Badges Overview 💜

Badges are flexible identifiers that can be added to contact records in DonorDock to help you categorize, organize, and segment your contacts.

Badges can be used to track information such as:

• Donor characteristics or demographics

• Communication preferences

• Volunteer or board involvement

• Event participation

• Special groups or internal classifications

• Any other information your organization wants to use for segmentation

Badges are generally intended to be long-term tags that remain on a contact record until they are manually removed. A contact can have multiple badges, and there is no limit to the number of badges that can be assigned to a contact.

Badges can be added in several ways throughout DonorDock, including directly from a contact record, from reports, during an import, through Online Giving Pages, and through Automations and Journeys.

Add or Remove a Badge on a Contact

You can add or remove badges directly from an individual contact record.

Find the Contact

1. Navigate to Contacts > Contacts.

2. Use the search bar to locate the contact.

3. Click the contact's name to open their contact record.

You can also use the List View dropdown to narrow the contacts displayed. By default, the All Contacts view is shown when you first navigate to Contacts.

Add a Badge

1. The badge area is located after the divider next to the Contact's display name at the top of their record.

2. Click the Pen icon next to the contact's badges

3. Search for an existing badge or type a new badge name.

4. Select the badge or badges you want to apply from the dropdown

5. Click outside of the badge box when finished to return to the contact record

If the badge does not already exist in DonorDock, you can create it directly from the badge box. Type the full name of the new badge, then select the option from the dropdown showing the badge name followed by (new). Selecting this option creates the new badge and assigns it to the contact.

Remove a Badge

When editing badges for an individual contact, click the X on a badge tag to remove that badge from the contact.

Add a Badge to Multiple Contacts from the main Contacts view

You can also add a badge to multiple contacts directly from the main Contacts table.

1. Navigate to Contacts > Contacts.

2. In the Contacts table, use the checkboxes on the left to select the contacts you want to update.

3. Click the Lists action on the right.

4. Select Badge.

5. In the badge box, search for or enter the name of the badge you want to apply.

6. Select the badge from the dropdown.

7. Click Apply.

The badge will be added to all selected contacts, and you will be returned to the Contacts list view.

Add Badges to Multiple Contacts from a Report

Reports are a convenient way to apply a badge to a group of contacts that meet specific criteria.

For example, you could create a report of donors who gave more than a certain amount and apply a Major Donor Prospect badge to everyone in the report.

Run a Report

1. Navigate to Reporting > Reports.

2. Open an existing Contact, Gift, or Activity report, or create a new report.

3. Click the blue Filters button.

4. Add the filters needed to identify the contacts you want to badge.

5. Click Run Report.

Click Save As if you want to save the report and its filters for future use.

Apply the Badge

1. Once the report contains the contacts you want to tag, click the Add button on the right next to export

2. Select Badges as the add type

3. Search for an existing badge or enter a new badge name.

4. Select the existing badge from the dropdown, or select the option marked (new) to create a new badge.

5. Click Apply.

6. DonorDock will display a success message when the request has been received.

If your report contains hundreds of contacts, it may take a few minutes for all contacts to finish processing. You can navigate away from the report after receiving the confirmation that the request has been received.

Add Badges During an Import

Badges can also be added to contacts during a contact import in two different ways.

Include Badges in Your Spreadsheet

Add a column for Badges to your import file.

For each contact, enter the badge or badges that should be assigned to that contact. If a contact needs multiple badges, separate each badge name with a comma.

For example:

Major Donor,Monthly Donor,Board Member

Continue through the normal import process and map your badge column to the appropriate Badges field.

How Badge Imports Work

• If the badge name exactly matches an existing badge, the existing badge will be applied to the contact.

• If the badge does not already exist, DonorDock will create it and apply it to the appropriate contacts.

• Multiple badges can be added to the same contact during an import.

• Imports can add badges, but they cannot be used to remove existing badges.

Apply the Same Badge to an Entire Import

If every contact included in an import should receive the same badge, you do not need to include the badge in every spreadsheet row.

After the import has completed:

1. Locate the completed import.

2. Click Apply Badges on the import record.

3. Search for or enter the badge you want to apply.

4. Click Apply.

The badge will be added to all contacts included in that import.

Rename an Existing Badge

If you need to correct or update the name of an existing badge, you can rename it without creating a new badge.

1. Navigate to Contacts > Contact Lists.

2. Locate the badge you want to update. Badges are listed on the left side of the page, while Marketing Lists are listed on the right.

3. Click the Pen icon next to the badge.

4. Enter the updated badge name.

5. Click Save.

Renaming the badge updates the badge itself rather than requiring you to reapply a new badge to each contact.

Automatically Add Badges from Online Giving Pages

Contacts who donate through a DonorDock Online Giving Page are automatically assigned certain system badges.

Depending on their donation, these may include:

• Online Donor

• Recurring Monthly Online Donor

• Recurring Annual Online Donor

You can also configure additional badges for individual Giving Pages. This is helpful when you want to identify donors based on the specific campaign, event, initiative, or page through which they gave.

For example, a Giving Page for a spring appeal could automatically assign a 2026 Spring Appeal Donor badge to everyone who makes a gift through that page.

Additional badge tracking is optional. If you do not want a Giving Page to assign an additional badge, you can leave the badge field blank.

Set a Badge on a Giving Page

1. Navigate to Online Giving.

2. Click the Pen icon next to the Giving Page you want to edit.

3. Scroll to the Tracking section.

4. Under Contact Tracking, search for an existing badge or enter a new badge name.

5. Select the badge you want donors from that page to receive.

6. To remove a badge from the Giving Page configuration, click the X next to the badge.

7. Click Save at the top of the Giving Page.

These badges will be applied to contacts who complete donations through that Giving Page.

Add Badges Through Automations and Journeys

Badges can also be added automatically through DonorDock Automations and Journeys.

An Automation begins with a specific event, called a Trigger, and can include a series of automated steps that take place after that trigger occurs. Adding a badge can be configured as one of those steps.

For example, an Automation could:

• Add a New Volunteer badge after someone submits a volunteer signup form.

• Add a Major Donor Prospect badge when a donor meets specific criteria.

• Add a campaign-specific badge as part of a donor Journey.

• Add a stewardship or engagement badge when a contact reaches a particular stage of an Automation.

Each Automation can contain up to 20 steps, and automated actions can be scheduled for up to 365 days after the trigger.

Choosing How to Use Badges

Because badges are flexible, each organization can determine how they want to use them. It is helpful to establish consistent naming conventions so team members understand what each badge represents.

Good badge names are specific enough to be meaningful without creating unnecessary duplicates. For example, rather than creating several slightly different versions of the same badge, your organization may choose a standard naming convention such as:

• Board Member

• Volunteer

• Major Donor Prospect

• 2026 Gala Attendee

• Prefers Mail

• Scholarship Interest

Keeping your badge structure organized makes it easier to search for contacts, build reports, create Marketing Lists, and use badges as criteria throughout DonorDock.