Introduction
The page describes Badges V2. The page is available if the Badges V2 module is enabled for the event (in Plan > Configure > Options). You can have multiple badge layouts per event; for example, different layouts for different attendee types. A badge can include the attendee's fields formatted as required, a logo or image, one or more barcodes, formatted text, and the attendee's profile picture. The older Badges V1 module remains available for backward compatibility, but provides less flexibility. For example, Badges V1 supports only one badge layout per event, does not support multibyte character sets, allows only one barcode per badge, supports only two barcode types, and does not include profile pictures. See the Badges V1 help topic. See the Badges Quick Guide for an illustrated PDF guide explaining the process in detail.
Printing Badges
Printing badges is possible after saving a badge layout. You can print multiple badges from a report by selecting records on the Report Results screen, selecting a badge layout on that screen, and then clicking either PDF (to create a PDF file) or Print (to print directly to a printer). You can print an individual badge from a registration record by clicking Print Name Badge on the Attendee Overview page. You can attach a PDF of a badge to an email (for example, in Plan > Communication > Email Templates). When a badge is printed, the attendee's Badge Printed status is set to Yes, and the Badge Print Date is recorded and can be used in a report as a data column or as an advanced filter. Caution: Select 100% fit in your printer settings when printing badges. Scaling to “fit to size” may misalign badges on stationery.
Configuring Badge Layouts
Badge Layout(s)
This section lists existing badge layouts in the current event, showing the following details for each one:
- Badge Layout Name – The name given when first creating it (e.g., "Exhibitor" or "Exhibitor Badge").
- Template – The Avery (or other) template selected when the badge layout was created (e.g., "Avery 5384"). See List of templates.
- Last Modified – The date and time the layout was last edited (blank if not edited since first saved).
- Action – Icons for Edit, Copy, and Delete the badge layout.
Adding a Badge Layout
Video: Name Badge (3 min). To add a new badge layout:
1) Click Add New.
2) Enter a unique Name for the layout. Note: You cannot change the name of a badge layout once it has been saved.
3) The full-page-width WYSIWYG layout design section opens, in which you can configure your new badge layout. The design section consists of three columns. From left to right these are:
- Add Fields to Badge Layouts
- Layout Editor
- Barcodes and Banners (with tabs Barcodes, Logo, and Pic)
Add Fields to Badge Layout
In the Add Fields to Badge Layout column on the left, click one of the listed data fields to add it to the layout. It will be placed in the first empty spot unless you first click the spot where you want it placed. The fields available include:
- Profile Fields: First Name, Last Name, Badge Name, Position, Mobile Phone, Email, Organization, Prefix, Suffix, Profile PIN (Unique ID), Weblink, Address Line1/2/City/State/Country/PostalCode, Facebook, Google+, LinkedIn, Twitter.
- Registration Fields: Registration Code, Attendee Type, Agenda Sessions.
- Event Fields: Event Name, Event Code.
- Profile Questions: Any custom profile questions set up for your account by an Administrator (on Account Settings > Registration > Profile Data).
- Custom Registration Questions: Any custom registration questions you have set up for the event (on Plan > Event Setup > Questions).
- Event Questions: Any custom event questions set up for your account by an Administrator (on Account Settings > Management > Event Data).
Caution: If you include custom questions, ensure that the answers will be short enough to fit onto the badge. Longer answers will be truncated. You can limit the fields shown in either or both of these two ways:
- Type part of a field name in the top Search box.
- Select a filter in the -- Select fields -- drop-down list: Profile, Registration, Event, Profile Questions, or Event Questions. If Profile Questions, Custom Registration Questions, or Event Questions are not included as filter options, that’s because none have been set up.
Layout Editor
When creating a new badge layout, first select an Avery (or other) Template from the drop-down list at the top of the central column. As you select a template, the layout editor below it resizes to match. Important Note: You cannot change the template after you have saved a badge layout, but you can change it while editing a new badge until you first click Save. Enable Auto Sizing: If this checkbox is selected, a data field shrinks to fit if the selected font size makes the text too large to fit the badge width. If the checkbox is left clear, the text wraps onto the next line at the same font size. In the WYSIWYG Layout Editor, add text by typing or copying/pasting in the unlabeled white box in the central column. Format the dynamic data fields you have added above, along with the custom text, using the usual controls for font family, font size, color, bold, italic, alignment, etc. Click Live Preview to open a pop-up window showing an example of a badge as it will look when printed.
Double-Sided Badges
By default, you design the Front of a badge, as shown by the Front tab label at the top of the section. For appropriate Avery templates, there is also a Back tab. You can:
- click Back to design the back of the badge, and
- click Front to switch back to designing the front, or
- design only the Front, and select Make front and back the same.
Barcodes and Banners
There are three tabs within Barcodes and Banners on the right: Barcodes, Logo, and Pic. From each tab you can drag an item onto the badge layout and resize it by dragging its corners. Barcodes must first be set up on Manage > Badges and Barcodes > Barcodes. To add a barcode:
- Select Barcode – choose the barcode in the drop-down list of those set up on the Barcodes page.
- An illustration of that barcode type is shown on the right.
- Drag that barcode image from Barcodes and Banners onto the Layout Editor to resize it.
Note: The barcode shown in the Layout Editor and Live Preview is only the illustrative one shown in the Barcode and Banners column; it is not live data.
Logo
To upload a Logo or other image to use, click Upload Image and select the file. To use it on a badge, drag it from the Logo tab onto the Layout Editor. If multiple images are uploaded, only one is visible at a time; use the < and > buttons to view others and drag the required one onto the badge.
Pic
To include the attendee's profile picture on the badge layout, drag the abstract "headshot" placeholder image from the Pic tab onto the Layout Editor and resize it.
Badge layouts belong to an event
Badge layouts are part of an event. You can copy layouts within an event, but not from one event to another. They are not included when you copy an event. Registration custom questions differ from one event to another, but can be included on badges.
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