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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

    Wolfgang Hammer
    Helper ⭐️
    September 6, 2023

    I got another question:

    If I made a new automatic badge, i.e. for posting 5 replies in a specific category. Will this badge only be awarded for the future or also for those, who already have 5 replies in that category at the time?