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Setup of Available Community Badges

This module allows customization of badge display, including size, alignment, and sort order, enhancing the user experience.


  1. Accessing Member Profile Badges

    • Log into HubSpot.

    • Navigate to the member profile page where badges are displayed.

  2. Editing Member Profile Badges

    • Click on the badge you wish to move.

    • Drag the badge to the desired position on the member profile page.

    • Click "Update" to save changes. Note that this change will affect all member profiles globally.

  3. Assigning Badges to Individual Members

    • Go to the CRM and select "Contacts."

    • Search for the member (e.g., Remington) and open their contact record.

    • Locate "Cohortium Profile Properties" in the bottom left.

    • Find the "Cohortium Badges" field and click to edit.

    • Add or remove badges as necessary.

    • Click "Save" and refresh the member's profile to see the updated badges.

  4. Creating and Modifying Badges

    • Click the gear icon in the top right corner and select "Properties."

    • Type "Cohortium" in the search bar to find "Cohortium Badges."

    • To change the order of badges, click and drag items in the property settings and hit "Save."

      Screenshot 2025-03-06 at 5.39.19 PM

    • To add a new badge, click "Add Option," enter the label, and upload the badge image (preferably PNG for transparency).

    • Upload the badge image to the "Cohortium and Badges" folder in the file library.

  5. Automating Badge Assignment

    • Navigate to "Workflows" and create a new contact-based workflow.

    • Name the workflow (e.g., "Helpful Badge for First Thread").

    • Create actions first by selecting "Edit Record" and searching for "Cohortium Badge."

    • Choose "Append to Current Values" and select the badge to be added.

    • Set up trigger criteria by filtering when a contact is associated with a thread as an author.

    • Review and publish the workflow to activate it.