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Julian
Julian
Gainsight Employee ⭐️⭐️⭐️
November 18, 2019
Tutorial

Setting up, rewarding and revoking manual badges

  • November 18, 2019
  • 21 replies
  • 1124 views

​In this tutorial you can learn more about manual badges. Different to automatic badges, these badges cannot be earned automatically by creating content on your community - this type of badge can only be awarded manually via the Control Environment or by using our API.

Setting up manual badges

Within the badge menu, you can decide if a badge can only be received manually or automatically (following the rules you have set up):

Note: If you set up an Automatic badge, you can still hand this badge out manually as well. And if you decide you want to switch an Automatic badge to a Manual badge, that’s also possible!

How to manually award a badge to a user

There are actually three different ways to award badges to users:

1. Assigning a Badge to an individual user

You have the option to assign a badge via the user profile page within the Control Environment:


Simply select the badge from the drop-down list. You will receive a message that this was successful and the badge directly will be visible in the profile.

2. Assigning a badge to a group of users

If you want to award a badge to a group of users at the same time, then you can use the “Award Badge”-feature, located at the top-right of the badge overview page (you can use this method to award a badge up to 50 users at one time):

An interface will load where you can add usernames (comma-separated):

Note: If a username does not exist, you will see an error message. It’s also possible to copy/paste a comma-separated list into the ‘To’ field. You can use online tools to convert columns containing user names from a spreadsheet into a comma-separated list - just search for ‘Convert Column to Comma Separated List”.

3. Assigning a badge via API

You can also award a badge via our API, e.g. if a user completes a course in your learning environment, or completes a certain amount of actions in your product. For this kind of implementation, we recommend that you take a look at our API documentation.

Can I also manually remove a Badge from a user?

To revoke a badge, simply click on “Revoke Badge” on a user’s profile page:

 

      21 replies

      C
      Chris_L.
      Contributor ⭐️
      May 27, 2020

      Is there anyway to add manual badges in mass?

        Julian
        JulianAuthor
        Gainsight Employee ⭐️⭐️⭐️
        May 27, 2020

        Hi Chris,

        yes, this is possible.

        If you want to give it up to 50 users at at time, I recommend doing it via the Badge settings page as described above.

         

        If you want to add a Badge manually to many more users (e.g. 500 per month) then you can do this via our api. Of course this would require some developer work on your side.

         

        If the latter is not really an option to you, let us know more about your specific use case. Then we can see if there are other ways to help you with this.

        I follow my nose, it always knows
        Kgastaldo
        Kgastaldo
        Helper ⭐️⭐️⭐️
        October 13, 2020

        Can we have the manual badge trigger a private message? I don’t see that in the setup …

         

        *Update - I see the private message option now. No idea where it was a minute ago! 

         

          Marina Perminova
          Marina Perminova
          Helper ⭐️
          February 9, 2021

          @Kgastaldo 

          Where have you found the private message option for manual badges?

          I don’t seem to find it :see_no_evil:

           

            Julian
            JulianAuthor
            Gainsight Employee ⭐️⭐️⭐️
            February 9, 2021

            That is a good question! Unfortunately, this is not very straightforward, due to the fact that we added awarding Badges manually later…

            You basically have to save the Badge as an automated Badge, together with the private message you want to send. Once you have set it up, switch it back to a manual Badge. Once you award the Badge to a user, this user will also receive the private message. I just tested it again to be sure.

             

            I follow my nose, it always knows
            Kgastaldo
            Kgastaldo
            Helper ⭐️⭐️⭐️
            February 9, 2021

            Julian nailed it. That’s exactly what I do!

              Marina Perminova
              Marina Perminova
              Helper ⭐️
              February 9, 2021

              Oh wow.

              Thank you :slight_smile:

                Marina Perminova
                Marina Perminova
                Helper ⭐️
                February 15, 2021

                Hey @Julian,

                One more question before I ask the developers to assign a bunch of badges via API. 

                I have a list of emails to assign the badge (most likely not all of them are registered in the community). How do I (quickly) get their user ID? And also their community username :thinking:
                Is there an automatic way, rather than manually search the email and get the username?

                Shane1
                Shane1
                Helper ⭐️⭐️⭐️
                February 17, 2021

                @Marina Perminova your dev team should be able to get you the list of users based on the list of email addresses you provide them. They would need to use this API call to get the list of user IDs based on their email addresses: https://api2-us-west-2.insided.com/docs/user/#operation/findBy and its the userID which you need for assigning the badge with this API call: https://api2-us-west-2.insided.com/docs/user/#operation/awardBadge

                  nate2
                  nate2
                  Contributor ⭐️⭐️⭐️
                  April 11, 2021

                  Is the user has a n option to hide the badges by himself? 

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