Badges, Contacts & Workflows

3 features that work in tandem to drive repeat engagement, help you capture and analyse customer data and do all this with ease and in real-time.

Contents:

• What is it? 
• How do I build one?
• "Go Live" Checklist 
• How can I promote it? 
• FAQ
• Top Tips

What is it? 

Badges allow users to earn badges for taking action across your Hub. Whether it's engaging with content, playing games, or completing forms, Badges provide incentives for customers to return to your Hub repeatedly. 

To support the Badges feature, contacts allow you to assign achievements to certain users based on their activity within your hub! Contacts also support Profiles, allowing users to identify themselves with an avatar while they engage with the games across your hub. 

With Workflows, you can set up customised user flows that are triggered when a user fills out a form or completes a game. These triggers lead to actions that can be used to assign achievements (a.k.a. Badges) to certain users.

Watch it come to life: 

How do I build one? 

• Step 1: Enable Contacts in Hub Settings [required]
• Step 2: Turn on Accounts in Hub Settings
• Step 3: Turn on Badges in Hub Settings
• Step 4: Set up your Badges
• Step 5: Configure your Badge Variants [Optional]
• Step 6: Customise the Style of your Badges
• Step 7: Edit the Badge Album [Optional]
• Step 8: Create Workflows to Award Badges
• Step 9: Enable & Configure Profiles [Optional]
• Step 10: Manage the Accounts Feature [Optional] [Advanced]

 

Step 1: Enable Contacts in Hub Settings [required]

• (1) Navigate to your Engagement Hub.
• (2) Once there, click Settings and navigate to Users.
• (3) Toggle the Contacts Enabled setting on. 

Step 2: Turn on Accounts in Hub Settings 

• (1) While you're still in Settings, navigate to the Users section.

• (2) Toggle on the Accounts Feature. 

Step 3: Turn on Badges in Hub settings

• (1) While you're still in Settings (under Users), toggle on the Badges Feature.

Step 4: Set up your Badges 

• (1) From here, click on Manage Badges to configure your Badges and the flows needed to assign them.
• (2) Under the Definitions tab, click on the + Add Badge button.  

• (3) Enter an Internal Name for each Badge that you create. 
• (4) Upload an image to visually represent each Badge. 
• (5) Click Save to save your changes. 

• (6) Add an optional Description to your Badge. 
• (7) Save your changes by clicking the Save button. 

• (8) If you wish to use Badges without Badge Variants, you can now make you Badges live by navigating to the 3 dots next to each Badge and clicking Publish.

Step 5: Configure your Badge Variants [Optional]

• (1) Should you wish to group certain Badges, under the Definitions tab, click on the on a Badge you've created and navigate to the Badge Variants section of the modal. 
• (2) Click on the Add Variant button. 

• (3) Enter an Internal Name, Title and optional Description for each Badge Variant Group that you create. Click Save to save your changes.

• (4) Once you have created your desired Badge Variants, use the Drag functionality (the three horizontal lines to the left of each Badge) to order the Badges in your desired tiering system.

• (5) Click Save to save your changes. 
• (6) To make your Badges and Badge Variants live, navigate to the 3 dots next to each Badge and click Publish.

Step 6: Customise the Style of your Badges

• (1) Navigate to the Definitions Tab of the Manage Badges modal.
• (2) On the righthand panel, navigate to the Settings dropdown. 
• (3) Use a Hex code, the eye dropper tool or the sliders to select a border and text colour for your Badges.

Step 7: Edit the Badge Album [Optional]

• (1) Navigate to the Album tab of the Manage Badges modal. 
• (2) Enable Badge Albums by toggling it on. 
• (3) To edit the Badge Album, click on the Edit Album button. 

• (4) Use the Stage to create a layout for your Badge Album. 

• (5) Use the toolbar on the righthand side of this modal to edit spacing, layout, background, fonts and colours. Here, you can add elements of a users Profile (first name, avatar, etc.) to help them differentiate their Badge Album from those of other users. 
• (6) Click the Save button to save your changes. 

Step 8: Create Workflows to Award Badges

• (1) Navigate to the Workflows tab of the Manage Badges modal. 
• (2) Click on the + Create Flow button. 

• (3) Give your flow a Name and select the Type of flow you wish to create (note: in version 1 of the Badges Feature, Contact Achievement is the only Workflow type). Then click Create.

• (4) Click on the 3 dots next to Trigger and select Edit.
• (5) Select your trigger from the dropdown menu. 

• (6) Select 1 or more filters to narrow down your flow execution [optional].

• (7) Click Update to save your changes. 

Step 8: Continued

• (8) Click on the 3 dots next to Assign Achievement and select Edit. Here, you can also rename the action if desired. 
• (9) Navigate to the Choose Achievement dropdown menu and select the Badge you wish to assign for the Trigger you previously selected. 
• (10) Click Save to save your achievement. To close this window, click the X in the top right hand corner. 

• (11) Click Save to begin implementing your new Workflow. 
• (12) To activate your flows, click on the 3 dots next to each individual flow and select Activate.

• (13) Repeat step 7 for each Badge. 

 

Step 9: Enable & Configure Profiles [Optional]

• (1) Navigate to Hub Settings, and then to the Users section. 
• (2) Toggle the Profiles Feature on. 
• (3) To edit your Profiles, click on the Manage Profiles button. 

• (4) In the Settings panel on the righthand side of your screen, you can change the Active tab colour. 
• (5) Navigate to the Edit Section of the Manage Profiles modal and click on the Pick your avatar section.

• (6) To add your own avatars, click on the + Add Avatar button. 
• (7) Enter a name for your Avatar. 
• (8) Upload an image to reflect the Avatar. 
• (9) Click Add to save your changes. 
• (10) Here you can also toggle on and off the ability for users to edit their Profiles by navigating to the righthand toolbar under the Settings dropdown. 

 

Step 10: Manage the Accounts Feature [Optional] [Advanced]

• (1) Navigate to Hub Settings and to the Users section. 
• (2) Find Accounts and click on the Manage Forms and Screens button. 

• (3) By clicking on the Sign Up tab dropdown, you can customise your Forms, account verification Email, 4 Digit Verification screen and Confirmation screen that appear when a user first signs up on your Hub. 

• • (A) Under the Form tab, customise your form with a logo/ image and the colour of your SSO Sign In button. You can do this by clicking on these individual elements. 
  • (B) Under the Email tab, customise the email that will send to your contacts upon sign up. Here you can edit the sender info, subject line and email copy.
  • (C) Under the 4 Digit Verification tab, customise the screen that will appear for users to enter the code you sent them in the email from the previous step. Here, customise with a logo/image and all copy and colours by clicking on individual elements. 
  • (D) Under the Confirmation tab, customise the user confirmation screen with a logo/image and all copy and colours by clicking on individual elements. 
  
  
  
• (4) Navigate to the Account Validation tab. Here, you can validate each user that signs up against a reference table entry to validate unique entries. This is optional. You can learn how to important your own reference tables here.
   
• (5) By clicking on the Sign In tab dropdown, you can customise your Form and Confirmation screen that appear when a user returns to your Hub and signs in.

• • (A) Under the Form tab, customise your form with a logo/ image and the colour of your SSO Sign Up button. You can do this by clicking on these individual elements. 
  • (B) Under the Confirmation tab, customise the user confirmation drawer and the personalisation tokens that will generate returning user data to appear on screen. Do this by clicking on these individual elements. 

• (6) By clicking on the Data Capture tab dropdown, you can customise the Sign Up Checkbox, Sign Up Confirmation and Sign In Pop-up copy and styling. You can do this by clicking on these individual elements. 

• (7) By clicking on the Password Recovery Tab, you can customise the Form and Confirmation screens, as well as the Reset Password email for your SSO process. You can do this by clicking on these individual elements. 

 

"Go Live" Checklist 

Ready to go live with your Badges, Contacts & Workflows? We recommend reviewing the following list before launching and double-checking if you have:

• Ensured that all images uploaded for Badges, Badge Groups, Profile and Badge Album are the correct dimensions. Export image files in 2x to ensure none of the images appear pixelated. Review the design guidelines for Badges here if needed.
• Activated each workflow to award individual Badges to users. You can do this by checking that each workflow has the green Active badge. 
• Set up all communications with your contacts using the Accounts settings.
• Edited all the styling of your Badges and various screens that appear for the end-user as a part of this feature. 
• You've run a test of your Badges and Workflows to ensure Badges are awarded correctly. 

Then you're ready to go live! Congratulations, you've built out your very own Badges feature! 

 

How can I promote it? 

 

 

 

FAQ

Is there a limit to the amount of Badges I can have on my Hub?

No, there's no limit to the amount of Badges you can create! Just remember, you have to set up a Workflow to award each individual Badge and/or Badge Variant. 

Can I launch a Badges campaign to run across a certain timeline to encourage repeat engagement? 

Absolutely! Through our client M&C Saatchi, Woolworths have created a Hub in sponsorship of Netball Australia where there are different games running for each week of the Netball season, so users can return to the Hub repeatedly in order to collect all the Badges. Remember, repeat engagement is driven by how you promote your campaign! Check out some promotion ideas here. 

 

 

Top Tips

• The Badges feature provides an excellent opportunity to drive user-generated content (where your users promote your Hub for you!). Make sure you encourage sharing in the copy across your games, the Badge Album, etc. 
• While Badge Variants are an optional part of this feature, they do create a tiered and layered experience that encourages users to return to your Hub and play again and again in order to collect all the Badges in a given group, so definitely consider configuring these! 
• Get creative with how you reflect your brand in the design of your Badges. This will help to drive brand recall and recognition, making users even more familiar with your brand. 
• As with any game or feature of the Komo Platform, the Badges feature is incredibly easy to configure yourself. But as there are a few steps involved, this is an important one to test before you go live.