Generate Badges

Prerequisites

Badges can only be created with the Attendee record as the source object. Event Organizers must create Attendee records for Speakers and Staff if they require badges.

Confirm the following fields have values.

• Event Settings Object
  • DocGen Package (required)
  • Delivery Option (required)
  • Badge Size (required)
  • Badge Layout (required)
• Attendee Object
  • Event Role (required)
• Event Object
  • Image of Venue
  • Badge Logo

DocGen Queue Tab

The DocGen Queue is the starting point for generating badges for all Attendees. Once the badges are in the queue, Event Organizers can choose to either download them individually, merge them into a zip file, or merge them into a single PDF.

Generate a Batch of Badges

Prerequisite: For a badge to be generated for an Attendee, that person’s Attendee record must have the Registration Status set to "Registered."

1. Open an Event record.
2. Click the Generate Badges button.
3. Select a DocGen Package. Out of the box, you will only see DocGen Packages that originate from the Attendee object.
4. Sort the badges by the registration date found in the Document Name or by the Document Request Number to organize the badges.
5. Check the box next to each badge you want to print, or click Select All to select all badges. Note: Using Select All will only select the first 50 records. To select more, you must scroll past the 50th entry.
6. Select Download 1 PDF, Download by Type (PDF, Word, Excel, or PowerPoint), or Download Zip.
7. Click the file name to download the file
8. To print the badges, follow your organization's standard printing process.

Recommendation: Clear the DocGen Queue between jobs.

Generate a Single Badge

Use this delivery option when you need to generate a badge for a specific Attendee. This option is most often used on the day of the Event.

1. Open an Attendee record.
2. Click the Generate Badge button.
3. Click the name of the file to download it.
4. Click Finish.