Topic:

I need to create name badges or labels for my attendees. How do I get started?

Solution:

The easiest way is to click the button above to see a video walkthrough on this topic! If you prefer written instructions, here they are:

1. Locate your event on the Events tab and click the event's title.
2. Click the Labels and Badges link.
3. Click the Add Label/Badge button. A new window opens with a grid in the main section, which allows you to see the layout of your badge.
4. Enter a Label Name and then select the Label Stock you are using.  If you do not see your label stock listed, click on the New button next to this field to enter your stock's measurements and specifications.
5. Now add any images such as logos, etc. to the badge. This assures that the image displays in the background of your label, behind any fields or text you add later.
   • Click on the Add Image button. The Image Upload window displays.
   • If you've already uploaded your image, select it from the Insert Existing Image dropdown list and click the Insert button.
   • If you have not yet uploaded your image, click the Browse button, navigate to your file, select it, and then click the Upload & Insert button.
   • Notes:
     • Images must already be formatted to fit inside your badge before uploaded. More info...
     • You can move your image on the badge by using the box handles.
     • The dimensions of your image will depend on the selected Badge Stock, and the position of the image on the badge. 
     • The file size of your image should not exceed 50kb.
       
6. Next, add attendee information and fields to your badge:
   • Click the Add Field button. The Field Properties window displays.
   • In the Field Value dropdown list, select the field you would like to add to your badge.
   • Use the other fields in this window (Alignment, Font, etc.) to format the text as needed, then click Save to close this window and return to the badge window.
   • Your field displays in the upper left corner of the grid area.
   • Notes:
     • Click and drag the small box in the upper left corner of this field to move it on the badge.
     • Click and drag the small box in the lower right corner of this field to resize the field. Since this field will be filled in with information from your attendee's records, be sure to make the field large enough to accommodate the longest entry that your attendee might make in this field.
7. Now add any static text that you'd like to display on all badges:
   • Click the Add Text button to open the Label Properties window.
   • In the Label Value field, enter the text you would like to add to all badges.
   • Use the other fields in this window (Alignment, Font, etc.) to format the text as needed, then click Save to close this window and return to the badge window.
   • Your text displays in the upper left corner of the grid area. See the Notes immediately above for information on moving and/or resizing your text.
8. If you will be using barcode scanners at your event, click on the Add Barcode button, select the format (PDF417 or Code39) and click Save.
9. When you have entered all desired fields, click Save and Exit to save your badge and return to the Manager screen.

Additional Information:

Click the image at the top of this page to watch a short training video on this topic.

Click here to view an example of a name badge with a photo.

Click here to view an example of a certificate.

Click here to view an example of a schedule.

Click here to view an example of an information sheet.

Related Links:

• How do I add a custom field or agenda item to a badge? 
• How do I resize my image so it works in RegOnline? 
• What fields of information are included in the barcodes? 
• How do I use the name badge system to create a certificate of completion?
• How do I print name badges or labels with no attendee information?
• How do I run name badges (or labels) from a custom report?
   

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