Having multiple or new users, may require you to complete some data clean-up as everyone is learning and using the platform. In particular, users may create new badges whether that is from not knowing the correct badge that already exists, not doing a full search of badges or misspelling a badge in a search. All of which may cause the creation of an unwanted badge or a duplicated badge. Follow the below steps to clean-up your contact badge data.
To correct a badge:
You will first need to pull any contact with the badge that you want to remove by navigating to the Reports page
Access Contacts
Click on Filter in the contacts report
Include marketing lists or anyone that would have the badge you want to remove
Be sure to dates are set to Any so that the system grabs all relevant donors
Include the Badge(s) that you want to remove from the system
Click on Run Report
Go to Add > Add Badges
Input and Apply the correct badge(s) to those people in that report
For example: if you want to update contacts that have the wrong badge of email to e-mail you will apply the e-mail badge to this group
To Delete a badge:
Once your contacts have the right badge(s) applied to them (see above)
Go to your Profile by clicking on the initials in the upper right corner
Click on Settings
Scroll down and click on Badges
Click on the (x) next to the Badge that you want to remove
Validate that the removal cannot be undone and click Yes, Delete