As a Community Manager...
I want to
build segments that include users who have not yet earned a specific badge…
In order to
deliver personalized experiences and journeys via
- Widget personalization features
- Email campaigns
so that I can
proactively guide them to the next the next step in their journey.
Blocker
Current state
The “[badge] Is not one of” filter only considers users who already have at least one badge; users with no badges at all aren’t included in the results.
Engineering classifies this as a missing functionality rather than a bug, though I’ve flagged it with them as an unintuitive setup that could benefit from improvement.
Behind my feedback that this setup is counter intuitive (I would assume that filter captures those without any badges), it’s a significant blocker on the ability to use the new widget personalization features and impediment to gamification journeys. Milestones and check points are often represented by a badge; we need a way to filter by those without the badge(s) in User Overview and save a a segment.
Additional use case: Analytics and Segmentation
I want to
build segments that include users who have not yet earned a specific badge…
In order to
understand the journey stages of users in my community.
Yes, we can do the opposite [badge] is one of, but again that can be counter intuitive and requires calculation each time you want to answer the question of how many users do not yet have [badge(s)].
For example, our learning journey follows this path
- Intro course → Novice Badge
- Level 1 program → Level 1 badge
- Role-based programs and certifications → role-based badges and certifications
In designing experiences to guide users through all 3 phases of the path, and when reporting and briefing stakeholders, the focus is often on work to be done.
Common questions I want to answer / metrics I want to provide:
- % of users do not have Novice badge or higher (
blocked
) - % of users who have novice badge only (
blocked
- cannot combine badge-based filters … which I guess is another idea) - % of users who do not have a role-based badge (
blocked
-- this would miss users without any badges) - % of users who have a specific role-based badge (possible)
Possible work arounds:
- Assign every user at least one entry level badge (silly, defeats the point of badges for differentiation)
- Also assign custom user roles for these badges (redundant and duplicative effort)