Introduction
The page described here is available if the Badges V2 module is enabled for the event (Plan > Configure > Options).
To print attendee badges in Certain, you first need to set up a badge layout on this page.
You can have multiple badge layouts per event; for example, different layouts for different attendee types.
A badge can include the following, all formatted and precisely placed:
- your choice of fields from the attendee's record, formatted as required.
- a logo or other image(s).
- one or more barcodes (of different types).
- formatted text.
- the attendee's profile picture.
Note: The older Badges V1 module remains available for backward compatibility, but provides much less flexibility.
See the Badges Quick Guide for an illustrated PDF guide explaining the process in detail.
Printing Badges
After saving a badge layout, you can print multiple badges from a report by selecting records on the Report Results screen.
Then you can select a badge layout on that screen.
Then you can click PDF to create a PDF file.
Or you can click 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 (e.g., 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.
The Badge Print Date 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" (or similar) may misalign badges on stationery.
Configuring Badge Layouts
Badge Layouts
This section lists any existing badge layouts in the current event, showing the following details for each one:
- Badge Layout Name – The name given when first creating it.
- Template – The Avery (or other) template selected when the badge layout was created.
- Last Modified – The date and time the layout was last edited (blank if not edited since first saved).
- Action – The icons for Edit, Copy, Delete.
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.
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 on the layout unless you first click the spot in which you want it to be placed.
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.
- Custom Registration Questions: Any custom registration questions set up for the event.
- Event Questions: Any custom event questions set up for your account.
Caution: If you include custom questions, ensure that answers will be short enough to fit onto the badge. Long answers will be truncated.
You can limit the fields shown in either or both ways:
- Type part of a field name in the Search box at the top.
- Select a filter in the -- Select fields -- drop-down list: Profile, Registration, Event, Profile Questions, or Event Questions.
Examples are provided to illustrate restricting the list.
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. See List of templates.
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. You can change it while editing a new badge, up until the moment you first click Save.
Enable Auto Sizing – If this check box is selected, a data field shrinks to fit if the selected font size makes the text too large to fit the width of the badge. If the check box is left clear, the text wraps onto the next line, remaining at the selected font size.
In the WYSIWYG Layout Editor, the unlabeled white box in the central column, add text by typing or copying/pasting. Format the dynamic data fields you have added above, and the custom text you add, using the usual controls for font family and 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 are designing 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. So 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 the Make front and back the same check box.
Barcodes and Banners
There are three tabs within the Barcodes and Banners section on the right: Barcodes, Logo, and Pic.
From each one you can drag an item onto the badge layout, where you can drag its corners to resize it.
Barcodes
Note: Barcodes must first be set up on Manage > Badges and Barcodes > Barcodes.
To add a barcode:
1. Select Barcode – Select the barcode in the drop-down list of those set up on the Barcodes page.
2. An illustration of that barcode type is shown on the right.
3. Drag that barcode image from the Barcodes and Banners column onto the Layout Editor, where you can resize it by dragging its corners.
Note: The barcode shown in the Layout Editor, and in the Live Preview, is only the same 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 find the file on your computer.
To use it on a badge, drag it from the Logo tab of the Barcodes and Banners column onto the Layout Editor.
If you have uploaded multiple images, only one is visible at a time. Click the < and > buttons to display the others in turn, and drag the required one onto the badge layout when it is visible.
Pic
To include the attendee's profile picture on the badge layout, drag the abstract "headshot" placeholder image from the Pic tab of the Barcodes and Banners column onto the Layout Editor, where you can resize it by dragging its corners.
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.)
Videos: All Certain University videos about Badges and Barcodes
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