Badges (New web)

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Path: Callproof Support - New Website - Sales_Menu - Badges

Badges

Screen title: Badges Browser title: Badges Address: /badges/

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.

Badges

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

How to open Badges

Option A — From Quick Links

  1. Sign in to CallProof.
  2. Open Points (/points/) or Activity Points (/event_points/).
  3. Click Quick Links.
  4. Choose Badges.

Option B — From the main menu

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

Option C — Open Badges directly

  1. Open your web browser.
  2. Go to your CallProof website and add /badges/ at the end of the address (for example: https://appv2.callproof.com/badges/).
  3. Press Enter.
  4. 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

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

Badges List
  1. Open Badges (/badges/).
  2. Review each card’s name, points required, and icon.
  3. Use pagination if needed.

Add a Badge

Add Badge

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

Address (save): /badges/new/

Steps

  1. Click Add Badges.
  2. In the Add Badge popup, enter Name (required).
  3. Enter Points Required (required, whole number).
  4. Click Save.
  5. CallProof creates the badge and usually opens the Edit Badge popup next so you can add an icon.
  6. Upload an icon (optional but recommended), or close and edit later.
  7. 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.

Edit a Badge

Edit Badge

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

Address: /badges/edit/<id>/

Steps — name and points

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

Steps — badge icon

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

Hint on screen: Image can be any size but should be proportional.

Delete a Badge

Delete Badge

Purpose: Remove a badge from your company list.

Address: /badges/delete/<id>/

Steps

  1. Confirm you are a manager.
  2. On the badge card, click the Delete (trash) icon.
  3. Confirm the delete prompt.
  4. 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.

Quick Links

From Quick Links on this screen:

  • Points — /points/
  • Activity Points — /event_points/
  • 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):

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 support@callproof.com
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