Setting Up Your Badge Label Template for On-site Badge Printing

Please note, this feature requires the OnSite Check-In Power-Up to use.

PheedLoop’s Badge Label Design feature is a required step in the process of printing badges for your users attending your event. The Badge Label Design feature is a tool that can be used in real time to update exactly what you want to be printed on the actual badges of attendees and generate a preview of where text will appear on the badge. This allows for creative customization and efficient enhancements to make sure your badges look as professional as possible.

A lot of customers value this badge printing system because they are able to make quick edits and print out badges in real time. 

1. The Basics of Badge Label Design

1. From your Event Dashboard, navigate to OnSite > Badge Label Designer
2. Above the Badge table, select Create New
3. Under the Name field, enter the name of your badge template
4. Under the Connected Tags field, enter the tags to associate with the template
5. Under the Default Template field, select Badge Label 1 if you are using our label rolls or Badge Direct Thermal 1 if you are using Direct Thermal Badges
   1. If you like to learn more about badges, please review our How Badge and Lanyard Printing Works.
6. Select Create

2. Editing Your Badge

Now that you have created your badge template, it can be accessed at anytime from the same page.

1. From your Event Dashboard, navigate to OnSite > Badge Label Designer
2. Select Edit next to the badge template you wish to edit

The Badge Label Designer will now open, allowing your team to edit the Badge Template as necessary.

There are a few ways to edit once you are in the Badge Label Designer.

2.1 Editing the Font Size

1. Select any of the text boxes which are on the badge’s grid. 
2. Under the Font Size field, enter the number you wish the badge size to be at
3. Select the Invert Text checkbox if you would like to make the text upside down
   1. This is useful for printing on the backside Direct Thermal Badges as they are folded from the bottom and will appear upside down if the text is not inverted.
4. Select the alignment icons to determine their placement on the badge template
   1. You are also able to move these text box fields around the grid.

2.2 Increasing the size of the text box

By selecting the text box on the grid, you can hover your cursor over the sides of the box and use the arrow to drag and increase the size of the text box. We also recommend making these text boxes two lines tall if you are requiring information that could potentially be longer (i.e. Last Name, Organization, and Title). Text will scale automatically to fit designated space in the badge template.

2.3 Resizing the Badge Template

The Badge Template can be resized at any time if necessary.

1. From the Badge Label Designer, navigate to Tools > Resize
2. Enter the new size for Width
3. Enter the new size for Height
4. Select Apply

We recommend creating multiple templates to account for separate sizes instead of resizing the same template multiple times.

2.4 Add fields to your badge label designer

Additional fields can be added onto the badge template to print out additional information for attendees.

1. Select Field Menu
2. Select the fields as required such as the Attendee’s title, table number, and many more
   1. The field titled Your Text Here is a field where you can write in your own customizable text.
3. Drag the fields to the desired location on the badge template

2.5 Moving your designs and texts

The way fields move around in the Badge Designer is also customizable.

1. Above the Badge Label Designer, select Settings > Alignment and Grid
2. Toggle of the Snap to Grid While Moving checkbox
3. Under the Grid Size, enter the number you wish to have the size of the grid at
4. Toggle off the Enable Guidelines checkbox to disable guidelines while moving fields
5. Toggle off the Show Grid checkbox to remove the grid from the badge template
6. Select Apply

2.6 Edit multiple fields at once

Several fields can be edited at the same time. Hold shift and click on each field you wish to edit. This will make the fields editable on the right side of the Badge Label Designer. 

2.7 Saving your design

1. Above the Badge Label Designer, navigate to File > Save

A green notification message will now appear confirming the template has been saved to the system.

3. Test Your Badge

To test your badge, make sure your printer is set up for printing. If it isn't set up yet, find out how to connect your printer in our support article through PheedLoop’s Knowledge Base here.

There are two methods to print out attendee badges from the Event Dashboard. If you wish to print out the badge from our OnSite CheckIn System, please review our Setting Up Your On-Site Check-in Tablets and Customizing the Attendee Check-in Experience article for detailed instructions.

1. From the Event Dashboard, navigate to Attendees > Attendees
2. Select the checkbox of the attendee you wish to print
3. Above the Attendees table, select Actions > Print Badge
4. Under the Select Printer field, select the printer you wish to use
5. Under the Select Template field, select the badge template you created
6. Toggle on the Check In checkbox to check in the attendee upon printing
   1. For testing purposes, we recommend keeping this checkbox disabled so as not to check the attendee in preemptively
7. Select Download as PDF if you would like to see a preview of where the text will print on your badge template
8. Select Print to begin the printing process

4. Advanced Features in the Badge Label Designer

The Badge Label Designer has a plethora of customizable capabilities from adding images to making multiple different types of badges depending on the categories associated with your event.

4.1 Uploading Images

1. From the Event Dashboard, navigate to OnSite > Badge Label Designer
2. Select the Image icon 
   1. We recommend icons or bold images.
3. In the Image Gallery, select Choose File to upload your image
   1. Select Download if you wish to download the file again
4. Select Submit
5. Under Select From Gallery, select the image you uploaded

The image will now be placed in the badge template for you to edit. Please note that Zebra Printers print in black and white only. We strongly recommend embedding any graphics into the badge design itself rather than the Badge Template.

4.2 Uploading a Background Image

One of the best ways to ensure your badges are being printed correctly is by adding the badge design directly into the Badge Label Designer. Doing so will allow you to see exactly where the print will appear on the badge.

1. From the Badge Label Designer, navigate to Tools > Background Image
2. Select Choose File to upload your image
3. Under the How Should we add the image to the editor field, select one of the following
   1. Resize Image - To resize the image to the canvas’s dimensions
   2. Resize Canvas - To resize the canvas to the image’s dimensions
   3. Do Nothing - To have the image pasted without altering the image or canvas
4. Select Import

4.2A Removing the Background Image

1. From the Badge Label Designer, navigate to Tools > Background Image
2. Select Remove

4.3 Connected Tags

You are able to create multiple badge templates. Each time you create a new badge (or save an existing one) you can select Connected Tags. This allows you to assign a badge with a category like attendee, sponsor, speaker etc.

1. From the Badge Label Designer, select File > Properties
2. Under the Connected Tags field, select the tags you wish to associate the badge template with

If someone has multiple tags, the first tag they are selected with will associate them with the Connected Tag badge.