Awards

Awards are recognition badges you assign to members or companies when their performance data meets rules you define. Each award links to a Data Bucket, uses bucket total results (aggregated per participant), and can show an icon on the member site and on member profiles.

Use awards for tier-style recognition (for example, “Chairman’s Club” when percentage ≥ 100%). A default award catches everyone who does not qualify for any other award in that participant type.

For bucket setup and saving results, see Data Buckets—this guide focuses on the Awards app.

Overview

From Apps → Awards you can:

• Create and edit awards in a single list (dialog-based—no separate detail page)
• Link each award to a Data Bucket (member or company type must match)
• Build eligibility rules with IF / ELSE IF-style formula blocks (conditions on Target, Actual, Difference, Percentage, and point columns)
• Preview who qualifies on the Eligibility tab
• Upload award icons from the gallery or your uploads
• Set a default award per participant type (Member or Company)

Award dialog tabs

Where to find it

• Route: /awards/{programId}
• Side navigation: Apps → Awards

Qualified awards also appear on Members → Members (member profile dialog) and in the Awards component on your program website when configured in Design Studio.

Prerequisites

• An open program with program administrator access
• Editor role (or higher) — required to create, edit, and delete awards
• For rule-based awards:
  • An Active Data Bucket with the same participant type (Member or Company) as the award
  • Bucket total results saved at least once (Save Data Bucket after targets, data imports, and any Target Points Rules)
  • Members or Companies on file with Data Keys matching bucket rows
• For the member site, add an Awards block in Design Studio (optional)

Awards list

The list is a searchable table:

Click new to create an award, or click the award name to edit.

Step-by-step

Create an award

1. Open Apps → Awards → new.
2. On Settings, enter Award Name.
3. Choose Applies to — Member or Company.
4. Choose Select data bucket — only buckets with the same participant type appear. Skip this for a default-only award (see Default award).
5. Optionally add an icon — hover the image area and use Gallery, Upload, or clear the image.
6. Add one or more Rules (see below) if the award is not a default catch-all.
7. Click Save at the bottom of the dialog.

Award names must be unique.

Build eligibility rules (Settings tab)

Rule-based awards need a linked data bucket before you can add formulas (add formula is disabled until a bucket is selected).

Each Rules card is one formula block. Blocks are shown with ELSE between them in the UI; at runtime a participant qualifies for the award if any block’s conditions evaluate to true (same pattern as Tiers when multiple blocks exist).

Inside a rule block

1. Click Add Condition to add comparisons.
2. For each condition, set:
   • Left operand — metrics available from the linked bucket’s visible columns (for example Target, Actual, Difference, Percentage, Target Points, Claim Points, Quiz Points, Total Points)
   • Operator — =, >=, >, <=, <
   • Right operand — another metric or Number (enter a value when Number is selected)
3. Chain conditions with And / Or between rows.
4. Use Save on the rule card (or the main Save at the bottom) to persist the award.

You can add multiple formula blocks with add formula, or remove a block with the delete control on the card.

Preview eligibility (Eligibility tab)

1. Open an award and switch to Eligibility.
2. The table loads participants from the linked bucket’s total results (one aggregated row per member or company).
3. Columns mirror bucket metrics (Target, Actual, points columns, etc.).
4. Qualified shows whether that participant meets any rule block for this award.
5. For Member awards, click a member name to open the member profile dialog.

Open Eligibility after saving bucket data and award rules to verify who would receive the badge. An empty table usually means the bucket has no saved total results yet.

Default award

A default award does not use a data bucket or rules. It applies to all members (or all companies) who do not qualify for any other award of that participant type.

The list shows a green Default chip. On member profiles, if no rule-based award matches, the default award’s name and icon are shown instead.

Only create one sensible default per Member and per Company type for your program logic.

Edit or delete an award

• Edit — Open from the list or row menu. Update name, bucket, rules, icon, or default status, then Save.
• Delete — Row menu → Delete → confirm (requires Editor; disabled on demo programs).

Deleting an award removes it from recognition logic; members who only had that badge will fall back to the default award (if configured).

Award icon

On Settings, use the image area:

• Gallery — pick from program media
• Upload — upload a new image
• Clear — remove the icon

Saving after selecting an image updates the award immediately.

How awards use Data Bucket data

1. Each rule-based award links to one bucket of matching participant type.
2. Eligibility reads the bucket’s saved total result document (participant-level aggregates), not individual Category Key rows.
3. When you Save Data Bucket, totals and point columns refresh; reopen Eligibility or reload the awards list context to see updated Qualified flags.
4. On the member site and member profile, qualified awards display the award name and icon for each matching rule-based award; otherwise the default award applies.

Members can qualify for more than one award at once if they meet multiple awards’ rules.

Tips and limitations

• Editor role required — Observers cannot create or delete awards from the list actions.
• Bucket type must match — Member awards only list member buckets; company awards only list company buckets.
• Save the bucket first — Without Save Data Bucket, Eligibility stays empty and rules have nothing to evaluate.
• Unique award names — Duplicate names are rejected on create or rename.
• Not the same as Tiers — Tiers is a separate app with similar rule UI; awards and tiers can coexist for different member-site components.
• Claim Points — In rules, Claim Points maps to claim/offer points from the bucket (Claims Manager activity).
• Demo programs — Create, save, delete, and uploads are disabled on demo programs.
• No status tabs — Unlike Leaderboards or Target Trackers, awards do not use Active/Inactive/Archive; control visibility on the site via Design Studio and whether rules match live data.

Related

• Data Buckets — Source data and Save Data Bucket
• Targets — Goal uploads
• Data imports — Progress/actual uploads
• Target Points Rules — Point columns used in award rules
• Members — Member profiles show qualified awards
• Companies — Company-level awards
• Tiers — Similar rule-based recognition (separate app)
• Design Studio — Awards component on the member site