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To create a Badge Group do the following:

  • Navigate to Content to Events > Events Hosted > Badges
  • Click the New button

  • Select your options:
    • Name: Name of the Badge Group
    • Badge Source: Create badges from a Lead Liaison List or from one or more Prospects
    • Description: Short summary of your Badge Group
    • Restrict badges to specific Events: When disabled, badges for any Event can be scanned. When enabled, a badge scan will not work unless the Badge Group on the Event configuration page is selected. See the section below on Configuring Badge Scanning. 

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To print your badges do the following:

  • Navigate to Content > Events > Hosted > Badges
  • A list of Badge Groups will be displayed
  • Hover over the Badge Group you'd like to print badges for and select Print Badges

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  • Choose whether to print a badge for all people or one or more individuals within your Badge Group.

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Once your Badge Group is created you need to link your Event to your Badge Group. Follow the steps below to link your Event(s) to your badges:

  • Create a new Event
  • Add the Barcode Scanner element to the canvas on the left. 
  • Click on the Barcode Scanner icon on the left. A configuration panel will open to the right. 
  • Select Lead Liaison from the Barcode Provider option as shown below. 
  • In the Badge Group setting, select your Badge Group (see Step 1 above) as shown below. 

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  • Navigate to Settings > App Setup > Events > Avery Badge Template
  • Select Custom
  • Click the Upload button and choose your custom .avery file

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