How to Create and Manage AutoBadges

Modified on Wed, 4 Dec, 2024 at 2:37 PM

Autobadges in Navigatr are a premium automation feature that allow community admins to automatically issue badges to users based on specific skill criteria. 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.

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 in your system.
  • Skill Rules: Specify the skills and the count required for each skill. For example, a user might need "Public Speaking" (2 instances) and "Leadership" (1 instance).
  • 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 skills defined in its criteria.

Editing or Stopping an Autobadge

  • Click the name of an Autobadge to edit it.
  • Modify the name, badge, skills, 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. Note that deleting an Autobadge does not delete the badge it issues.

Important Notes

  • Autobadges depend on existing badges to function. Ensure the badge you want to issue is published before creating an Autobadge.
  • They operate independently of activities and pathways but rely on a user’s skills portfolio to determine eligibility.
  • Contact [email protected] if you need assistance enabling or managing Autobadges.

Autobadges streamline badge issuance, making it easier for community admins to recognise achievements efficiently and consistently. Start using Autobadges today to take your community engagement to the next level!

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