Create and Edit Custom Badges

Badges can be used with the inView achievements feature to add a gamification aspect that agents may enjoy. This topic explains how to create and edit custom badges independently, in conjunction with creating or editing a rule, or both.

Create Manual Badges

1. Click Account → Manual Badges.
2. Click the Add icon (indicated by a plus sign in a blue circle).
3. Type a unique Name for the badge.
4. Select the badge type from the drop-down list. The default value is Achievement.
5. (OPTIONAL) Type a Description for the badge.
6. (OPTIONAL) If the badge is only applicable for a particular site, select a Location from the drop-down list.
7. (OPTIONAL) If applicable, select a Level from the drop-down list.
8. (OPTIONAL) If agents can only earn the badge a certain number of times, type a numeric value for Max Times Can Earn.
9. Use the date selector (indicated by a calendar icon) to set a Start Date.
10. (OPTIONAL) Use the date selector (indicated by a calendar icon) to set an End Date. If you leave this field blank, the badge remains available until it is manually removed from your system.
11. In the Manual Badge Levels section, click the image in the Badge field to choose an icon for the badge, or to upload a custom icon.
    (OPTIONAL) Upload Custom Icon

    

    1. In the Choose Image wizard, click the Add icon (indicated by the plus sign in a blue circle).
    2. Drag and drop an image in the wizard, or Click to browse, navigate to the image, and click Open.
    3. Click the Accept icon (indicated by a checkmark on a green background) and then click Next.
    4. Click the background for the badge and then click Next.
    5. Customize the color scheme for the badge using the color picker, scale, shading, and white-out options. You can optionally type a Name for the badge icon.
    6. Click Next.
    7. Click Finish.
12. (OPTIONAL) Type a Level Name. For example, you might create a badge with two levels, Star and Superstar.
13. (OPTIONAL) Type a numeric value in the Coins field, the XP field, or both.
14. (OPTIONAL) If you want the badge to have more than one level, click the Add icon (indicated by a plus sign in a blue circle) at the top of the Manual Badge Levels section and repeat the previous three steps for each level you want to add.
15. Click Save.

Edit Manual Badges

1. Click Account → Manual Badges.
2. Click the Edit icon (indicated by a pencil).
3. Modify the badge configuration. Refer to the previous task for more information on the available options.
4. Click Save.

Create Badges in the Rules Engine

This task explains how to add a badge to an existing rule. For more information on setting up rules, see Manage the Rules Engine.

1. Click Account → Rules Engine.
2. Use the filtering options at the top of the page to limit your search and display the rule to which you want to add a badge.
3. Click Edit for the rule.
4. Click Next on the Eligibility and Metrics pages.
5. On the Actions page, click the entity to which you want to add the badge. You can choose from Rank, Range, or Percentile.
6. Click and drag the badge icon (indicated by a trophy on an orange background) from the left side of the page to an empty box in the Set Up section.
7. In the Badge section on the right, click Select Badge to choose an icon for the badge, or to upload a custom icon.
   (OPTIONAL) Upload Custom Icon

   

   1. In the Choose Image wizard, click the Add icon (indicated by the plus sign in a blue circle).
   2. Drag and drop an image in the wizard, or Click to browse, navigate to the image, and click Open.
   3. Click the Accept icon (indicated by a checkmark on a green background) and then click Next.
   4. Click the background for the badge and then click Next.
   5. Customize the color scheme for the badge using the color picker, scale, shading, and white-out options. You can optionally type a Name for the badge icon.
   6. Click Next.
   7. Click Finish.
8. Type a unique Level Name for the badge.
9. (OPTIONAL) Type a Badge Name and Badge Description.
10. Click Next and then click Save.

Edit Badges in the Rules Engine

1. Click Account → Rules Engine.
2. Use the filtering options at the top of the page to limit your search and display the rule for which you want to edit a badge.
3. Click Edit for the rule.
4. Click Next on the Eligibility and Metrics pages.
5. On the Actions page, click the entity for which you want to edit the badge.
6. Click the badge icon (indicated by a trophy on an orange background) in the Set Up section.
7. Modify the configuration of the badge.
8. Click Next and then click Save.