Enabling badges

Contact the Capillary support team or raise a Jira ticket to enable badges for your org.

Accessing badges

To access the badges UI, add /badges/ui after the cluster URL. For example, https://eucrm.cc.capillarytech.com/badges/ui/

Creating badges using UI

Creating direct issual badge

1. Click on New Badge to start creating a badge.

2. In the Name field, enter a unique badge name. An error message appears if the name is not available.

3. In the Description field, enter the badge description. For instance, "Purchase items worth Rs 1000 to get this badge."

4. Set the badge duration.
5. Use the Activate Badge switch to activate or deactivate the badge. Activating a badge will make the badge available for issuance to customers.

5. From the Badge group drop-down, select the badge group. For example, "2024 Badges" group.
6. Assign a ranking to the badge in the Badge ranking field.

6. From the Badge issue type, select Directly issued without enrollment.

7. Click Next.

8. From the Owner drop-down, select the badge owner. The owner indicates the module where the badge will be used. For example, loyalty workflows, journeys, audience campaigns, rewards catalog, goodwill module, milestone, or referral campaigns.

9. Add optional images against the badge statuses.
10. Add custom metadata related to the badge. The mandatory custom fields defined at the org level are displayed.

If required, you can reset to the default value of the mandatory custom field if needed.

10. Add optional custom fields and assign their values by clicking on + Custom fields option. For more information on custom fields, refer to the custom fields documentation.

11. Define the issual expiry. This is the period the customers will have the badge once issued. This can be a fixed date, a specific period from the issue date, along with a badge end date or never expires.

12. Add restrictions (optional) and benefits (optional) to the badge.

13. Click on Preview and Save.

14. Review the badge configurations in view mode. Verify the basic details, issual details, and benefits, then click on Done.

The badge is now created.

Creating enrol&issue badge

1. Click on New Badge.

2. Define the name, description, duration, badge activation status, badge group, and badge rank. Refer to Creating direct issual badge for the definitions.
3. Select Enroll and Issue. In this badge type, once the badge is created, customers must be enrolled into this badge via audience campaigns. A rule can then be written to determine the activity required for customers to earn the badge.

3. Click Next.

4. From the Owner drop-down, select the badge owner. The owner indicates the module where the badge will be used. For example, loyalty workflows, journeys, audience campaigns, rewards catalog, goodwill module, milestone, or referral campaigns.

5. Click Enroll to define the enrollment expiry. This is the period in which customers must fulfill the issuance criteria to earn the badge. For example, if the badge is issued on April 5 and the enrollment expires after 10 days, customers enrolled on April 5 have until April 15 to complete the required activity and earn the badge. Alternatively, the enrollment can expire on the badge end date, on a fixed date, or never expire.

6. Define the issual duration, which is the time duration until which the badge will remain with the customers once earned.

7. Optionally, define issue limits and benefits. Click Preview and Save to finish.

Editing badges

1. Navigate to the badge you want to edit and click on the edit icon.

2. Make the necessary changes.

3. After editing the required details, click on preview and save.

Adding benefits for badges

1. From the home page > Badges list > Click the edit icon corresponding to the desired badge and navigate to the Benefits section.

2. Click Add benefits. You can add either coupons or points as a benefit, or both.

For points, select the program where these points will be awarded. Choose the appropriate points earning strategy and points expiry strategy from the available options.

📘

Note

A maximum of only 10 benefits can be added to a particular badge.**

5. Click Preview and save, confirm the changes, and click Done. The benefits are now added to the badge.

Setting badge issuance limits and restrictions

You can edit a badge and define the issuance limits and other restrictions.

1. From the home page, navigate to the badge you want to set the limits, click on Edit, and navigate to the Issue tab.

2. Define the issue expiry.
   • On fixed date - The badge remains with all the customers until a specified date regardless of when it was issued.
   • After specific period from badge issual - The badge epires after a specific period from the badge issual date.
   • Along with badge end date - Issue expiry same as badge end date
   • Never expires - The badge never expires once issued.
3. Define the allocation limit (issue limit) for issuing badges.
   • Individual customer limit - Defines the maximum number of badges that can be issued to a single customer. You can select a window type to define the maximum number of badges that can be issued per customer
     • Fixed window - This feature is not available now.
     • Moving window - In the moving window, when a badge is issued to the customer, the limits are checked for the previous X days/weeks/months until the issual date.
   • Across customer limit Defnes the maximum number of badges that can be issued across all customers from this badge series.

4. For both Individual customer limit and Across customer limit, If you select overall badge duration, from the drop-down, specify the number of badges that should be issued to a particular customer during the entire duration of the badge. You can also add another limit for a Specific duration. For instance, the customer can receive up to 5 badges overall, but within the last 7 days, they can only get 1 badge. Combine multiple limits like this for more control.

7. To finalize the restrictions, click on Preview and save, update the changes, and click on done.

3. After editing the required details, click on preview and save.

Adding images for badges

You can also add images for the badge after the creation of the badge. Each badge status (unissued, in-progress, and issued) can have its respective image. To add an image, perform the following:

1. Hover over the image icons of a specific badge.

If no image is added, an Upload image option appears. You can also over on the rightmost section of the card and click on the upload images icon.

The Upload Image page appears, allowing you to add/replace images and provide names for each image.

• Image tags : Users can choose to add any of the below or all images against a badge.
  • Unissued : This tag represents badges that have not yet been issued to the customers
  • In progress : This tag represents badges where the customer has partially completed the issual activity but not yet issued
  • Issued: This tag represents badges that have been successfully issued to the customers
• The maximum size of each image can be 2 MB
• The aspect ratio should be 1:1
• Image formats supported are JPEG, JPG, PNG and SVG.
• Adding images against a badge is optional, brands can also use their own CMS to display the badge icons to their end customers.

3. Click Done. If the image size, aspect ratio, or format is not supported, an error message will be displayed as shown in the image below.

4. If the user attempts to exit without saving changes, a dialog box appears, prompting the user to choose between exiting or continuing editing without saving changes. Click Exit to exit without saving the changes.

4. If the user attempts to exit without saving changes, a dialog box appears, prompting the user to choose between exiting or continuing editing without saving changes. Click Exit to exit without saving the changes.

Duplicating a badge

You can create a new badge by duplicating an existing badge and editing it as required. This is always recommended than creating a new badge from scratch.

1. To duplicate a badge, from the Badges lit page, against the badge you want to duplicate, click the Badge icon and on the duplicate icon.

2. Enter the name for the duplicated badge. To copy the linked benefits, click on Continue.

3. The configurations of the existing badge will replicate. Change the details (Basic info, Issue details and Benefits) as required.

4. Click Preview and Save.

Creating badges using API

For information on Badges APIs, refer to the Badges API documentation.

Creating badges using Connect+

You can use Connect+ for creating and updating badges in bulk. For more information, refer to the Connect+ Badges template documentation.