Badge Categories
Overview
Badge Categories are an organization tool that allow you to group together Badges.
Once you create a Badge Category, you can assign Badges to it from the Badge Details screen.
Access
To access the Badge Categories screen, select Rewards from the Main Navigation Menu, then select Settings > Badge Categories from the Sub-Category menu.
Features
The Badge Categories screen provides the following features:
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Search
The search feature allows you to search for
a specified text string anywhere within the following fields:
display name or internal name.
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Optionally, in the
search field near the top of the Badge Categories screen,
enter the desired text string.
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Press Enter, or click
the search button (magnifying glass icon).
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The Badge Categories
screen is refreshed to show only the Badge Categories
that meet your search criteria. Please note that if you
enter multiple search conditions, the platform displays
only the Badge Categories that meet ALL criteria.
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To remove all search
criteria, click the remove button ("X" icon).
Sort
The "Sort" drop-down menu allows
you to sort the Badge Categories on a variety of different
fields. To sort the list of Badge Categories, select the desired
sort option from this menu.
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Name (default option)
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Created Date
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Updated Date
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To create a new Badge Category:
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In the "Enter Display Name" field, enter the name of the new Badge Category.
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Click create. The "Edit Badge Category" pop-up window is displayed.
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The "Display Name" field is populated with the value you entered above in step 1; optionally edit this value.
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The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.
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To assign an image to this Badge Category, click choose file, then browse to and select the desired image file.
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In the "Description" field, enter a description of the Badge Category.
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Optionally check "Internal" to make the Badge Category internal-facing only.
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Click save.
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To view or edit the Badge Category properties:
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Optionally search for the Badge Category as described above.
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Click on the Badge Category record. The "Edit Badge Category" pop-up window is displayed.
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Make any necessary changes to the Badge Category properties.
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Click save.
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To delete a Badge Category:
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Optionally search for
the Badge Category as described above.
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Click on the Badge
Category record. The "Edit Badge Category" pop-up
window is displayed.
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Click delete.
A confirmation dialog box is displayed.
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Click confirm.
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Back to Rewards Settings