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: 

  1. You will first need to pull any contact with the badge that you want to remove by navigating to the Reports page

  2. Access Contacts 

  3. Click on Filter in the contacts report 

    1. Include marketing lists or anyone that would have the badge you want to remove

    2. Be sure to dates are set to Any so that the system grabs all relevant donors 

  4. Include the Badge(s) that you want to remove from the system

  5. Click on Run Report 

  6. Go to Add > Add Badges

  7. Input and Apply the correct badge(s) to those people in that report 

    1. 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:

  1. Once your contacts have the right badge(s) applied to them (see above)

  2. Go to your Profile by clicking on the initials in the upper right corner 

  3. Click on Settings

  4. Scroll down and click on Badges

  5. Click on the (x) next to the Badge that you want to remove

  6. Validate that the removal cannot be undone and click Yes, Delete