Badges

Pre-event

1. Purchase badges product

Please contact the sales team or your Account Manager if you want to contract this product.

2. Activate product

Once you have contracted the product, log into your platform and activate it within a specific event.

To activate the product, you can go to the EVENT DASHBOARD and select Activate or directly click on the product BADGES from the left-hand side menu.

3. Create a new badge

To start designing a badge, click on the Create new badge button. You can create as many designs as you require (e.g., for different delegate types, for different ticket holders or based on the registration language).

4. Download a template (if wanted)

You can download one of our A4 size templates (210 x 297 mm) that can be customised and uploaded as a background image or you can create your badge from scratch.

Select on Download template or Use Template to use one of our A4 size templates:

5. Complete the Basic Configuration

Below are the parameters you are able to adjust:

• Design Title: your badge title

• Width in millimetres: your badge width

• Height in millimetres: your badge height

• Background image: an option to add a background image. Please make sure that the background image is proportional to the size of the badge template. For example, we recommend uploading an image of 1356 pixels x 1920 pixels as a background image for an A4-sized template.

To change the size of the badge template, simply change the dimensions (width and height) in millimetres. The template size defaults to A4 (210 mm x 297 mm) as this is the easiest size to print with a regular printer. Once an A4 paper is folded into four, it transforms into an A6-sized badge which is a typical size for conferences and events.

6. Customise your badge design

You can Upload new Image, Add new text, as well as add attendee data and registration fields onto the badges.

The attendee data that can be added is as follows:

• Profile data: these are the main registration fields including the name, company, role or email address.

• Profile images: these include the unique QR code and the profile pic associated with each attendee's account within the platform.

• Attendance data: these include the type of delegate (delegate category), a reason to attend (networking module), and the ticket name (name of ticket purchased).

• Registration form: these are all the fields coming from the registration form of the event.‌

In order to add attendee data or registration fields on badges, simply click on any of the fields shown above. They will automatically appear within the badge template.

If you wish to adjust elements and texts on the template, simply drag and drop elements and texts to reposition them in the template. A toolbar will also open if you want to change the text's properties such as the font size and orientation.

‌7. Generate and download your badges

This section allows you to generate the badges (final step) and customise the associated email if you choose to send them to attendees (one by one) or to a custom email. The following fields can be edited:

• Email from (contact name): your contact name within the email

• Subject: email subject line.

• Email to (badge recipient): there are three options to select from. You can send the email to yourself, to attendees (one by one) or to a specific custom email.

• Email text: an option to upload email template in .json format.

If you send the email to yourself (by choosing 'Me' or by typing your email address within the Custom email field), you will either receive all the badges via email or you will be notified that an archive is ready for download within the Dashboard.

Archives are generated only when your attendee list goes beyond 500 people. Here is an example of where to download generated archives:

If you send the email to attendees (one by one), this means that they will receive their individual badges via email.

Pay attention to the extra filters that you can apply if you want to generate badges for a specific subset only:

• By attendee selected language: an option to create a badge based on a language that an attendee used for registering themselves. This option is only applicable if you have activated more than one language within the event.

• By type of delegate: an option to create a badge based on a delegate category (such as Speaker, Visitor, Exhibitor, etc.). This option is only applicable if you have activated delegate categories within the event.

• By type of ticket: an option to create a badge based on a specific ticket type that an attendee has purchased/used upon registration. This option is only applicable if you have a ticketed event.

If you have applied the filters mentioned above (by attendee selected language, by type of delegate, and by type of ticket), the badges will be sent only to a specific subset as determined by the chosen filters.

For example, if you want to send the badges only to the speakers of your event, then you should make sure you choose 'Speaker' within the By type of delegate filter.

When sending badges to Attendees (one by one) or to a Custom email, it is recommended that you personalise the email. They will receive the email with the badge as an attachment (PDF).

Once you have completed the design, applied filters, and chosen email recipients, the most important step in order to generate and receive the badges is by clicking on the Generate and send by email button!

‌If you wish to preview how the badge will look like in its final form before generating and sending them out, you may download a template:

8. Save changes

Save the specific badge design and all configurations you have chosen at any given time by clicking on the Save changes button.

BEST PRACTICES

• Add as much information as possible to the badges by utilising profile data, attendance data and registration form fields.

• If you opt for foldable A4-sized badges, you may utilise folded parts (hidden) of the badge to add additional information such as the map venue and the sponsors’ list.

• If you choose non-conventional sizes that cannot be printed easily by a regular printer, work with a professional printing company so that they can take care of the process for you.

• Send yourself a test badge before sending all badges to the attendees to make sure that the design and format are accurate.