Step 4: Badges & Achievements
Configure achievement badges that reward customers for specific behaviors and milestones, adding gamification elements to drive engagement.
Badge System Overview
Badges transform routine service visits into achievement opportunities:
- Visual recognition for customer behaviors
- Milestone celebrations
- Social proof elements
- Engagement drivers
- Retention incentives
Core Badge Categories
Service Milestones
Track and reward service frequency with milestone badges:
- First Timer: Complete first service (50 points, automatically awarded)
- Regular: Complete 5 services (100 points, automatically awarded)
- Loyal Customer: Complete 10 services (200 points, automatically awarded)
- VIP Client: Complete 25 services (500 points, automatically awarded)
Engagement Badges
Reward customer engagement with these badges:
- Profile Pro: Complete your profile with photo (25 points, one-time award)
- Reviewer: Leave your first review (50 points, one-time award)
- Social Butterfly: Share service on social media (75 points, can earn multiple times)
- Referral Master: Refer 3 new customers (300 points, automatically awarded)
Seasonal Badges
Time-limited seasonal achievements:
- Summer Ready: Get AC service during summer months (100 points, available June-August, once per year)
- Winter Warrior: Get winter prep service (100 points, available October-November, once per year)
- Holiday Hero: Visit for service in December (150 points, December only, once per year)
Maintenance Champions
Promote preventive maintenance habits:
- Oil Change Regular: Get 3 oil changes in a year (150 points, resets annually)
- Tire Care Expert: Rotate tires twice yearly (100 points, tracked annually)
- Preventive Pro: Complete all scheduled maintenance for your vehicle (250 points, vehicle-specific tracking)
Default Badge Set
Worxflow provides 15 pre-configured badges:
| Badge Name | Icon | Requirement | Points | Type |
|---|---|---|---|---|
| Newbie | - | First visit | 50 | One-time |
| Regular | - | 5 visits | 100 | Milestone |
| Loyal | - | 10 visits | 200 | Milestone |
| Elite | - | 25 visits | 500 | Milestone |
| Reviewer | - | Leave review | 75 | Repeatable |
| Referrer | - | Refer friend | 100 | Repeatable |
| Early Bird | - | Book 7AM appointment | 50 | Special |
| Weekend Warrior | - | Saturday service | 75 | Special |
| Maintenance Master | - | 4 oil changes/year | 200 | Annual |
| Social Star | - | Share on social | 50 | Repeatable |
| Birthday Club | - | Service in birthday month | 100 | Annual |
| Streak Keeper | - | 3 months consecutive | 150 | Achievement |
| Fleet Manager | - | 3+ vehicles | 300 | Special |
| Green Driver | - | Eco service | 100 | Special |
| Night Owl | - | Late appointment | 50 | Special |
Badge Configuration UI
The badge setup interface provides an easy way to configure achievement badges for your customers. It includes default badge sets organized into categories like Service, Engagement, Seasonal, and Special badges, and allows you to create custom badges specific to your shop.
Setup Interface Features
- Drag-and-drop to reorder badges
- Icon picker with fun emojis to choose from
- Easy point value configuration
- Simple requirement builder for custom badges
- Preview mode to see how badges look to customers
- Bulk actions to enable or disable multiple badges at once
Custom Badge Creation
Badge Builder Interface
For example, you could create a "Speed Demon" badge with a race car icon for customers who complete express services in under 30 minutes. You can set it to award 150 points, limit it to 5 times per customer, and add a 30-day cooldown between awards.
Requirement Types
Service-Based:
- Service count
- Service types
- Dollar amount spent
- Specific services completed
Time-Based:
- Visit frequency
- Appointment timing
- Seasonal participation
- Streak maintenance
Engagement-Based:
- Reviews left
- Referrals made
- Social shares
- App usage
Special Conditions:
- Vehicle count
- Customer tenure
- Location-specific
- Promotion participation
Database Schema
How Badge Data is Stored
Badge Information: Each badge contains details like the name, icon, description, category, requirements for earning it, point value, and settings for automatic awarding and limits.
Customer Badge Awards: When customers earn badges, the system records which customer earned which badge, when they earned it, how many points they received, and what action triggered the award.
Badge Display & Notifications
How Customers See Their Badges
Profile Display: Customers see their badges organized into sections: featured top badges, recently earned badges, their complete collection, and badges they're close to earning.
Award Notifications: When customers earn a badge, they receive an exciting notification like "New Badge Unlocked! You've earned the 'Oil Change Master' badge" along with the points they earned and options to view or share their achievement.
Gamification Strategy
Badge Progression Path
Beginner Path (0-6 months):
- First Timer → Regular → Engaged
- Focus on onboarding behaviors
- Easy wins to build habit
Intermediate Path (6-12 months):
- Loyal → Champion → Expert
- Reward consistency
- Introduce challenges
Advanced Path (12+ months):
- Elite → Master → Legend
- Exclusive achievements
- Status symbols
Psychology Principles
Achievement Motivation:
- Clear goals
- Progress indicators
- Instant gratification
- Social recognition
Collection Mentality:
- Badge sets
- Completion bonuses
- Rarity levels
- Trading/sharing
Integration Points
Automatic Badge Triggers
Badges are automatically evaluated and awarded when:
- Service completed
- Payment processed
- Review submitted
- Referral confirmed
- Milestone reached
- Special date occurs
Manual Badge Awards
Staff can manually award badges for:
- Exceptional situations
- Contest winners
- Special recognition
- Correction/adjustment
Analytics & Reporting
Badge Performance Metrics
Track badge effectiveness with metrics like:
- Most Earned: Which badge customers earn most often (e.g., "Regular Customer")
- Highest Engagement: Which badge drives the most customer activity (e.g., "Reviewer")
- Best Retention: Which badge correlates with loyal customers (e.g., "Maintenance Master")
- Top Point Generator: Which badge awards the most total points (e.g., "Referral King")
- Rarest Achievement: Which badge is hardest to earn (e.g., "Perfect Year")
Customer Segmentation
Segment by badge achievement:
- Badge collectors (high engagement)
- Milestone achievers (loyal customers)
- Social sharers (brand advocates)
- Maintenance followers (high LTV)
Best Practices
DO's
DO: Start with 10-15 achievable badges DO: Balance easy and challenging badges DO: Use clear, descriptive names DO: Award points consistently DO: Celebrate achievements publicly DO: Create badge sets/collections
DON'Ts
DON'T: Create impossible requirements DON'T: Change badge rules frequently DON'T: Remove earned badges DON'T: Overcomplicate requirements DON'T: Forget to notify customers
Implementation Tips
Launch Strategy
-
Soft Launch
- Enable for new customers first
- Test with staff accounts
- Gather initial feedback
-
Retroactive Awards
- Award historical achievements
- Notify existing customers
- Create excitement
-
Marketing Push
- Email announcement
- In-app notifications
- Social media campaign
- Staff training
Optimization
Monitor and adjust:
- Badge earn rates
- Customer feedback
- Point values
- Requirements difficulty
- Display prominence
Technical Process
Badge Creation
When you submit your badge configuration, the system creates all your selected and custom badges with their requirements, point values, and settings. You'll receive confirmation showing how many badges were created successfully, and then automatically proceed to Step 5 to complete your onboarding.
Common Issues & Solutions
| Issue | Solution |
|---|---|
| Badges not appearing | Check active status and requirements |
| Auto-award failing | Verify trigger events are configured |
| Points not adding | Ensure badge points are set |
| Duplicate awards | Check cooldown settings |
After Configuration
Once badges are configured:
-
Customer View
- Badge showcase in profile
- Progress tracking
- Achievement notifications
-
Staff Tools
- Manual award interface
- Badge management
- Customer badge history
-
Analytics
- Badge popularity reports
- Engagement metrics
- ROI tracking