Can I issue a badge to an organization instead of an individual?

May 03, 2019 19:05

Updated 4/19/23

Yes, you can!
(Reach out to your CSM or email us at customersuccess@credly.com to enable this feature for you!)

First,

You will need to create a badge that is specific to organizations rather than users. To do this, select “Organization” when adding a new template.

Shows the drop down area where an issuer can set recipient type; Organization or user

The process of creating and publishing a badge will be the same for both organization and user badges.

Then,

Once published, you can issue the badge to an organization one at a time, or in bulk.

To issue in bulk:

In the Badges > Issue tab, download the .csv template
Add a new column to be positioned in column B and add the following header: badge_organization_name
Put the name of the organization in that column
Fill out the rest of the bulk issue .csv as you usually would. Note that you'll still need the name and email of an individual in that organization.

To issue one at a time:

Select the organization badge template you’d like to issue
Enter the organization’s information

shows how one might issue an organization badge, showing the fields that need to be completed such as organization name, earner first name, earner last name, earner e-mail, and date issued.

Finally,

If the organization has a profile on the Credly platform, the badge will appear on their profile.

Sample organizational profile that shows earned badges.

B2B Earner Experience

See this guide for more information about the organization badge earner's experience - it includes a video that you can share with anyone who will be earning a B2B badge from you.

If you are issuing badges to organizations, you'll want to let the recipient know what to expect. Here is a template message you might adapt and send before issuing those badges.

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