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How to Use Badgr with Zapier

How Zapier and Badgr work together, an example of how to set up a Zap and a preview of the templates available to users.

Badgr has decided to partner with Zapier which means that users now have a lot of new and exciting options for automating badging. In this article, we will walk you through how Zapier works as well as some templates we’ve set up with them to make your badging process even more efficient than before. 

When you first connect with Badgr on the Zapier site, you will be prompted to select either Badgr US, Badgr EU, Badgr AU, or Badgr CA. Please select the location that corresponds with the server that your Badgr account is on.

 

Setting Up A Zap 

The basic idea behind Zapier is that one action begets another.

To get a better idea of how Zapier works here is an example of how adding a new email address to a document on the application Google sheets can trigger a badge award. 

First, you choose the application from which you want a badge award triggered. The trigger event we’ve selected for this example is “Create New Row.”

After clicking on continue, you will be asked to enter the email address or login associated with the app from which you are triggering the Zap. 

In this case of Google Sheets, the next step is to link to the specific sheet and worksheet from which the Zap will be triggered.

To make things easier for you, Zapier automatically tests the sheet for you to make sure it works.

 

From the Zapier site:

“Zapier will attempt to find a recent item from your trigger app to use in the Zap. For example, if your trigger is a new email in Gmail, Zapier will pull in a recent email you've received. This email can then be used as test data in an action step later in the Zap. If you want to use a different item, you can change the test data in your Zap trigger.”

Next, we connect the tested Trigger to Badgr.

Next, select your app. The App we’ve selected is Badgr Australia (This is why it’s important to choose the correct server initially). 

Like we did when we were setting up Sheets above, we will now connect Zapier to our account on the Badgr Australia server. This should be easy since we selected the Badgr Australia app when we began this process.

Next, we will be prompted to set up the details of the Badge Award.

You will be able to select from any of the issuers associated with your account, and then, any of the badges associated with that issuer.

Under recipient, you will indicate where the tool will be able to locate the badge recipient in the other connected app and from there you can personalize the nature of the badge like you would if awarding the Badge on Badgr.

 

Zap Templates from Badgr

We hope you enjoy using the templates that Badgr has built using Zapier and that it makes your Badging programs and initiatives that much more successful.