Designing an On-demand Badge Template

An event planner can design a custom on-demand badge template with information specific to the event and the attendee. The badge template could include information such as event graphics, attendee personal information (i.e. attendee name, company name, city, state, etc.), attendee identifying information (i.e. member status or access level (Full Conference vs Exhibit Hall Only)) and/or a QR code for session scanning and/or lead retrieval. The on-demand badge can be 4" x 3" or 4" x 6", and either single- or double-sided. The decision of what badge size to use is based on the amount of information that will be included on the badge. 

Creating an On-demand Badge Template

To create an on-demand badge template, access the Registration Control Center for the event. 

1. Select On-Demand Badge Templates under the Check-in and Badging section.

2. Select the Add new badge button at the top right of the page.

3. In the pop up that appears, enter a name for the on-demand badge template and select a badge size from the drop-down menu and select Submit.

Adding Attendee Information 

Attendee information such as name, position, company, city, state, country, etc. can be added to the on-demand badge template. To add attendee information, follow the steps below: 

1. From the Attendee Info menu on the left, use the drop-down arrows to view and select the field(s) of data to include on the badge. 
2. Drag and drop the information onto the badge area to add it to the badge.

The following text properties can be adjusted. 

Wordwrap	The system will automatically wrap long strings of text to the next line when it reaches the margin of your badge. This is the default setting for attendee information fields added to the badge template. Leaving the setting as is could result in text overlap as the system will not automatically adjust spacing on your badge if a long string of text (such as a long company name) takes up several lines on the badge.
Auto size	The system will automatically adjust the font size so that the text fits the width of your badge and does not wrap onto a new line.
Font family	Choose from Arial, Helvetica, Courier or Times New Roman as the font for the text on the badge.
Font size	Adjust the font size for the text on the badge.  NOTE: Selecting Autosize will override the font size selection.
Text alignment	Select left, center or right justification for the text on the badge.
Text color	The font color can be adjusted on the badge template, but the on-demand badge can currently only be printed in black and white.
Text capitalization	This feature adjusts the capitalization rules for attendee data.
Text decoration	Select bold, italicize, or underline for the text on the badge.

Adding Images 

A variety of images and/or logos can be added to the on-demand badge template. To add an image or logo to the badge template, follow the steps below: 

1. From the Images menu on the left, use the drop-down arrow to upload or select images to include on the badge. 
2. Select Upload new image to add an image to the custom badge designer.
3. Drag and drop the uploaded image to the on-demand badge template. 
4. Click and drag the bottom left corner of the image to adjust the image size.

5. To add an image (i.e. an event logo) for layout and preview purposes only, select For Badge Layout and Preview Purposes only (Image will not print on badge) checkbox in properties menu on the right of the screen.

Adding Custom Text-based Information

Additional text-based information, beyond attendee information, can be added to the on-demand badge template. To add custom text-based information to the on-demand badge template, follow the steps below: 

1. From the Text menu on the left, select Add text and drag and drop the text box onto the badge template.
2. Enter the text as it should appear on the badge and adjust the size, font, alignment, etc. as desired using the properties described above

QR Codes 

QR codes, to be used for session scanning and lead retrieval, can be added to the on-demand badge template. To add a QR code to the on-demand badge template, follow the steps below: 

1. From the QR Code menu on the left, select QR Codes and then drag and drop the QR code onto the badge template. 
2. Click and drag the bottom left corner of the image to adjust the QR code size. Hold down the shift key while adjusting the QR code size to maintain aspect ratio.

To confirm the correct QR code has been loaded for the event, reach out to the appropriate Project Manager.

Advanced Settings 

Conditional logic can be applied to the attendee information, images, custom text-based information, and/or QR codes on a badge template. When applied, this logic can restrict, or filter based on registration fees or answers to questions on the registration field (User Defined Field values). To adjust the advanced settings of information on the badge template, select that piece of information and follow the steps below: 

1. Select +Show Advanced 
2. Adjust the advanced settings to restrict or filter the information on the badge
   

Final Touches 

To create a double-sided badge with the exact same content on the front and back of the badge, check the Mirror Front and Back of Badge checkbox at the top of the on-demand badge template creation tool. 

1. Use the Preview button at the top right to see the badge layout using the first registrant record for the event. 
2. After the badge template is complete, select Save and Close to exit the badge template creation tool.

To learn more about the next steps for implementing Check-in and Badging at your event, return to the Check-in and Badging Event Planner's Guide.