Create, Edit, and Manage a Badge

Badging is an add-on feature that allows you to award your volunteers when they complete a set of tasks. Badges can be created at the parent level of a network as well as within subgroups on GivePulse.

• Create a Badge
• Add a Task
• Types of Tasks
• Publishing a Badge
• Manually Awarding a Badge
• How to Export Badge Data
• How to Delete a Badge

Create a Badge

To create a badge for your group, navigate to the Badging section on the left-hand side of your group's dashboard page. Select Badging > Add Badge.

To add a badge, you will have to complete the name and description section. You can also include information about learning objectives, prerequisites, and criteria for the badge if needed. 

When the form is complete, you can upload a logo for the badge. If you would like to preview what the badge will look like, you can hit View on the right hand corner to preview. Hit Save to save your progress as well as continue to the next step of adding tasks to your badge.

Add a Task

To earn a badge, users must complete one or more tasks. Click the Add Task button to create a task so participants can earn a badge.

Be sure to make selections appropriate for your badge. For example, since this badge is given to those who have attended their first event, only one impact is needed. Participants will receive this badge after their impact for the first event is recorded. When the form is complete make sure to hit the "Save" button to continue to the next step.

Types of Tasks

You can add tasks for Impacts, Hours, Survey, EL Activities, and User Confirmation. 

• Impacts and Hours allow you to select a required number of hours/impacts and determine what impacts/hours qualify. You can select where the impacts/hours must be made and if the hours must be verified.
• Surveys allow you to create a task based on when a survey response is created or when it is approved by an administrator. 
• EL Activities allow you to require that the activity was completed. 
• User Confirmation allows a user to self-report the completion of a task. 

Note: To progress towards a badge, users must navigate to the public Badge page and complete the tasks in the order they are listed. If a user does not access the task from the public Badge page or does not complete the tasks in order, their progress will not be tracked. Surveys that are tasks for a badge must also be accessed from the badge page in order for that progress to be tracked.

Publishing a Badge

Once you have created all of the Tasks you can now publish the Badge by navigating back to the "Details" tab and changing the Status to "Approved." 

To publish the badge to the group, return to the Details page. Under Status, update it to say "Approved". Hit "Save" on the bottom of the page. This will publish the badge to your group. 

Manually Awarding a Badge

A badge can be automatically awarded after the completion of a series of tasks or manually awarded by an admin of the group. To manually award a user a badge, navigate to Badging > Manage Badges. Select the badge. On the next page, click Actions > Award Badge in the top right corner. 

Type in the name of the user and select their profile from the dropdown menu. Additionally, you can choose to send the user an email alerting them of the badge. Click Award Badge to complete the process.

How to Export Badge Data

Admins can download a CSV file containing a list of users and their progress towards earning a badge. To manually award a user a badge, navigate to Badging > Manage Badges. Select the badge. On the next page, click Actions > Export Participants in the top right corner. 

How to Delete a Badge

Admins can delete a badge if it is no longer needed in the group. To delete a badge, from the badge page, click Actions > Edit Badge. 

On the next page, scroll to the bottom and click Delete in the bottom-right corner.