Grant a Badge

Typically, Members earn Badges by spending Metrics to earn the Reward to which the Badge has been assigned, and by meeting any conditions defined for a Badge level. However, from the Member Profile screen, a Customer Service Representative can manually grant a Badge to a Member.

Note: You can also grant a Badge to a Member from the Badge Details screen. See Grant a Badge to a Member for more information on that process.

To grant a Badge:

1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

3. Select the Badges tab.

4. Click Grant Badge. The Grant Badge pop-up window is displayed.

5. From the Badge drop-down menu, search for and select the desired Badge.

6. For Status type Badges, the Level drop-down menu is displayed. From this drop-down menu, select the desired Badge level to grant to this Member.

7. For Collector type Badges, the Badge Count field is displayed. Enter the number of Badges to grant to this Member.

8. Click Save.