---
schema_version: "1"
id: 50596ed0d178063950da0d6999db85f84810d01950bdc2d353d947dde9a7aadc
title: Create Loyalty Program Badges
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/member_badges_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.member_badges_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6db4a565c05e8b8e18362e53d48d1360f4b4f10c71829b885910003c0bdd3cb
description: Create Loyalty Program Badge records to define badges to assign to members based on your company’s requirements. For example, you can create badges for each of the tiers in your loyalty program or to recognize the top contributors on the program’s community.
products:
  - Loyalty Management
release: "264"
---
# Create Loyalty Program Badges

Create Loyalty Program Badge records to define badges to assign to members based on your company’s requirements. For example, you can create badges for each of the tiers in your loyalty program or to recognize the top contributors on the program’s community.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Loyalty Management - Growth or Loyalty Management - Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73010e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e72 ">To create loyalty program badges:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e72 ">Loyalty Management</td>

          </tr>
        </tbody>
      </table>

Before you create a Loyalty Program Badge record, here’s how some of the key fields in a Loyalty Program Badge record work:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d73010e109">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d73010e112">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Validity Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">
              <p>Specify whether the badge must be valid for the assigned members for a period or until
                a particular date.</p>
              <ul>
                <li>Fixed Date: The badge is assigned to members until the date you specify in the Validity
                  End Date field.</li>
                <li>Period: The badge is assigned to members from the assignment date until the duration
                  specified in the Validity Duration and Validity Duration Unit fields.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Start Date</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">The date from when the badge can be assigned to members.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Validity End Date</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">For Fixed Date type badges, specify the date until when the badge can be assigned to
              members.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Validity Duration</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">For Period type badges, specify the number of days or months until when the badge can
              be assigned to members.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Validity Duration Unit</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">For Period type badges, specify whether the number provided in the Validity Duration
              field represents days or months.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Image</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">
              <p>Upload an image that represents the badge. Ensure that the image is less than 5 MB.
                The supported formats are JPG, PNG, and BMP.</p>
              <p style="margin-bottom:0;">After you save the record, the image is saved
                as a file in your instance.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e109 ">Status</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d73010e112 ">Specify the status of the badge. Only active badges can be assigned to members using
              the Assign Badge to Members action in loyalty program process rules.</td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_tip.png)

Tip When assigning badges, you can overwrite the member badge’s validity end date that’s calculated based on either the validity end date or the validity duration and unit.

1. On the Loyalty Program tab of the Loyalty Management app, select the program for which you want to create a badge.
2. Click **Loyalty Experiences**.
3. On the Loyalty Program badges related list, click **New**.
4. Define your badge.
5. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png)

Example

A loyalty program manager wants to create a badge to assign to the top collaborator on the program’s community page until the end of the year. Here’s how the Loyalty Program badge record is defined for the badge:

- Name: Top Contributor
- Validity Type: Fixed Date
- Start Date: January 1, 2022
- Validity End Date: December 31, 2022
- Image: ![Loyaty Management logo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/loyalty_management_logo.png)
- Status: Active

After you activate your badges, use these actions in loyalty program process rules:

- Assign Badge to Member: To assign badges to members.
- Check Member Badge Assignment: To check whether a member is assigned a particular badge.