Badge Members

Overview

Badges are a type of Reward, allowing you to recognize and incentivize your Members. Members can view and share their Badges with friends and other Members. The Badge Members screen is used to view and manage all Members who have earned all of your Badges.

To view only the Members who have earned a specific Badge, see the Members tab of the Badge Details screen.

Access

To access the Badge Members screen, select Rewards from the Main Navigation Menu, then select Badge Members from the Sub-Category menu.

Features

Manage Members

The Badge Members screen provides the following features:

Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within the following fields: Badge name or Member name.

Optionally, in the search field near the top of the Badge Members screen, enter the desired text string.
Optionally, from the "Level" drop-down menu, select a Badge level (or "Any level").
Press Enter, or click the search button (magnifying glass icon).
The Badge Members screen is refreshed to show only the Members that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Members that meet ALL criteria.
To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Members on a variety of different fields. To sort the list of Members, select the desired sort option from this menu.

Created Date (default option)
Updated Date
Member Name

Navigation

Once you've found the desired Badge, you can navigate to the following other screens:

Click the Member name to navigate to the Member Details screen for that Member.
Click the Badge name to navigate to the Badge Details screen for that Badge.

Change Badge Level

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Status type Badges can be configured with different levels, allowing Members to gain higher levels based on specific achievements. To manually edit a Member's Badge level:

Search for the Member as described above.
Next to the desired Member, click edit level. The "Edit Member Badge" drop-down menu is displayed.
From the "Level" drop-down menu, select the desired level.
Click save.

Expire a Badge

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To expire a Member's Badge:

Search for the Member as described above.
Next to the desired Member, click expire. A confirmation dialog box is displayed.
Click confirm.

Export Members

The Badge Members screen provides the following features related to exporting Member records.

Create Export Definition

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Export definitions can optionally be saved and reused, when you need to download Badge Members from the Loyalty platform.

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Badge Members." The "Create New Export - Badge Members" pop-up window is displayed.

Timing

Select when you want to execute the export:

Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.
Execute now -- check this option if you want to execute the export immediately.
Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

From the "Recurrence" drop-down menu, select an option:

Repeat -- Execute the export based on the defined schedule; see below for more details.
Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.
On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.
Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.
In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.
From the "Time Zone" drop-down menu, select the time zone to use.

Notification and Transport

If you checked "Asynchronous" above, this section is displayed.

To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field.
To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field.

Fields

This section allows you to optionally include (or exclude) specific columns in the export file.

From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Rules

This section allows you to create custom business rules to define which Segments are included in the export file.

Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition.
From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.
Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute.
Enter or select a value.
Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria.
Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it.
Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either:

All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment.
Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment.

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

Associations

To export associated records:

Click add. A new row is displayed.
Check Enabled.
From the "Association" drop-down menu, select the type of associated record.
From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Children

To export child records joined to the main record:

Click add. A new row is displayed.
Check "Enabled."
From the "Child" drop-down menu, select a child record type.
From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Finish

When finished creating the Export Definition, click save.

View or Edit an Export Definition

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To view or edit a Member Badge Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.
From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.
Make any necessary changes to the Export Definition properties.
When finished, click save.

Manually Execute an Export Definition

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To manually execute a Member Badge Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.
From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.
Click confirm.

Download an Export Definition

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To download the last execution of a Member Badge Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.
In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

Delete an Export Definition

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To delete a Member Badge Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Badges Exports." The "Member Badges Export Definitions" pop-up window is displayed and populated with a list of all Member Badge Export Definitions.
From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.
Click confirm.

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Last Updated: September 2024