Badges & Statuses

Creating and managing badges and statuses

Overview

Badges and statuses enable the creation of celebratory moments, milestones, or other markers like tiers or benefits within your platform. They can also be used to qualify users for specific features, benefits, or access to certain products.

Use Cases

Use Case	Overview	Examples
	Badges: Markers or Awards that can be customized and awarded as a representation of progress or achievement	User receives ‘OG’ Award for being first 100 on the platform User receives a ‘Perfect Driver’ badge after 100 5-Star ratings
	Status: Milestones that can be customized and awarded based on loyalty or engagement, and unlock benefits within your platform	User receives Gold Status after accumulating 50,000 points User receives Pro Status when they are in the top 10% of users in a given month
	Benefits: Awards that can be used to unlock some form of access or capability within your platform ecosystem	User unlocks ‘Priority Support’ benefit when they achieve Gold Status User unlocks ‘Free Shipping’ when order is over $1,000
	Discounts: Award a reduction in the price of a transaction based on a percentage or fixed amount	A user receives a 10% discount on their purchase A user receives a $10 discount on the next 5 purchases
	Commission Rebates: a way to reduce the take-rate for a given supplier transaction	A supplier who does over $5,000 in volume per month receives a 5% commission rebate
	Gift Cards: a store of value that can be redeemed on a 3rd-party platform	A user receives a $100 Amazon gift card for meeting a goal
	Digital Assets: Awards that represent some asset, including artwork, physical asset or some other right	A user receives a collector’s edition digital brand print

Relationship Between Awards & Segments

While users can be placed into or removed from a segment as a result of executing a rule, segments typically aren't visible to users the way an award or badge would be.

When any segment is created, an associated badge is also created. By default this segment and the associated badge are not visible to a user. You can make a segment visible to a user when creating or editing a segment. The user will see the associated badge when they are part of that segment. Check out Segments for more information.

Expiration Periods

Badges & Statuses can also have optional expiration periods, either rolling, bulk or both.

• Rolling expiration means any award issued expires a defined number of days after issuance. For example, if a user has a star badge with a 30-day rolling expiration window, the badge will expire 30 days after it was received.

• Bulk expiration means an award will expire after a defined number of days of non-activity on the platform. For example, if a user has a star badge with a 30 day bulk expiration period, the badge will expire if a user is inactive for 30 days, irrespective of when the user received it.

• Both types of expiration period can be applied to the same award.

Creating Status or Badge Awards

To create a status or badge award, follow these steps:

1. In the Awards section, click 'New Status or Badge Award' (on the right of the page).

2. This opens the 'Create Status/Badge or Digital Asset' prompt.

3. Input the following details:

Input	Description
Award Type	Choose between status, badge, or digital asset.
Name	This will be the default name used for this award in user-facing communications.
Award Description	A short description that allows for easy identification of this award.
Award Short ID	This unique reference ID for the award
Expiration Inputs	Choose rolling expiration and/or bulk expiration.
User Visibility	Uses who hold the award will be able to see it.
Award Icon	Choose between default, create an icon, generate a unique image, or upload an image. Default: the 'Default' option will assign a default icon to the award. Create an Icon: select a desired icon, and specify the primary and secondary colors for the icon. If you wish to create a gradient effect, use different primary and secondary color inputs. You can also configure the line color for the icon. Generate a Unique Image: generates a random, unique image to be used as the icon for the award. Use your own Image: If you want to use a custom image as the icon for the award, select this option. It will prompt you to enter the URL of the image you wish to use. Ensure that the URL entered is correct and that the image is of appropriate size and quality to avoid pixelation.