How to Use Badges to Celebrate Customer Milestones

Badges are a simple, visual way to celebrate important milestones, progress, and engagement with your customers. They create a sense of accomplishment and encourage ongoing involvement, helping you build stronger connections.

📌 Why This Matters

Recognizing your customers’ achievements shows that you appreciate their loyalty and efforts. Using badges helps make this recognition memorable and meaningful without any heavy lifting on your part. It’s a lightweight, effective method to reinforce positive behavior and keep customers engaged with your business.

✨ What’s New

• Badges Through Existing Actions: You can issue badges using the same process you use for certificates, making it easy to integrate without extra setup.
• Flexible Triggers: Badges can be triggered automatically based on customer actions like course completions, form submissions, or contact interaction.

🛠️ How to Use It

1. Step 1: Head to your automation area and open existing workflows or create a new one.
2. Step 2: Add a trigger based on customer behavior, such as finishing a course or submitting a form.
3. Step 3: Choose the action to send a certificate, but select a badge template instead of a certificate template.
4. Step 4: Save and publish your workflow to start sending badges automatically.

Badges are designed as light, eye-catching images that your customers can download and proudly display—perfect for short, meaningful recognition moments.

💡 Pro Tip

Use badges to celebrate small wins with your customers, like completing a program or hitting a milestone—these little recognitions can encourage repeat business and build loyalty over time.