How do I use gamification badges?

How do I use gamification badges?

Feature: Earn badges for completion of onboarding and marketing playbooks, courses and curriculum.

Who will be using this?

Admins can add badges for users to earn when they complete playbooks, courses and curriculum.

Benefits: Encourage users to complete activities in order to obtain badges.


Associate a badge with a playbook:


Go to Setup > Asset Management > Playbooks


Select “edit” on a playbook. Go to More > Settings.


Click “Upload a badge” and save the changes.



Associate a badge with a course:


Go to Setup > Learning Management System > Courses



Select a Course. Go to Views > Settings 


Under settings, select the “Upload a badge” option.



The badges tab will be visible within the Image Gallery.



Select the Badge and save it.




View badges earned:


Go to the user profile and click on the “Achievements” tab.

Certification and Badges earned by the user will appear here.

Course Catalog


Click on create the course and edit the assets to course. E.g. Certification, Pdfs and video





Under the Certification tab, once the user pass the certification it will appear under the “Achievement” tab in user profile



Next go to another tab and complete the course. 


Once the course is complete the user is able to earn the badges.


Note: Badges will be earned only after completing the course, curriculum and playbooks.


    • Related Articles

    • How can I post a certification I passed or badge I earned to social media?

      You can share certifications and badges you've earned to Linkedin, Twitter, and Facebook. To share an accomplishment you've earned, navigate to your user profile. Click on "Achievements". In this section, review all sharable badges or certifications ...
    • How do I complete a phased setup process and what should I expect?

      We specialize in helping our clients achieve their goals by offering integrations for numerous CRMs and third party applications. Sometimes, we know this customization can take more time so we offer options for our clients to complete an accelerated ...
    • How do I use the Users Report page?

      The users report records the internal activity of users within the platform as well as the activities of users as they engage with emails you send or collateral or tracked sites you own. Use the user engagement report to drill down on the activities ...
    • How do I use Bridge AI?

      You can generate custom content, ask questions and add prompts to the email templates using the Bridge AI powered by ChatGPT Always check content created using AI. You should verify the final results are correct and still usable to the recipient. ...
    • How do I use a Playbook?

      Overview: This article describes how to use the playbook feature. Select the ‘Playbook’ tab.   select the playbook you would like to view. You can sort the contact list based on due date, email and score.   Use the ‘Search for records’ field to find ...