AutoBadges in Navigatr are a premium automation feature that allow community admins to automatically issue badges to users based on the tags on their profile. This feature is available only at the community level and operates independently of activities and pathways, but it depends on existing badges. AutoBadges can save time and ensure consistent recognition for your community members.
If you don’t see the Automation > AutoBadges option in your community admin dashboard, contact Navigatr Support at [email protected] to enable this feature.
How to create an AutoBadge
Follow these steps to set up a new AutoBadge for your community:
1. Access the AutoBadges section
Log in to your community admin account.
Navigate to Automation > AutoBadges in the admin dashboard.
Or start from the badge itself: open a published badge, click Issue and select Set up AutoBadge. Navigatr takes you to your community’s AutoBadges page and opens the setup dialog with that badge, and the provider issuing it, already filled in, so you can skip straight to the tag rules in step 3.
2. Create a new AutoBadge
Click the + NEW button to start creating an AutoBadge.
3. Define the AutoBadge details
Name: Enter a descriptive name for your AutoBadge.
Badge: Select the badge that will be issued automatically. The badge must already exist and be published, and it must be an individual badge created in Navigatr. Organisation badges cannot be used, and neither can badges imported from Credly or Open University. These checks run whenever you save the AutoBadge and on every processing run, so a badge that later changes to an organisation badge stops issuing.
Issued by: The provider the badge is issued on behalf of. Every badge this AutoBadge issues is attributed to this provider.
If only one provider in your community can issue the chosen badge, Navigatr fills this in and locks it.
If more than one can, a Select Badge Issuer list opens as soon as you choose the badge. Pick the provider you want credited.
If no provider in your community can issue the badge, Navigatr tells you the badge cannot be used and clears your badge choice. Choose a different badge, or ask the badge’s owner to share it with one of your providers.
If you started from the badge itself (Issue then Set up AutoBadge), the badge and its provider are already filled in for you.
You cannot preview or save until a provider is set.
Tag rules: Specify the tags and the count required for each tag. Rules match against any tag on a user’s profile by name, across all tag types (Specialised Skill, Common Skill, Certification, Software, Outcome, Learning Style, Interest, and Other). For example, a user might need "Public Speaking" (2 instances) and "Leadership" (1 instance).
Allow declared: By default, only tags earned through issued badges (Verified) count toward an AutoBadge. Turning this on also counts tags users have added to their own profile (Declared).
Use the Preview section to check how many community members currently meet the criteria and will receive the badge.
4. Enable or disable the AutoBadge
Enable the AutoBadge by checking the Enable AutoBadge box. This sets the AutoBadge to "running" status and starts issuing badges to eligible members.
To stop the AutoBadge, edit it and uncheck the Enable AutoBadge box. This will pause badge issuance.
5. Save your AutoBadge
Once all details are configured, click SAVE to activate your AutoBadge.
Managing AutoBadges
Viewing AutoBadges
Navigate to Automation > AutoBadges to see all existing AutoBadges in your community.
You can view:
Running or Stopped status.
The number of times each AutoBadge has been triggered.
The last time it was triggered.
The badge associated with the AutoBadge.
The tags defined in its criteria.
Editing or stopping an AutoBadge
Click the name of an AutoBadge to edit it.
Modify the name, badge, tags, or status as needed.
Uncheck Enable AutoBadge to stop badge issuance, and click SAVE to confirm changes.
Deleting an AutoBadge
If you no longer need an AutoBadge, you can delete it from the same menu.
Important note: Deleting an AutoBadge does not delete the badge it issues.
Important notes
AutoBadges operate independently of activities and pathways but rely on a user’s profile tags to determine eligibility.
Important note: AutoBadges depend on existing badges to function. Ensure the badge you want to issue is published before creating an AutoBadge.
AutoBadges streamline badge issuance, making it easier for community admins to recognise achievements efficiently and consistently. Once set up, AutoBadges run quietly in the background. Check the dashboard whenever you want to see what’s been triggered.
Tip: Contact [email protected] if you need assistance enabling or managing AutoBadges.