Creating and Managing Members Badges on Raftr

Introduction

The Badges feature in Raftr introduces gamification by allowing admins to create, assign, and manage Badges. These Badges are awarded based on user activity and can also be exported to LinkedIn, enhancing user profiles and engagement.

Prerequisites

• Admin Portal Access: You need appropriate permissions to create, manage, or assign Badges.

Member Interaction with Badges

Viewing Badges on Profiles

• Users can see their Badges under Profile > Badges Section.

• This section shows earned Badges and progress towards ongoing ones.

Isolated Badges View

• Click on the badge area to open the Isolated Badges View.

• Toggle between Earned and Available Badges to see the ones that you have earned and the ones that you can earn.

Sharing Badges

• Earned Badges can be toggled to be shown on profile using the toggle on the right (prerequisite: Badge must be created with the Visible on Profile option turned on)

• Earned Badges can be exported to LinkedIn as certificates (prerequisite: Badge must be created with the Allow LinkedIn Export option turned on).

  • If available, navigate to the badge, click the Share Icon, and select Export to LinkedIn.

Notifications for Badge Progress

• Users receive notifications when:

  • They earn a new badge.

  • They make progress towards earning a badge.

Creating Badges

Admins have three ways to create Badges:

1. Using Badge Templates for automated badge assignment.

2. Creating Manual Badges for custom assignments.

3. Building a badge from scratch with custom rules.

1. Creating a Badge Using Templates

1. Access Badge Creation:

   • Go to Admin Portal > Content > Badges, then click Create New Badge.

2. Select a Template:

   • Choose a pre-built template under Badge Templates. For example:

     • "Task Master" for users completing tasks.

     • "Decision maker" for users voting on polls.

3. Customize Preset Rules:

   • Modify name and icon (e.g., “Task Master Pro Max”).

   • Ensure the name does not exist yet (Badges can’t have repeated names).

4. Customize Preset Rules:

   • Modify occurrence thresholds or badge actions (e.g., check-in to an event 10x).

5. Set Badge Options:

   • Set the badge options:

     • Visible on profile (Badges will always be visible on the user’s own profile. Disabling this option, will prevent users from sharing this Badge with other users, but they will see them on their own profile).

     • Show Badge progress on profile.

     • Send notifications of Badge progress.

     • Allow LinkedIn export.

6. Select Audience:

   • Under Audience, select which users will earn this badge

     • Tags: Enable users tagged with specific attributes to earn the Badge.

     • Rafts: Enable members of specific Rafts to earn the Badge.

     • Entire Community: Enable all members of the community to earn the Badge.

7. Confirm Badge Creation:

   • Preview the badge, confirm details, and click Create.

2. Creating a Manually Assigned Badge

1. Access Badge Creation:

   • Navigate to Admin Portal > Content > Badges, then click Create a Badge.

2. Select Create Custom Badge

3. Create Badge Details

   • Pick a name and an image for the newly created badge.

4. Select Manual Assignment:

   • Under Action, choose No Action (Manual Badge).

5. Set Badge Options:

   • Set the badge options:

     • Visible on profile (Badges will always be visible on the user’s own profile. Disabling this option, will prevent users from sharing this badge with other users, but they will see them on their own profile).

     • Show Badge progress on profile.

     • Send notifications of Badge progress.

     • Allow LinkedIn export.

6. Select Audience:

   • Under Audience, you can choose Manually Assign Users.

   • Assign by:

     • Tags: Assign Badge to all users tagged with specific attributes.

     • Rafts: Assign Badges to all members of specific Rafts.

     • Entire Community: Assign a badge to all members of the community.

     • Individual Selection (EXCLUSIVE TO MANUAL BADGES): Assign Badges directly to specific users.

7. Confirm Badge Creation:

   • Preview the badge, confirm details, and click Create.

3. Custom Badge Creation

For Badges created with unique rules:

1. Follow the steps to Access Badge Creation and define:

   • Badge Name and Icon.

   • Actions (e.g., post creation, event check-in).

   • Occurrences (e.g., 10x interactions).

2. Set Badge options.

3. Enable for an audience by Rafts, Tags, or the entire community.

4. Confirm in the Preview & Confirm screen.

Managing Badges

Viewing and Sorting Badges

• View Badges under Admin Portal > Content > Badges.

• Sort Badges by Name (A-Z) or User Count.

Duplicating and Deleting Badges

• Badges cannot be edited after creation. You can delete them using the Delete option in the 3-dot menu.

• Deleting a badge removes it from all user profiles. A confirmation prompt will appear.

• You can Duplicate a Badge, creating a new one with all the same details pre-filled.

Best Practices

• Use Badge Templates for common activities to save time.

• Carefully preview Badges before finalizing, since they cannot be updated once they are published.

• Encourage users to display their Badges publicly for community engagement.

• Provide regular updates on new badge opportunities.

Troubleshooting

• Badge Not Visible: Ensure the user has enabled visibility for the badge under their profile settings.

• LinkedIn Sharing Issues: Verify Badge has been created setting Allow LinkedIn Export to active.

For additional help, contact our Support Team.

Related Articles

• Managing Member Profiles

• Creating Events in Raftr