Creating a Non-Points Program

 

Note: See Administrative Setup Guide for more detailed instructions

Get There -- Setup > Manage Programs > Create a Program

Actions --

  • Click on the “Create a Program” button
  • Select the ways in which you want to award badges and/or prizes for your program. Note: If reviews or points are not activated on your site, you will not see those options.
  • Enter basic information and imagery about your program
  • Staff Only or For Patrons/Customers: Is this program intended to be only for those with staff level access? If so, select “yes,” only for staff members. This is a setting you may change later.
  • Set Up Program Level Badges:
    • Registration Badge and Prize: Do you want to include a registration badge? This is recommended for all programs. If so, select “Add a Badge.” From there, click on the badge you want to “pop up” upon registration for a reader. Once you select the badge, the ability to add a prize will also become available. You may select an existing reward on your site or create a new reward.
    • Set up Rewards: Once you add a reward, it will be available to use for other programs as well. Keep in mind that the “Instructions for recipients” will appear with a badge when it is earned, will remain on the reader’s dashboard, and will also go to their email as a notification. For example, you may want to indicate a “pick up by” date for a prize in the instructions.
    • Completion Badge and Reward: Is there a reward available for having completed the whole program? If so, add the badge and reward here.
  • Set Up Logging Badges: If you want to re-use existing logging badges and their associated prizes, you may do that by selecting Add Badges.  If you want to create a new logging badge, you will select Create a Logging Badge.
    • Click on the image that you want to use first, so it lights up. 
    • Choose your log type and “goal.” 
    • You may then add an existing reward or create a new one. See “rewards” above for more detail. If you do select a reward, that reward will be earned when a patron earns this badge. They will receive a notification, and this will also be indicated for staff to see on the patron’s page.
  • Review Badges: Follow the same steps with reviews as with logging badges. The only difference with review badges is that you will not choose “type,” as the type is assumed to be a review. These are badges that will be earned after someone has submitted a written (or picture) review on your site.
  • Activity Badges (aka Learning Tracks): To include activities as a part of your program, select “Create an Activity Badge.” Activities in Beanstack are managed through what we call learning tracks. You may set up one or a series of activities in a “track,” and then require that all or a subset of them be complete.  
  • Enter a title and a short description. 
    • Select the badge that will be earned when this learning track is complete.
    • Select the parameters for this activity badge/learning track. 
    • Optional: Add a reward for completing this track.
    • Once the “shell” of the track is saved, you may add activities.
        • Description: What is the activity/action required? For example, “Attend an event at the library.”
        • Link title will be the text that is hyperlinked should you want to include a link.
        • Link URL is the link to which you may send someone for further information
        • Add individual activities.
  • Set Completion Requirements: Determine how many and/or which badges are required to complete a program. 

 

SAVE YOUR PROGRAM!

  • Draft -- Save as a draft if you do not want this program to be visible to any patrons or staff members.
  • Published -- Once you save a program in a “published” state, it is live on your site. Even if the start date for the program is in the future, if the program is published, it would then be available for pre-registration.
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