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Steps for creating and loading 'badges'

Steps for creating and loading 'badges'

Owned by Brian McLaren (Deactivated)
Last updated: Apr 07, 2020


Step-by-step guide

  1. Create Badge Types
  2. Create Badge Workflows
  3. If you are manually loading badges you would then do that. If not they will be created when a Sales Order is paid with a receipt or posted as an Invoice.


Badges are often used in pricing rules (for things like a member discount). You may find a need to bulk upload badges to a large group of people.



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