Note: Sometimes administrators ask us if they can simply edit a past program, rather than creating a new program from scratch. You should definitely not do this! Instead you will want to duplicate a program or start a new program.
Create a Program
Get There -- Setup > Manage Programs > Create a Program
Click on the “Create a Program” button
Select "Logging" and "Completing Activities" for the ways in which people can earn badges.
Enter Basic Information
-Program Name: What do you want to call this program? The name will be visible to patrons.
-Description: Provide a description of your program. If you have a paper reading log, be sure to link to a PDF (printable) version of the log within the description. You may use html code in your description to add things like italics, boldface, color, and more to the description.
Program Ages or Grades: For what ages or grade level is this program available? Remember, if you are scoping a program according to grade level, you want that registration field to be required on your site.
-Program Position: If you are offering more than one program, determine where it will appear on a patron's page.
-Header Image: Include a program image. The ideal size for this image is 920x351.
-Ages/Grade: Determine if you want this program to be available to patrons based on their age or grade level?
-Program Dates: What are the dates on which this program will be live and available to patrons? Note that in the date fields. If you leave this blank, the program will be considered “ongoing.”
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.
-Staff Only: Choose staff only if you do not want your patrons to view this program. This may be helpful in testing your program before you launch it to the public.
-Alternative Programs: Determine whether you patrons should only participate in this program, or if they can enroll and participate in additional programs.
Required Registration Information: Select which questions you want to require your readers to provide before enrolling in the program. Note that if they already provide this information when they register for Beanstack it is likely unnecessary to require your readers to provide this information again.
At the top of the page you will see the types of logging that you have enable for your program/challenge.
Badge Time Restrictions: Select "Any Time" if you want badges to be earned at any time during a program/challenge, or you select "Restricted" if you want badges to be earned within a specific time frame.
Registration Badge: Including a registration badge is recommended for all programs! Select “Add a Badge.” From there, click on the badge you want to “pop up” upon registration for a reader.
Here you can select badges from different badge groups. If you click on one of the groups, you will then only see badges associated with that group as options below. This is an optional action, and can save you time if you already know the group to which your preferred badges are attached. If you have uploaded your own custom badges they will also show up in the filter options.
Once you select the badge, the ability to add a reward will also become available. You may select an existing reward on your site or create a new reward.
Registration Badge 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.
To add a new reward click on "+Add New" and add instructions on how patrons can receive their reward. Then, click "Save and add".
You can now select your new reward from the registration badge's drop-down menu.
Completion Badge: To create a new completion badge, select Add a Badge. Select the badge image you would like to use.
Ask yourself, at what increments do we want to acknowledge achievement with a virtual badge, or virtual badge and a prize? For example, consider completing this phrase, “I want a reader to earn a badge for having read ___ books/mins/hrs, etc.” You will have the chance to determine what a completion is for a program later in the setup process.
Completion Badge Rewards: Is there a reward available for having completed the whole program? If so, add the badge and reward here. If you plan to connect a completion reward to a logging badge or activity badge, then do not add a completion reward or it will be awarded twice! Set up a completion badge reward the same way you would a registration badge reward.
Logging Badges: To create a new logging badge, select Create a Logging Badge. Then select, "Choose Badge"
Then, choose your log type and “goal.” In this example, we are creating a badge that will be awarded to those who log 1 book.
Keep in mind that reading is cumulative, so you would set logging badges for 100 books/mins/hrs, 200 books/mins/hrs, 300books/mins/hrs, and so on, rather than three badges for 100 books/mins/hrs.
Logging Badge Rewards: Add an existing reward by selecting from the drop-down menu or create a new one by selecting "Create A Reward".
Patrons will receive a notification when they earn a reward, and this will also be indicated for staff to see on the patron’s page.
Certificates: Certificates are automatically generated within Beanstack. They are very basic in design, though can have custom language. Once earned, certificates are available for download by a patron.
Click on "Create a Certificate"
Enter the information as you see fit. Then click "Save and add"
Note: If you have an existing certificate that you want to award as part of a program, we recommend that you create a “reward” called "Certificate" or "Certificate of Completion".
In the reward description, include a link to a printable version of your certificate
Time Restrictions: If a badge may be earned at any time during your program, simply leave this section blank. If not, indicate the dates during which it may be earned.
Activity Badges/Learning Tracks: With points programs, you may highlight activities on the front page of the reader dashboard, or let activities be discoverable in the same way that logging reading would be - through the “log reading and activities” button.
Select “Create a new Activity Badge.”
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.
Do you want this badge to be active now or later? Active badges may be completed at any time.
Do you want this learning track to be visible by patrons? If so, select visible to “Patrons.” Should the program just be available for staff to see? If so, select, “Staff only.”
Are all of the activities in this badge required?
Should someone complete a specific activity badge before being able to complete this one? If so, select a prerequisite learning track. If not, leave that field blank. There are no prerequisite options if you have selected “repeatable” activities for the track.
Optional: Add a reward for completing this track.
Once the “shell” of the track is saved, you may click "Save and add" to add activities.
Select "Add an Activity"
Description: What is the activity/action required? For example, “Attend an event at your 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
-General Activity: May include a link, and once complete, a patron simply clicks on the check.
-Secret Code Activity: You may add a secret code to an activity that a reader must have and enter in order to complete the activity.
-Text Box Challenge Activity: You may add a text-box challenge to an activity that requires the reader to add written text to an activity before it may be checked off as completed.
You can always add or remove activities, and you and easily drag and drop the activities to change their order.
-Points: Remember to indicate the number of points that should be awarded for completing this activity.
NOTE: You can always add or remove activities, and you and easily drag and drop the activities to change their order. Repeat for as many activity tracks as you would like to create per age group.
Adding ticket drawings to your program is optional! Ticket drawings allow readers to determine where they want their entries to go if you have multiple drawing options available to them.
For example, if a reader earns three tickets, they may decide where to allot their tickets based on the drawings available. See this helpdesk article to learn how to create ticket drawing.
Badge Requirements: Determine how many badges are required to complete a program. Which badges must someone earn in order to complete the program, versus which are going the extra mile? If someone must complete all badges, then you are done!
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.
REPEAT for all of the programs you plan to offer!