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To create a Badge Group do the following:
- Navigate to Content 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.
- Depending on the number of people in your Badge Group, the Badge Group will have the following status:
- Draft: System is preparing Badge Group for badge creation.
- Running: Badges are being created in the background.
- Ready: Badge Group is ready to be printed.
Step 2: Print Badges
To print your badges do the following:
- Navigate to Content > Events > 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 (Dymo)
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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.
| Note | ||
|---|---|---|
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When creating your Badge Group, if you enabled the Restrict badges to specific Events option then your Event will only work with the selected Badge Group. If this option was not enabled, then any Event created in your account will work with your badges regardless of the Badge Group selected as shown in the screenshot below. |
Customizing Badges
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| Widget Connector | ||
|---|---|---|
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Reference Names:
| Data | Reference Name |
|---|---|
| Full name | Name |
| Company name | Company |
| Job title | Job Title |
| QR Code | BARCODE |
Using a Custom Dymo File
Lead Liaison uses a default .label file; however, you can create your own .label file to create your badges with Lead Liaison. Follow the steps below to create a custom .label file.
- Download the .label template below.
| View file | ||||
|---|---|---|---|---|
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- Open the Dymo Label Maker Software.
- Follow the instructions in the video above.
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