Creating Name Badges

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With the Badges and Certificates feature, you can create a name badge, decide who will receive it, and design it down to the letter. 
 
NOTE: These instructions are for the New Experience. If you haven't already, click Switch Now in the top of your account to follow the steps.

Creating Name Badges
1 Access the Badges and Certificates page. Begin by selecting your event. From the left-hand navigation, click Attendees, then Badges and Certificates.

Click Create New.

Or create a name badge or certificate template to use across your events. 
Click the  icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, click Templates, then Badges & Certificates. Hover over Actions and click Create Badge.

2 Enter the basic information. Name the badge and enter a Display Name. The display name will appear to invitees who are allowed to print their own badges. Next, select the type. If you want to create a certificate, you can select this from the Type dropdown. Only one type of badge or certificate can be assigned to each registration type. 

 
Fill out basic information for your name badge
 
Select the Stock. If you plan on using OnArrival Premium to print name badges onsite, select OnArrival Name Badge as the badge type, but keep in mind that this badge type does not support the following: event and session custom fields, conditional logic that depends on agenda items or event feedback, any fee or payment data, and continuing education credits, agenda item, and invoice data tags. If you need these features, select Name Badge as the badge type instead, but do not add both badge types to your event. OnArrival will automatically detect the OnArrival Name Badge when printing onsite and ignore all other badge types.

Choose a stock size based on the badge stock you've purchased.
If you're using OnArrival Premium or an Event in a Box to print badges onsite, select OnArrival 3"x4" stock (single sided) for single-sided badges, or OnArrival 6"x4" stock (double sided 3"x4") for double-sided badges.
 
NOTE: To add a custom stock, click the ellipsis (...), enter the required fields, and click Create Stock.
 
If you choose Agenda Item Ticket as the badge type in an event, a new section appears. In the Agenda Item section, click Add Item and specify which admission items, sessions, tracks, or optional items will be included in this ticket. Click OK. A product ticket will be generated for every selected item.

Determine who can print this name badge.
 
NOTE: If you're using OnArrival Premium or an Event in a Box to print badges onsite, you must associate all registration types to the name badge.

3 Set overrides, if necessary. If you're creating the name badge directly from an event, this section will appear. In the Badge Overrides section, you can give fellow account users and registrants the ability to edit certain fields that appear on the badge. This ensures no one is offended by typos, funky spelling, or being called a variation of their name that only their grandma uses. Simply switch "Enable badge overrides" to Yes.

Determine if attendees can edit their own information. Click Add Field and select which fields can be modified.

 
User-added image
 
 
NOTE: These changes will not update their Invitee or Address Book record.

Click Next.
 
4 Design the badge. Use the Badge and Certificate Designer to build your creation.

5 Add the badge or certificate to your event, if necessary. If you created the badge or certificate in Admin to use as a template, you'll need to associate it to your event. Click the  icon in the top-right, then select Events. Then, select your event.

From the left-hand navigation, click Attendees, then Badges and Certificates. Click Create New.

Select Using a badge or certificate from your library. Click the ellipsis (...) at the end of the field. From the pop-up that appears, hover over the Folder dropdown and select Name Badges or Certificates, then click Select next to the name badge or certificate you want to use.

Then, set badge overrides and continue designing the badge.

Or add your event's badge as a template, if necessary. If you created the badge or certificate for your event, but want to use for future events as well, you'll need to save it to your library. 
Hover over the User-added image, then select Add to Library. From the folder dropdown, select which folder the badge or certificate will be saved to.
 
Click Confirm. Your badge or certificate will now be saved as a template in the folder you selected located in Admin > Templates > Badges & Certificates.



Designing Name Badges

1 Open your badge. Start by selecting your event. Click Attendees, then Badges and Certificates, and click the name of the badge you’d like to edit. The Details tab will open by default. Click the neighboring tab, Designer, then Edit. The Badge Designer will appear. 

Or, create a new badge. Use the Badge and Certificate Creation Wizard to determine your badge’s dimensions and attendee access. Set the badge details, then click Next. The Badge Designer will appear.

 
User-added image
 
2 Add text to your badge. You can add standard contact fields, custom contact fields, and conditional text. To do so, click and drag the   next to the component you want to add. To add a single line of text, drag the Text component onto your canvas. For multiple lines, go with the Text Area component.


 
User-added image

Add your text, then click anywhere else on the canvas to finish. To edit the text properties, click on the text again. The Properties box will appear. Customize your text format, color, style, and alignment. Choose from the following fonts: Arial, Verdana, Comic Sans MS, Courier New, Georgia, Impact, Lucida Console, Tahoma, Times New Roman, or Wingdings.

To add standard or custom fields, click the Data Tags tab to the right of Components. Data tags can also be combined by selecting one and dragging it on top of another. 


 
User-added image
 
When adding components or data tags that will populate with varied lengths, select them once they're on the canvas and switch Dynamic Resizing to Yes. This ensures that no matter how extensive their name or lengthy their title, it will stay within the limits you define. Prevent your text, such as the order details or the current registration, from rendering too small to read by ensuring the box is large enough to contain all of the text. The best way to ensure this is to stretch the box to span the width of the badge. Depending on the amount of text, the size of the text will automatically increase or decrease to ensure it fits.
 
 
User-added image

 
NOTE: Dynamically resized text never gets larger than 50 points.
3 Add backgrounds and images. If you'd like to add a background image, click User-added image in the Background section and choose a background from the folder that matches your badge's dimensions.

Not seeing anything that grabs your attention? 
You can add a custom background image by clicking Upload, Upload again, then locating your file on your computer or network. Select the folder that the image should be added to, or create a new one by clicking New Folder in the bottom left. Click Upload one last time, then click Continue, select the image and click Insert. Or, add a new image to your media library instead.

If you're using an
Event in a Box to print badges onsite, these printers print black text and images only. Any color text or images on your badges will print spotty or not at all. If adding profile images, or any other images, ensure you add a JPEG image. PNG images may not render when printing.
 
NOTE: Items, sessions, and questions must have a code to appear in these dropdowns.

4 Add conditional images or text. Add a quick visual distinction to your attendees' badge with conditional content. Simply drag the appropriate element (either conditional text or conditional image) onto the canvas, then define the conditions that must be met in order for it to appear. You can tell which elements are conditional by looking for the if watermark.
 
User-added image

5 Add QR Codes or barcodes. Create or add a QR Code or Barcode to your canvas. For best results, place the code over a plain white background.

If you are using session scanning to mark participants onsite, be sure to include the registrant's confirmation number in your QR code.

6 Preview your design. Click Save or Finish to view a preview of your badge. Still missing something? Click Edit, make changes, and Save.

 
NOTE: Ensure everything is lined up by selecting a grid size in the toolbar.
Capitalize on both sides of your badge by doubling the stock and using the options in the Actions section of the Toolbar to mirror or rotate elements.
 
 User-added image

Finish creating your badge.
 

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