Badges are one of Rock’s most exciting features. As you add more and more information into Rock, you can quickly become overwhelmed with the amount of data you collect on a person. Badges allow you to summarize key points of information in a graphical way. This allows you to quickly scan the page and familiarize yourself with the individual.

Badges come in two forms: an iconic badge that shows in the Badges block and a label badge that shows in the Person Bio area. While they look very different, they share the same configuration and settings.

Let’s look at the badges that come pre-configured and the steps to add your own new badges.

Pre-configured Badge Types

Rock comes with several badge types pre-configured and ready for you to use. That said, be sure to see the Defining a New Badge section below to learn how to set the badges up and add them to a person's profile. While some of these badges are pre-installed and already visible for you when you first log into Rock, other badges exist as a badge type and will require you to configure and add them before they are visible.

Alert Note Badge

This badge displays when a note for the person exists that's marked Is Alert. This is helpful when you want to highlight at the top of the page that an important note should be read below. This badge has the following settings:

• Note Types - Determines which note types to consider as alerts
• Badge Content - The HTML to display when an alert note exists

Assessments

This badge displays assessment information. The individual icons within the badge will be filled in with color if the assessment has been taken. You can hover over the badge to see a summary of results, from the following assessments:

• Conflict Theme
• EQ Self Aware
• Motivators
• DISC
• Spiritual Gifts

There's so much to know about assessments in Rock that we gave it its own book. Check out Assessments for all the details you'll need.

Attending Duration

Showing all states (new, in weeks, in months and years.)

The Attending Duration badge shows you how long the individual has been a part of the organization. Using the First Visit person attribute it calculates the time span that the person has been attending and then summarizes it by either weeks (if less than 8), months (if less than 24) or years. If the person has started attending in the last week it shows the value as New.

Person Signal Type

The Person Signal Type badge shows how many and what type of Person Signal Types are assigned to an individual. To learn more about Person Signal Types, see the Person Signal Types chapter below.

Personal Devices

The Personal Devices badge shows how many devices Wi-Fi Presence has detected for the individual. Clicking on the badge will take you to a screen where you can view all the devices linked to the individual. From there, you can select a specific device to view all the visits that device has made to your organization’s Wi-Fi network.

16 Week Attendance

It’s often useful to measure how often a family attends. This information will be displayed on the 16 Week Attendance badge. The top bold number is the number of times the family has engaged (e.g., checked in a child, served) in the last 16 weeks.

You'll find that the graph shifts a bit as you look at the various individuals in the family. On adult records the graph shows a summary of all the individuals in the family. A child's record shows just their check-in events.

Family Attendance

While the 16 Week Attendance badge gives you a concrete metric, the Family Attendance badge gives you a wider picture of the attendance patterns over the last 24 months. With this chart, each bar represents one month. The taller the bar, the more often the family attended a weekend service that month. This chart gives you an excellent picture of the attendance trend.

The bar graph on an adult will aggregate attendance for the whole family, while child records will only show attendance for the specific child. However, the badge's configuration can be updated to show individual attendance for adults too.

Baptism Badge

Showing enabled and disabled state.

The Baptism Badge shows if the individual has been baptized, using the Baptism Date person attribute. If the person has been baptized, the water droplet will be bright, and the rollover text will show the date of the baptism. If they haven’t been baptized yet, the droplet will be light.

Serving Badge

Showing enabled and disabled state.

Similar to the Baptism Badge, the Serving Badge shows if the person is a member of a serving team. If so, the clock is dark. Otherwise, it's light.

eRA Badge

This badge shows the eRA status of the current person. See the Person And Family Analytics chapter for more information on this badge.

Labels

Label types on the Person Profile page.

Each label in the Person Bio area indicates a separate badge. These badges show:

• Connected Status: Shows the individual's connected status in green.
• Campus: Shows the individual’s campus in purple. This is hidden if only one campus exists.
• Record Status: This label only shows if the person is marked Inactive.

Last Visit On Site

The Last Visit on Site badge displays the number of days since a person's last visit to a selected site. If the person hasn't visited the site, it won't be displayed. The badge can be configured to link to a page that displays the visitor's sessions and pages that they visited. Rock comes installed with this badge configured for the external site.

Defining a New Badge

You define new badges under Admin Tools > Settings > General > Badges. Here you'll see a list of currently configured badges. You can also choose to create a new badge from this screen.

When you add a badge you’ll provide it with a name, description, entity type and badge type. You can choose to associate the badge with any entity, like a person or a group. The entity type you choose will affect the badge type options available to you. Some badge types require additional configuration.

Let’s look at each badge type and how it can be used.

Achievement

A badge of this type will be displayed when a person has earned the provided Achievement Type. The badge's icon will be the icon configured for the Achievement Type or will be a generic medal icon if the Achievement Type doesn't have an icon configured.

Steps

This badge type allows you to display progress in a step program. You can choose which step program to display and the Display Mode (normal or condensed) for the badge icons. If you want to learn more about Steps badges, there’s a whole chapter for them in our Engagement manual.

Assessment

This type of badge shows the results of assessments taken through Rock. This badge is pre-installed on person profiles out of the box.

Streak Engagement

If you have any streak types set up, you can create badges for them. Badges of this type are somewhat similar to the family attendance badge. This is a great way to quickly and easily show Streak data (in the form of a bar graph) for a person on the Person Profile page.

Giving

This badge type will show up when the person has given at least the amount you specify to specified accounts, within a specific date range. You get to use Lava to determine how the badge looks; by default, it's an icon type badge.

Attended Group of Type

This badge type will show up when the person has attendance in a group of the type you specify, within a set date range. You get to use Lava to determine how the badge looks; by default, it displays the same icon as the group type uses.

In Data View

This badge can be reused any time you have a Person based Data View that contains the people you want to badge. You provide a Data View, and it will show the badge if they are included in it. The icon that's used for the badge is whatever you wish because it comes from whatever HTML or Lava you put into the Badge Content setting. Note that the Person will be included into the Lava merge fields so you can use any property of the person in the display logic of your badge.

This badge type can also be used with Groups or other entities besides Person.

Top Person Signal

A badge of this type will show the top signal that you have stored for the person whose profile you're viewing. Read more about signals here, but remember that signals are ranked. This badge will examine all the signals you have for a person and display the highest-ranked one.

Personal Device

A badge of this type will show how many devices are linked to the person and take you to the page you specify in the badge when it's clicked, so you can see their devices or interactions.

Interaction in Range

A badge of this type will show how many interactions the person had with a specific channel, within a specific date range. When clicked, it will take you to the page you specify (usually the interactions page for the channel, but it could also be a report or another page you create) so you can get more information.

This is useful to see how many times someone visited your website in the last month, or how many communication interactions (received, opened, clicked, etc.) were seen from them in the last week.

Geofenced By Group

The Geofenced By Group badge displays a label of the group name that has a geo-fence that the individual lives within.

Alert Note

This badge type will show up when a type of note which you specify has been added to the entity and marked as "Alert".

Attending Duration

Like the Campus Badge, the Attending Duration is fixed in nature and isn't meant to be re-used.

Campus

The Campus Badge displays a label of the individual's current campus. There’s not much more it does, so it’s re-use is very limited. The Campus Badge isn't shown if you only have one campus in your system.

Family Attendance

This badge drives the 24 Months of Attendance chart. It also provides several settings to allow you to customize it. For instance, if you find the animation on the bars distracting, you can disable it. You can also change the duration from the default of 24 to whatever you wish.

Family Weeks Attended In Duration

This badge powers the 16 Week Metric Badge. It’s probably not that re-usable, but you can change the duration from 16 weeks to whatever value you desire.

In Group Of Type

Unlike the others, this badge type was made to be used often. The Serving Badge uses this badge type. Here’s how it works. You provide a Group Type, and it will show the badge enabled if they are a member of a group of that type or disabled if they aren’t. The icon that’s used for the badge comes from the Group Type's "Icon CSS Class". You can also set the color of the icon.

You can use this badge for all types of groups (think Bible Studies, specific classes, etc.)

In Group with Purpose

A badge of this type will show an icon if they are a member of a group with a specific purpose specified. Out of the box, the most likely purpose you could use this for would be "Serving Area", but since you can create any number of purposes, you can have a different badge for any of them. You don't even need to know Lava to configure badges of these types; just specify the icon and the color you want it to have.

Last Visit on Site

This badge type drives the Last Visit on Site badge. The Last Visit on Site badge displays the number of days since a person's last visit to a selected site. It’s unlikely that this badge type can be repurposed for any other use, but you can choose which Site should be tracked and details of which pages were viewed.

Lava Badge

The Lava Badge is the Swiss Army Knife of badges. This badge takes a Lava template and renders it to the screen. You can learn more about Lava here, but for now think of it as Microsoft Word’s mail merge feature for web development. The badge takes the data on the entity and merges it with your template.

Many of the label badges and the Baptism Badge use this badge type. Feel free to look at their templates to see how they work. You can develop some very powerful badges using this badge type.

To learn more about styling badges in Rock, check out our Rock Badges styling page.

Adding Badges to The Person Profile Page

Once you've defined a new badge the next step is to add it to the Person Profile page. From this page click the ti ti-border-all button in the Admin Toolbar. This will display a block properties button for each block on a page. Hover over the badge block and select its ti ti-settings button. Finally, select the badge you wish to add in the container you want to see it in (e.g., Top Left, Bottom Right), and press Save.

Viewing Badges Using Custom Security Roles

If you create a new security role that should be able to view badges, there's a little extra configuration you'll need to do for the badges to work properly. Without the right setup in place the person will be able to see the badge icons, but the icons won't light up as expected.

Navigate to Admin Tools > Settings > Security > Rest Controllers > Badges and click the ti ti-lock icon to add the new role to each badge that the role should be able to view.

Also don't forget that the person will need permissions for viewing the parts that make up a badge. For instance, a person needs permission to view the Baptism Date attribute in order for the Baptism badge to appear properly. The person also needs permission to view the badge itself.