A badge is a special visitor attribute for capturing interesting behavior about a customer.
How it Works
Badges are the building blocks for discovering audiences. A behavior is defined using attributes and rules that describe its conditions.
For example, you might be interested in the behavior of visitors that frequently browse your site but do not make a purchase. In this case, the following behaviors might characterize this type of visitor:
- Visited - has visited the site 3 times in the last 7 days.
- Showed Interest - has viewed a product details page or read an article.
- Did Not Convert - has not purchased or signed up for a service.
This pattern of behavior could be configured as a badge attribute named “Window Shopper” to identify the visitors that match its behavior.
The badge attribute is available in the following scopes: Visitor.
Badge associations allow you to quickly assign multiple badges based on other badges the visitor has earned. Typically, you would trigger a badge assignment based on a certain browsing behavior or criteria, but with badge associations you can trigger more than one badge assignment after the visitor has successfully earned the qualifying badge(s).
Learn more about setting up badge associations.
Badges are assigned to and removed from visitors based on the logic of their rules. Each new visitor is assigned a default badge named “Unbadged”. This badge is automatically removed once the visitor earns a custom badge. Badges are assigned (and removed) using the following enrichments.
Assigns the badge to a visitor when a set of conditions are met. All visitors are initially unbadged. For example, to assign the “Window Shopper” badge, it must be determined if the visitor navigated away from the site without purchasing.
Attribute Name: “Window Shopper”
Removes an assigned badge when the visitor no longer satisfies the conditions. For example, a “Window Shopper” badge is removed once the visitor makes a purchase.
Attribute Name: “Window Shopper”
Assign Badge from Another Badge
Assigns a badge based on another badge. For example, a “Window Shopper” badge is replaced with a “Cart Abandoner” badge once the visitor abandons a cart. Of course, a visitor can have more than one badge, so a visitor can be a “Window Shopper” and a “Cart Abandoner”.
Attribute Name: “Cart Abandoner”
These are popular badges. For a more complete list of popular badges, see Popular Badges.
Creating the Enrichment (for new or existing Badges)
Navigate to the Attributes menu located under the Enrich tab.
Add a new Badge or click the edit icon for the Badge to which you want to append other Badge(s).
Click ‘Create Enrichment’ and select “Assign Badge from another Badge”.
From the drop-down, select the Badge you wish to assign.
Repeat steps 2 - 4 to assign more Badges.
When you are done, save your profile to apply the changes.
Using the Badge Association Wizard (for existing Badges only)
In the Attributes tab, locate the Badge to which you want to assign and expand its settings.
Click the Badge Association icon in the top-right tip of the panel.
Click the + icon and select a Badge that you wish to assign.
Understanding the Badge Association Wizard
Click on an existing Badge to display this wizard. You will notice the currently-assigned Badge is always in the center column with arrows on each side. The arrows always point in the direction of the recipient Badge. You can assign any number of Badges to the current and the recipient badge; however you can’t reassign a recipient back to its donor Badge. Take a look at the example below.
Notice the ‘Car Badge’ in the center is currently assigned to qualifying visitors. Here’s how the other Badge assignments will trigger.
- Qualifying visitors receive the Car Badge.
- Car Badge visitors are automatically assigned ‘Tesla’ and ‘Fun Cars’ badges.
- Fancy Cars Badge visitors are automatically assigned ‘Car’, ‘Tesla’ and ‘Fun Cars’ badges.
- Electric Badge visitors are automatically assigned ‘Car’, ‘Tesla’ and ‘Fun Cars’ badges.
REMEMBER: You can’t assign any of the recipient Badges (‘FancyCars’ or ‘Electric’) back to its donors (‘Tesla or Fun Cars’). If you attempt to do so, you will see this error message.
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This page was last updated: January 7, 2023