Digital/Omni: How Do I Create Insight Badges?

You can create your own Insight Badge based on a business question or challenge and criteria.

You can then either;

Or copy an existing badge by selecting the checkbox next to the appropriate badge and then clicking Copy. EDITED recommends this option for speed to insight.

To create and customize a badge, you will need to complete the below steps.

Active: Toggle on for the Action badge to automatically appear on the Action Badge landing page.
Channel: Select Web, Store, or Omni from the dropdown menu.
Name: Type the name of the badge.

Finally, amend the current or set new Criteria for the badge.

First Dropdown: Select fields or metrics, e.g., Department or Product Conversion.
Second Dropdown: Select the rule.
- If you select a field like Department, the rules will consist of options such as Is, Is not, Contains, etc.
- If you select a metric like Product Conversion, the rules will consist of options such as less than, more than, equal to, etc.
Third text box: add specific criteria that you want to apply.
- For a field-like department, this could be Dresses.
- For a metric like Product conversion this could be a numerical target like 50.
Use the first dropdown to select fields or metrics, e.g., Department or Product Conversion.
Select the rule.