Ashley DeBon: /* Badges */

2026-07-23T07:46:44Z

‎Badges

Ashley DeBon at 07:36, 23 July 2026

2026-07-23T07:36:50Z

Ashley DeBon at 07:36, 23 July 2026

2026-07-23T07:36:01Z

Ashley DeBon: /* View Badges */

2026-07-23T07:31:46Z

‎View Badges

Ashley DeBon: /* View Badges */

2026-07-23T07:31:34Z

‎View Badges

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Badges = Badges = '''Screen title:''' Badges '''Browser title:''' Badges '''Address:''' `/badges/` Use th..."

2026-07-23T07:30:24Z

Created page with "Path: Callproof Support - New Website - Badges = Badges = '''Screen title:''' Badges '''Browser title:''' Badges '''Address:''' <code>/badges/</code> Use th..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Badges]]

= Badges =

'''Screen title:''' Badges
'''Browser title:''' Badges
'''Address:''' <code>/badges/</code>

Use this screen to set up '''achievement badges''' for your company.
Each badge has a name, points required, and an optional icon.
Badges work with the Points / Activity Points system so reps can earn recognition as they reach point thresholds.

'''Navigation:''' '''Sales Icon Hover''' → '''Badges'''

From this screen you can:

* View all company badges (card layout)
* Add a badge
* Edit badge name and points
* Upload or change a badge icon
* Delete a badge (managers)
* Open related Points screens from '''Quick Links'''

[[File:Badges.png|300px|thumb|Badges]]
<div style="clear:both;"></div>

== How to open Badges ==

=== Option A — From Quick Links ===

# Sign in to CallProof.
# Open '''Points''' (<code>/points/</code>) or '''Activity Points''' (<code>/event_points/</code>).
# Click '''Quick Links'''.
# Choose '''Badges'''.

=== Option B — From the main menu ===

# Sign in to CallProof.
# In the left sidebar, open the Points / Gamification area (label may vary by company setup).
# Choose '''Badges'''.

=== Option C — Open Badges directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/badges/</code> at the end of the address (for example: <code>https://appv2.callproof.com/badges/</code>).
# Press '''Enter'''.
# The Badges page appears.

== Permissions ==

* You must be '''signed in'''.
* Signed-in users with access can view badges.
* '''Add''' and '''Edit''' (including icon upload) are available from this screen when you have access.
* '''Delete''' requires a '''manager'''. Non-managers are blocked from deleting.
* Company menu permissions control whether this screen appears in your sidebar.

== What you see on the screen ==

=== Header ===

* Title: '''Badges'''
* '''Add Badges''' button
* '''Quick Links'''

=== Badge cards ===

Each badge card shows:

* Badge '''icon''' (or initials if no image)
* Badge '''name'''
* '''Points required'''
* '''Edit''' icon
* '''Delete''' (trash) icon

Cards are listed with higher point badges first.
Use pagination at the bottom when there are many badges.

=== Empty state ===

* If none exist: '''No badges found'''

== Field guide ==

=== Name ===

* '''Required.'''
* Up to '''32''' characters.
* Letters, spaces, and hyphens only (special characters are removed).
* Examples: Copper, Brass, Gold.

=== Points Required ===

* '''Required.'''
* Whole numbers only (0 or higher).
* The point total a rep needs to earn this badge.

=== Badge Icon (Edit popup) ===

* Optional image for the badge.
* Supported formats: '''JPG''', '''PNG'''
* Can be any size, but should look proportional (square works best).
* Drag & drop or choose a file, then click '''Update'''.

== Why Add, Edit, and Delete matter ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Badge'''
| Create a new recognition level tied to a points threshold so reps have clear milestones.
| Launching points/badges, adding a new tier (for example “Platinum”), or matching your company’s reward levels.
|-
| '''Edit Badge'''
| Change the name, points required, or icon without removing the badge.
| Rename a tier, adjust how many points are needed, or refresh the badge artwork.
|-
| '''Delete Badge'''
| Remove a badge your company no longer uses.
| Duplicate badge, wrong tier, or retired achievement — confirm before deleting.
|-
| '''Upload Icon'''
| Give the badge a visual identity on cards and related points displays.
| After adding a badge, or when updating branding.
|}

== View Badges ==
[[File:BadgesList.png|250px|thumb|right|Badge cards]]

# Open '''Badges''' (<code>/badges/</code>).
# Review each card’s name, points required, and icon.
# Use pagination if needed.
<div style="clear:both;"></div>

== Add a Badge ==
[[File:AddBadge.png|250px|thumb|right|Add Badge]]

'''Purpose:''' Create a new badge with a name and points threshold.

'''Address (save):''' <code>/badges/new/</code>

=== Steps ===

# Click '''Add Badges'''.
# In the '''Add Badge''' popup, enter '''Name''' (required).
# Enter '''Points Required''' (required, whole number).
# Click '''Save'''.
# CallProof creates the badge and usually opens the '''Edit Badge''' popup next so you can add an icon.
# Upload an icon (optional but recommended), or close and edit later.
# The badge appears on the Badges page.

=== Rules ===

* Name and points are required.
* Name: letters, spaces, hyphens; max 32 characters.
* Points: digits only; cannot be blank or negative.
<div style="clear:both;"></div>

== Edit a Badge ==
[[File:EditBadge.png|250px|thumb|right|Edit Badge]]

'''Purpose:''' Update badge name, points, and/or icon.

'''Address:''' <code>/badges/edit/<id>/</code>

=== Steps — name and points ===

# On a badge card, click the '''Edit''' icon.
# In '''Edit Badge''', under '''Update Badge''', change '''Name''' and/or '''Points Required'''.
# Click '''Update'''.
# The card list refreshes with your changes.

=== Steps — badge icon ===

# Open '''Edit Badge''' (same as above), or continue from Add after Save.
# Under '''Badge Icon''', drag & drop or choose a '''JPG''' or '''PNG''' file.
# Confirm the preview looks correct.
# Click '''Update''' under the icon section.
# The card shows the new image.

'''Hint on screen:''' Image can be any size but should be proportional.
<div style="clear:both;"></div>

== Delete a Badge ==
[[File:DeleteBadge.png|250px|thumb|right|Delete Badge]]

'''Purpose:''' Remove a badge from your company list.

'''Address:''' <code>/badges/delete/<id>/</code>

=== Steps ===

# Confirm you are a '''manager'''.
# On the badge card, click the '''Delete''' (trash) icon.
# Confirm the delete prompt.
# The badge is removed from the list.

=== Notes ===

* Non-managers cannot delete badges.
* Prefer '''Edit''' if you only need to change name, points, or icon.
* Deleting removes that badge definition for the company — confirm first.
<div style="clear:both;"></div>

== Quick Links ==

From '''Quick Links''' on this screen:

* '''Points''' — <code>/points/</code>
* '''Activity Points''' — <code>/event_points/</code>
* '''Streak Threshold''' — opens the streak threshold settings popup (from Points tools)

Related: Badges also appear under Quick Links from Points / Activity Points screens.

== Example badge levels ==

Companies often use tiers like these (examples only — set your own names and points):

{| class="wikitable"
! Badge
! Example points
|-
| Copper
| 100
|-
| Brass
| 500
|-
| Bronze
| 2,500
|-
| Silver
| 10,000
|-
| Palladium
| 50,000
|-
| Gold
| 250,000
|-
| Platinum
| 1,000,000
|}

== Tips and important notes ==

* Set badge points to match how fast reps earn Activity Points in your company.
* After '''Add''', upload an icon right away so badges are easy to recognize.
* Keep names short and clear (max 32 characters).
* List order shows higher-point badges first.
* Delete is manager-only; use Edit for corrections when possible.
* Use Quick Links to jump to Points and Activity Points setup.

== Need help? ==

* No badges found: click '''Add Badges''' to create the first one
* Save fails: enter Name and Points; use letters/spaces/hyphens for name and digits for points
* Image will not upload: select a JPG or PNG first
* Cannot delete: confirm you are a manager
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:36, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Badges]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Sales_Menu]] - [[Badges]]

	= Badges =		= Badges =

@@ Line 10: / Line 10: @@
 Each badge has a name, points required, and an optional icon.
 Badges work with the Points / Activity Points system so reps can earn recognition as they reach point thresholds.
 '''Navigation:''' '''Sales Icon Hover''' &rarr; '''Badges'''
@@ Line 22: / Line 23: @@
 * Open related Points screens from '''Quick Links'''
 <div style="clear:both;"></div>

@@ Line 22: / Line 22: @@
 * Open related Points screens from '''Quick Links'''
-[[File:Badges.png|300px|thumb|Badges]]
+[[File:Badges.png|350px|thumb|Badges]]
 <div style="clear:both;"></div>
@@ Line 127: / Line 127: @@
 == View Badges ==
-[[File:Badges.png|300px|thumb|Badges List]]
+[[File:Badges.png|350px|thumb|Badges List]]
 # Open '''Badges''' (<code>/badges/</code>).
@@ Line 135: / Line 135: @@
 == Add a Badge ==
-[[File:AddBadge.png|250px|thumb|right|Add Badge]]
+[[File:AddBadge.png|350px|thumb|right|Add Badge]]
 '''Purpose:''' Create a new badge with a name and points threshold.
@@ Line 159: / Line 159: @@
 == Edit a Badge ==
-[[File:EditBadge.png|250px|thumb|right|Edit Badge]]
+[[File:EditBadge.png|350px|thumb|right|Edit Badge]]
 '''Purpose:''' Update badge name, points, and/or icon.
@@ Line 184: / Line 184: @@
 == Delete a Badge ==
-[[File:DeleteBadge.png|250px|thumb|right|Delete Badge]]
+[[File:DeleteBadge.png|350px|thumb|right|Delete Badge]]
 '''Purpose:''' Remove a badge from your company list.

Badges (New web) - Revision history

Ashley DeBon: /* Badges */

Ashley DeBon at 07:36, 23 July 2026

Ashley DeBon at 07:36, 23 July 2026

Ashley DeBon: /* View Badges */

Ashley DeBon: /* View Badges */

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Badges = Badges = '''Screen title:''' Badges '''Browser title:''' Badges '''Address:''' /badges/ Use th..."

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Badges = Badges = '''Screen title:''' Badges '''Browser title:''' Badges '''Address:''' `/badges/` Use th..."