Team Badges

Team Specific Badges

Team Badges

Team badges can be created if the desire is to have a unique badge for different groups of people at your event. This can be used for both On-Site Badge Printing and Exported Badges. For example, the attendee badge has a QR code but the exhibitor badge does not. Or you would like the team name or registration type to display at the bottom of the badge. There are 2 ways to accomplish this: Team Field and Team-Specific badge. We will go over both options and when to use them below.

The Team Field Badge is used when all users have the same badge design but you want the team name to show on the badge. This type of badge displays all teams a user belongs to in the portal without changing the overall badge design. Note: must be uploaded to these teams in the portal prior to uploading the badge. When to Use This Option:

  • When all badges follow the same format.

  • When you want fields like Exhibitor, Sponsor, or Speaker to appear for each user based on their assigned team(s).

 

The Team-Specific Badge is used when different teams require unique badge layouts. This option allows admins to customize badges for specific teams based on their roles or needs. When to Use This Option:

  • When each team requires a distinct badge design.

  • For situations like lead retrieval or when some badges have QR codes but others do not.

  • When one team’s badge needs to be a single page while another team’s badge needs two pages.

 

Team Field Badge

  1. Create a Badge:

    • Create the badge template using a pdf with form fields. Note: the template you start with should be the correct dimensions of the badge. See the help document on "Creating Badges" for more information.

    • Add the "exhibitor_sponsor_label" field to the badge.

    • The team field should be placed in the desired position on the badge, see image below.

 

  1. Upload the Badge:

    • IMPORTANT: Prior to uploading the badge, you will need to turn on the teams you would like the label to display.

      • Go to Users and Teams > Manage Users

      • Click on the Edit icon next to the team.

      • Select "yes" next to "Export team to badges", see image below.

      • If users are a member of more than one team in which the team badge field is turned on it will display as: Attendee/Exhibitor/Speaker

 

 

Team-Specific Badge

Use this option if each team badge is unique. If using on-site badge printing, you will need to set one of your badges as default - this would be the badge anyone NOT on the team-specific badge should receive. Most often this is your attendee badge. 

  1. Create each badge:

    • Follow the steps in Badge Creation to design each unique badge. You may choose to use text to display "Exhibitor" instead of the team option above. Or, add a second page (on-site printing only) or a QR code on 1 or more of the badges. See the example below.

 

  1. Upload each badge:

    1. Go to Badges > Add Badge in the admin portal.

    2. Give each badge a unique name and select 1 as the default.

    3. IMPORTANT: prior to assigning the teams to each badge, you will need to follow the steps below.

  2. Enable the Badge Option for Teams:

    • Navigate to Users and Teams → Manage Teams.

  • Click Edit next to the desired team.

  • Set Export Team to Badges to "Yes", and  Click Update Team:

  • Repeat this process for all teams.

4.  Assign Team-Specific Badges:


  1. Go to Badges → Manage and click Edit for the badge.

  • Under Team Badge, select the team for the badge in the "Team for Badge" field.

  • Save your changes by clicking ‘Update Badge’.

  • Repeat for each team or badge as necessary.


For more instruction on adding a QR code to the badge, please see the article on "Badge Creation"

 

If you have any additional questions or need a 2 page badge, please feel free to reach out to support@resultsathand.com

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