Creating a new badge template

Badge templates are used during the printing process to dynamically generate badges using profile data from the Core. This article is a detailed look at using the Badge Template Builder.

Watch the Badge Template Builder Training Video

To begin, go to Badge Creator Element > Badge Templates.

      1. Create a new template, give it a name and select the size, the most common is A6, however, you can create a custom size. If using the Entegy Kiosk choose Kiosk Stock 100 x 152
      2. Click on the template you have added and you will enter the Badge Builder. The left pane of the editor shows all elements or layers that have been added to the canvas. The canvas is the white area to the right of the layers pane.
      3. Click the symbol to start adding layers.

Layer Types

PDF Background

The pdf background layer is used to directly insert a pdf file as a background. When using a pdf layer as a background it automatically centres and scales the layer to fit the badge. This layer type also keeps the vector quality of the pdf, resulting in smaller file sizes which in turn can reduce the print time for large bulk print runs.

Simply upload the pdf through the image picker in the same process as uploading an image.

Select your file to add

Text box

The text box field allows any type of text content to be added. Content can either be statically entered when creating the layer or alternately can be dynamically pulled from the profile data to display delegate specific information on the badge.

As seen in the below image the first dropdown allows for the selection of dynamic elements to be entered. If you wish to instead use static content select the custom option and fill in the text field that appears.

The other options on the popup window allow for various font styling choices to be made.

Image

The image layer type allows images to be added onto the badge. Clicking on new image layer will display an image picker box. Simply drag an image onto the cloud icon to upload, or alternately click on the cloud and browse to the file.

QR Code

The QR code layer allows for the delegate's QR code to be added onto the badge. This code can then be scanned within the app or lead generation app to link to the profile.

NOTE: QR codes must be darker than the background in order for them to scan. A white QR code on a dark background will NOT work.

Colour Block

The colour block layer allows for a coloured block to be added to the badge. Usually this field is used to differentiate different delegate types.

Profile Image

Is a dynamic layer which draws directly from Profile data in the Core. If you have added profile images for attendees, you can add a profile image to your badge template.

Layer Options

Edit, Duplicate or Delete

Once you have created a layer, click on the drop down arrow to edit, duplicate or delete.

Reorder

Use the reorder symbol (up/down arrows) to rearrange layers. For example, if you have a solid background colour you will need to ensure this behind the other layers.

Front and Back

If you require a double sided badge, switch to ‘back’. You may need to replicate the background design otherwise it will be blank.

Element positioning

Once a layer has been added to the page it is automatically centred in the top left corner of the badge. To move or resize the layer, click on the Size and position button below the layer that is to be moved. Now you are able to drag the layer around the canvas to position.

To aid in the positioning of elements there are two centring buttons which can be used to automatically position the element in the centre of the axis. These are the purple circles on the centre of both the x and y axis.

To resize an element, hover over an edge so that the cursor changes into an arrow resize cursor. Now click and drag to resize.

Display rules

Display rules are used to dynamically display or hide elements based on the value of fields within a profile. This is often useful for displaying tickets or other types of variable data which may be present in only some profiles. Or as an example - you may have different colours or backgrounds for delegates, speakers and exhibitors.

To create a new display rule for an element click the drop-down arrow next to the layer, and select edit.

The first dropdown selects the field which contains the data which you want to compare the value of. The second field has two options, select is one of means the element will be shown if the first field's value matches any of the selected options below. If the second field is set to is NOT one of means that the element will be shown if the first field's value matches any of the elements that are not selected from the list below.