Recommendations Guide

Updated 4/19/23

Recommendations are a powerful metadata field that guide earners to next steps they can take after accepting a badge. Through recommendations, you can direct earners to another badge in your program (if they’re sequential or closely related) or a URL exposing them to another valuable opportunity.

Examples of recommendations:

• Learning materials with additional training
• Links to events, online communities, or memberships
• Promotional offers or discount codes
• Surveys or general marketing

With the Recommendations feature, admins can: 

• Create recommendations that can be applied to multiple badge templates 
• See a full list of all recommendations created within the organization
• View analytics related to the performance of their recommendations
• Note: Only users with the ability to create and edit badge templates are able to create new recommendations.

Admin Experience

You can find and create recommendations through the “Recommendations” tab at the top of the Badges area.

To create a new recommendation, click on the “Add Recommendation” button and select one of the recommendation types:

• Badge
• Education
• Employment
• Information
• Offer
• Participation

If choosing the “badge” type, select the badge you would like to display as a recommendation. 

Note: Only published badge templates will display in this dropdown list.

For all other recommendation types, include a URL, the text you would like to display as the recommendation name, and (optionally) a brief description of the recommendation.

Saved recommendations can be found in the main Recommendations tab and are available to apply to any of your badge templates.

Adding a Recommendation to a badge template:

1.  Click on the Recommendations tab and select the recommendation you would like to add a badge template to. Click “Edit”. 
2.  Click “Add Templates” and select the badge template(s) you would like that recommendation added to.
3.  Click “Apply” to allow earners of the badge(s) to see the recommendation when viewing their badge

Note: You can search for a specific template using the search bar.

Alternatively, you can add multiple recommendations to a specific badge through each badge template. 

1.  Click on the Templates tab and select the badge to which you would like to add recommendations to and click “Edit”.
2.  In the “Recommendations” section, use the dropdown menu to select the recommendation(s) you would like to show to earners of that badge. (Note: Only recommendations you have saved will appear.)
3.  Click “Save”

Recommendation Analytics

Within the Recommendations tab, admins can view the full list of recommendation names and types, along with the number of badge templates each recommendation is associated with.

By clicking “Export Recommendations,” admins can export a summary data report including:

• URLs or badge template IDs linked to each recommendation
• Total number of times each recommendation has been viewed
• Total number of times each recommendation has been clicked on

Detailed and summary analytics for each recommendation can be found by selecting a specific recommendation and clicking the “Analytics” tab.

Simply select a report type from the dropdown and click “Export Data.”

Summary Data Report includes:

• Badge Template ID
• Badge Template Name
• Recommendation Views Count
• Recommendation Clicks Count
• Recommendation Creation Date

Detailed Data Report includes:

• Click ID
• Click Date & Time
• Badge Earner ID
• Badge Earner First Name
• Badge Earner Last Name
• Badge Earner Email Address
• Recommendation Name
• Recommended URL/Badge Template ID
• Badge ID
• Badge Template ID
• Badge Template Name