How to Bulk Issue Badges via CSV

You can issue badges to multiple recipients at once using a CSV file. It’s a quick way to recognise skills across an entire cohort, such as a training group, a graduating class, or a team.

Bulk Issuing Badges

1. Log in to Your Navigatr Account
   • Go to the Admin Dashboard and navigate to Content > Badges.
   • Select the badge you want to issue.
   • If you haven't created and published your badge yet, see our guide to creating a badge
2. Select Bulk Issue via CSV
   • Click ISSUE and choose the Via CSV File option.
3. Prepare Your CSV File
   • Download the pre-formatted CSV template provided on the Bulk Issuing page for best results.
   • Your CSV file must include the following required columns:
     • The recipient's first name.
     • The recipient's last name.
     • The recipient's email address.
   • The template also supports these optional columns:
     • Evidence URL: a link to supporting evidence for the badge award.
     • Expiry Date: the date the badge expires, in YYYY-MM-DD format.
   • Save the file in .csv format and ensure all recipient details are accurate.
4. Upload Your CSV File
   • Click BROWSE to upload your prepared CSV file.
   • Review the uploaded data to ensure all recipient details are correct.
5. Confirm and Issue
   • Once the data is reviewed, click START ISSUING.
   • You will receive an email notification when your bulk issuing process is complete.
6. Check Badge Claims
   • After issuing the badges, go to the RECIPIENTS tab of the badge to track who has claimed their badge.

Important Notes

• Ensure you have the necessary permissions to contact recipients in line with Navigatr's Terms and Conditions and Privacy Policy.
• Inform recipients they will receive an email with instructions to claim their badge and remind them to check their spam folder if they don't see it.

After issuing, track delivery and manage your recipients in the How to Manage Badge Recipients guide.

For further assistance, contact support@navigatr.app.

New to Navigatr? Follow our Getting Started pathway to learn the basics and earn a few badges along the way.