Updated 4/19/23
Your organization can use Collections to group badge templates together for reporting and user management purposes.
You may categorize your badge templates any way you’d like. For example, you might create a Collection based on:
- Badge type/level
- Product family
- Audience
Adding a Collection
- To add a Collection, click the “Create Collection” button at the top right hand corner
- You'll be asked to name your collection, give a brief description, select a display image and determine whether you want the collection to be public or private.
- If you mark a collection as “Public” it will appear on the organization’s public-facing page.
- You can then select the templates you'd like in the collection.
- Save at the bottom.
Adding a Collection Within Template Settings
- You may also add a single badge template to one or more collections under a badge template’s “Settings”
- From the “Templates” section, click on the template you’d like to add to a Collection
- Under “Settings,” you’ll have the “Collections” section
- To add the template to a collection, simply type the title of the Collection and then select the Collections you would like to add
- Click the “X” on a Collection to remove it
- You my now view your Collection under the “Collections” section and use it to filter your analytics reports or manage user access
Editing a Collection
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A Collection may be edited at any time. Editing options include:
- Add or remove badge templates to the Collection
- Edit the settings of your Collection
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To make any changes, navigate to the Collection you’d like to edit
- The page immediately allows you to make those changes.
- Be sure to save at the bottom of the page.