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Badges

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Overview · Workflow · Key Capabilities · Design Essentials · Printing Guide · Troubleshooting · FAQ

Screenshots & Videos

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📌 Why Badges?

Instant identity and access at scale. Dynamic fields reflect live guest data, and batch print/export keeps check-in fast—with layouts tuned for scan reliability.

Overview​

Design and generate printable or scannable badges for event attendees. Badges can reflect dynamic guest data, tags, seating, access zones, and QR / barcode identifiers.

User Story & Walkthrough Video​

End-to-end badge lifecycle: template creation, dynamic fields, preview, batch generation, and export.

Download / Open Directly: Download the MP4

Primary User Story:
“As event operations staff, I need to quickly design and mass-produce branded, scannable badges so on-site check-in is smooth and professional.”

Update & Print Badge Video​

Editing an existing badge template and reprinting an updated single badge on-site.

Download / Open Directly: Download the MP4

Secondary User Story:
“As a check-in desk lead, I need to edit an existing badge template and quickly reprint an individual attendee’s badge so corrections are reflected immediately.”

Key Capabilities​

  • Badge template creation (layout + placeholders)
  • Dynamic fields: name, company, role, tag, QR code
  • Style controls: fonts, colors, logo placement
  • Batch generation & export (PDF)
  • Integration with check-in / scanning

Workflow​

1. Access Badges​

Navigation > Badges

Badge Template List Screenshot: Badge Template List

2. Create a Badge Template​

  1. Click "Create Template"
  2. Choose size (A6, 4x6, Custom)
  3. Define orientation (Portrait / Landscape)
  4. Save

Badge Editor Blank Screenshot: Badge Editor Blank

3. Add Elements​

  • Drag or add: Text, Image, QR/Barcode, Tag Block
  • Use merge variables like: {{ first_name }}, {{ last_name }}, {{ tag }}, {{ company }}

4. Configure QR / Barcode​

  • Select data source: guest UUID, ticket code, custom pattern
  • Choose symbology: QR, Code128

5. Preview​

  • Pick sample guest to render live preview

6. Batch Generate​

  1. Open "Generate"
  2. Filter guests (by tag, status, ticket)
  3. Generate PDF / ZIP of images

7. Print / Distribute​

  • Use high-resolution PDF export for print vendor

Permissions​

ActionPermission
View Templatesbadge.view
Create Templatebadge.create
Edit Templatebadge.edit
Generate Badgesbadge.generate

Merge Variables (Examples)​

VariableDescription
{{ first_name }}Guest first name
{{ last_name }}Guest last name
{{ full_name }}Combined name
{{ tag }}Primary tag name
{{ ticket_type }}Ticket label
{{ qr }}QR payload (auto)

Best Practices​

  • Keep font sizes legible (>11pt)
  • Reserve space for long names
  • Test printer margin bleed settings

Troubleshooting​

IssueFix
QR not scanningEnsure high contrast & quiet zone
Variable blankGuest field missing or not mapped
PDF misalignedAdjust template padding / DPI

Who This Guide Is For​

  • Event managers: set standards, approve templates.
  • Designers: create branded layouts and styles.
  • Check-in staff: reprint, single-badge fixes, emergency edits.
  • Vendors/printers: use supplied PDFs and specs.

Quick Start (5 steps)​

  1. Create a template (size + orientation).
  2. Add logo, attendee name, company, and a QR element.
  3. Map merge variables to your guest fields.
  4. Preview with a few attendees and fix overflow.
  5. Generate a print-ready PDF for all confirmed guests.

Design Essentials​

  • Canvas & safe area: keep critical text 3–5 mm inside edges.
  • Grid & alignment: align elements; avoid "almost" alignment.
  • Contrast: black text on light backgrounds scans best.
  • Logos: use SVG/PNG at 300 DPI; avoid tiny thin strokes.
  • Names: prefer Full Name in one line; wrap to two lines max.
  • Secondary text: make company/role smaller and lighter weight.

Data Mapping​

  • Sources: attendee profile fields, ticket fields, tags.
  • Mapping rules:
    • If a variable is empty, set a fallback (e.g., "Guest").
    • Trim whitespace and collapse double spaces.
    • Limit characters for single-line text where needed.
  • Common variables:
    • {{ full_name }} → e.g., "Aisha Al-Khalifa"
    • {{ company }} → e.g., "Systema Group"
    • {{ role }} → e.g., "Speaker"
    • {{ tag }} → e.g., "VIP"
  • Tips:
    • Test with longest names and multi-word companies.
    • Use conditional styling if supported (e.g., VIP = gold bar).

QR and Barcodes​

  • Recommended: QR Code, error correction level M or Q.
  • Minimum printed size: 25 mm (1 in) with 3-4 mm quiet zone.
  • Payloads:
  • Scanning reliability:
    • High contrast (dark code on light background).
    • Don’t place over photos or gradients without a solid pad.
    • Avoid glossy laminates directly over QR; use matte if possible.
  • Code128 barcodes:
    • Use for numeric/alphanumeric short codes.
    • Keep height ≥ 15 mm and verify with a handheld scanner.

Printing Guide​

  • Export
    • Use batch PDF export for commercial printers.
    • Use single badge export for on-site fixes.
  • DPI & size
    • Export at 300 DPI. Typical sizes: 4×6 in, A6, custom.
    • Include crop/bleed if your vendor requests it (1.5–3 mm).
  • Materials
    • Paper: 200–300 gsm or PVC card stock.
    • Laminates: choose matte to improve scanning.
  • Label printers (Zebra/Dymo)
    • Match template size to the exact label size.
    • Disable printer scaling; set 203 or 300 DPI correctly.
    • Print a test sheet and validate QR readability.

Common Recipes​

  • VIP Highlight
    • Add a top band with {{ tag }}; style VIP in gold/red.
  • Zone Access Icons
    • Add small icons for A/B/C zones; map to attendee tags.
  • Double-Sided Badges
    • Front: name + company + QR. Back: schedule or Wi‑Fi info.
  • Team vs. Guest
    • Duplicate template, switch accent color, and lock staff roles.

Expanded Troubleshooting​

  • Text truncation
    • Increase box width/height or enable wrapping; reduce font size.
  • Garbled Arabic or RTL text
    • Use a font with full RTL support; enable RTL if available.
  • Faint prints / washed blacks
    • Set printer to high-quality; export pure black (#000) text.
  • Misaligned after print
    • Turn off "Fit to page"; print at 100% scale.
  • Scanner can’t read some codes
    • Increase QR size; raise error correction; ensure flat badges.

FAQ​

  • Can I re-use a template across events?
    • Yes. Duplicate the template and remap event-specific fields.
  • How do I reprint a single badge?
    • Open the attendee, choose "Reprint Badge" from actions.
  • How can I include a sponsor logo?
    • Add an image element and upload per template or per tier.
  • Do you support CSV imports for batch badges?
    • Yes. Import guests first, then generate badges from filters.

Last updated: 2025-10-09