AutoBadges issue badges automatically to community members who meet predefined tag-based rules. This method eliminates manual steps, ensuring that badges are issued promptly and consistently.
What are AutoBadges?
AutoBadges work by matching predefined tag rules against the tags a member has accumulated — whether those tags come from completing activities or from tags declared on their profile. Once a community member satisfies the rules, the badge is issued automatically and added to their profile. AutoBadges are particularly useful for recognising achievements at scale and simplify the process for communities, helping admins automate recognition and engagement.
Key benefits
Automation: Badges are issued without manual intervention.
Consistency: Ensures badges are issued based on clear, standardised criteria.
Scalability: Ideal for larger communities with extensive member bases.
Step-by-step instructions
Log in to Navigatr
Go to the Navigatr platform and log in with your community admin credentials.
Navigate to Automation
From the admin dashboard, go to Automation > AutoBadges.
Create or edit an AutoBadge
Click + NEW to create a new AutoBadge, or select an existing AutoBadge to edit.
Define tag rules
Specify the tags and the required count for each that a member must accumulate to qualify for the badge. Rules can match any tag type by name: Specialised_Skill, Common_Skill, Certification, Software, Outcome, Learning_Style, Interest, or Other.
Select the badge
Assign the badge that will be issued automatically when the tag rules are met.
Enable the AutoBadge
Tick the Enable AutoBadge option to set it to running and save.
The system will now begin issuing the badge to members who meet the rules.
Note: If you don’t see this option in your dashboard, contact [email protected] to enable AutoBadges for your community.
Important notes
Preview qualified users: Use the Preview section to see how many members currently meet the tag rules and will be issued the badge.
Badge dependency: AutoBadges rely on published badges. Make sure your badge is created and published before linking it to an AutoBadge.
Automatic issuance: Badges issued via AutoBadges are automatically claimed and added to the member’s profile. No additional steps are required from the recipient.
Tracking: Use the AutoBadge dashboard to monitor the number of times each AutoBadge has been triggered and the last issuance date.
Tip: For any assistance or questions, contact [email protected].