image/icon for each badge with a file size of 500x500 or higher, max of 10MB or less.

How to setup a Badge

  1. Login to your Ambassador Admin account, and click on "Loyalty" in the main menu.

  2. Within the Loyalty menu, click on "Badges", then "New Badge" and a modal will open.
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  3. Within the modal, fill out the fields and upload the badge image.
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  4. If the badge has a points value, select a color that will be used for the points text on the badge.
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  5. Once you've completed this stage, click "Next".

  6. From the "Preview" screen, you have two options:

    • Save draft: To save the draft without publishing to the Portal

    • Save badge: To save and publish to the Portal
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  7. Once you've published your Badge, you can preview it from the Badges tab.

  8. Repeat the steps above for each badge you'd like to create.
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  9. If the Badge is earned from a Rule Effect, don't forget to create your rule and assign the applicable badge as an "Effect" for that rule.

How to publish a badge from draft status

  1. From Loyalty > Badges > click on the "Drafts" tab

  2. Click the checkbox next to the name of the badge that you want to update.

  3. Click the "Update Badge" button

  4. From the modal that opens, check for any updates needed and click "Next" > then, click "Save badge" on the Preview screen to publish it.

How to update the details or image of an existing badge

  1. From Loyalty > Badges > click on the "Badges or "Drafts" tab

  2. Click the checkbox next to the name of the badge that you want to update.

  3. Click the "Update Badge" button

  4. From the modal that opens, make any updates needed and click "Next" > then, click "Save badge" on the Preview screen to publish it.

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