Badge Design Process

This article is a walk-through for designers and production staff, to make the most of your badge design in the badge creator.

In your design software

  1. Create the general layout for the badge at the desired size. Common sizes include A6 (105 x 148.5mm) or Kiosk Stock (100 x 152mm). Recommended bleed is 3mm.
    Usually, event badges will include some or all of the following elements/information:
    • Event branding
    • Sponsor logo
    • First and last name
      IMPORTANT: All variable data text must use a font available in the Core’s online badge generator. See the list of fonts here
    • Position and organisation
    • QR code (min 30mm high)
      IMPORTANT: QR codes must be set on a high contrasting background which is lighter than the code. Reversed QR codes will not scan correctly. Eg. A code maybe royal blue on white but not white on royal blue.
    • Attendee type (often attendee type is shown both in text and a prominent colour bar for fast visual identification by event staff)
    • Attendance of optional events/activities such as Gala Dinner, Networking Functions or Workshops (This can be plain text or an icon read more about icons)
  2. Separate the background of the badge from the variable data for easy exporting and updating
  3. Export two pdf versions of your badge
    • A guide version (with all placeholders for the variable data included).
      This will be used as a guide when positioning elements in the Core
    • A blank version (with only the background elements)
      This will replace the guide version once setup is completed
  4. Take note of all CMYK values for colours of core generated text and colour blocks
  5. Take note of all font sizes

In the Entegy Core

  1. Navigate to Badge Creator > Templates from the Navigation Menu
  2. Click + to create a new badge
  3. Input a descriptive Name eg. Main Badge: Kiosk Sized, and select relevant badge size
  4. Click on the name of your newly created badge to open the editor
  5. Add the guide version of the background pdf and position all text and other elements such as text, colour blocks and QR codes accordingly. Elements can be dragged, nudged with the arrow keys or aligned using the centring buttons on the top and right of the badge preview.
  6. Delete the Guide version of the background and add the Blank version of your background. Use the re-order layers button (indicated by two arrows) to position this layer behind the other layers (the back layer is at the top of the list and the front layer is at the bottom)
  7. Setup Display and Colour rules to automatically change elements such as colour blocks, attendance icons for optional activities. All Profile Fields used in display rules must be multiple choice and must be setup prior to completing this step. Read more about profile fields
  8. Test your badge. Generate a pdf with several badges using all profile types. Double check for errors in rules, positioning or colours. It is easiest to open the pdf in a new tab or window in your browser – this will allow you to easily adjust the design in the editor then refresh the window/tab with the pdf to see updates quickly

A note on Colours. For printed badges it is important that you add all colours using their CMYK values. Colours may display incorrectly in the designer but will be generated correctly in the final files. It is recommended that you export a pdf using profiles which utilise all data (eg different attendee types) once you have setup your badge to ensure colours will be exported as intended.

Optional Events/Activities Icons

It is recommended that icons are included on the background layer and hidden using colour blocks. Aligning multiple icons individually in the badge designer is imprecise and time-consuming. These are the ‘best practice’ methods for adding icons to your badges.

Option One: Easy - Show and hide icons

  1. Include the ‘active’ version of the icon on the uploaded badge PDF background
  2. Add a colour block set to the same colour as the background, covering each icon. Name each colour block to indicate which icon it is covering
  3. Add a “Show Layer” rule to each colour block if the corresponding profile field is set to ‘no’

Option Two: Advanced - Change icon colours

  1. “Knock out” the icon from the background in your design software and upload to the badge creator.
  2. Add a colour block in the desired inactive colour and change the order of the badge layers so this colour block is behind the background layer. You may be able to use one ‘inactive colour’ block behind multiple icons. Name this layer accordingly.
  3. Add a new element for the ‘active’ state of each icon. This can be an image or colour block. Be sure to give each a descriptive name
  4. Add a “Show Layer” rule to each colour block if the corresponding profile field is set to ‘yes’

This technique of positioning elements like colour blocks behind the transparent sections of a badge’s pdf background can also be used to on other colour blocks, such as attendee type.

IMPORTANT:

All assets must be supplied exactly as specified. The Core will not accept assets with any deviations from the specifications. Read more. 

How to create a badge template

Read or watch video on how to create a new badge template within the Core