Event Registration: A2Z RegTech: Badge Builder

Badge Builder Overview

Idea
The RegTech Badge Builder allows you to create and edit badge templates for printing without needing third-party software. It provides an easy, flexible way to design event badges using your contracted printer sizes.

To create a badge, follow these steps:

  1. In the left-side navigation, click on the arrow next to Badge Printing to open the menu
  2. Click Upload & Edit Badges
  3. In the Select Size tab, click the Use This Size button within the badge size you want to use

    • NotesTip: Deselect printers you're not contracted with to avoid choosing incompatible sizes 


  4. In the pop up, in section 1, click the Create with A2Z Events Badge Editor option to open the badge editor

Design the Badge 

Use the badge editor to add images, fields and shapes. 

Step 1: Add artwork to accurately use available space on the badge. 

  1. Click the Add Image button
  2. Choose to upload:
    • Image: will print on the badge
    • Non-printable Image: will not print on the badge (useful for pre-printed stock)

NotesImages automatically resize to badge width

Step 2: Add text fields (dynamic content)

  1. Click the Add Text Field button to expand a menu of commonly used fields
  2. Select a listed field or click Custom to add custom fields created in the Participants section
    • The selected field will appear in the top left corner of the badge and can be customized

      NotesText in {{double curly brackets}} is a merge field and will be replaced with participant data.

Customizing Badge Elements 

Click on any field or item to access the following editing options

  • Font: Choose from available fonts
    • The Barcodes text field must be set to one of the Libre Barcode fonts
    • The QR Code text field font cannot be edited
    • Fonts can be bold, underline or italicized

  • Font Size: Select from present sizes
    • Oversized text will be auto adjusted
    • QR Code field: To resize, click and drag the corners of the field
      Notes
      • For proper scanning on Lead Retrieval and Attendance Tracking devices, the QR Code field should be at least 1x1

  • Text Alignment: Alignment options are Text Align Left, Text Align Center and Text Align Right
    • Active alignment is indicated by the dark blue color of the icon
         

NotesBy default, a text field is centered because most badge template designs center text elements horizontally on the canvas.

  • Reposition: Click and drag to move
    • Alternative options:
      • Use the arrow keys to nudge the item one pixel in a direction
      • Hold Shift + an arrow key to nudge the item by 10 pixels in a direction
  • Center Horizontally: Center horizontally on the badge by clicking the Center Item Horizontally button
  • Center Vertically: Center vertically on the badge by clicking the Center Item Vertically button
  • Rotate: Click Rotate Item button to activate the rotation tool, then click and drag the white square to rotate

       

Notes
Alternative option: Click on the Rotate Item button to rotate the field

  • Delete: Click the Delete Item button (trash can icon)
  • Resize: Click and use the corner handles to resize
    • Tip: hold Shift while resizing to keep the width to height ration of the item intact
  • Color: Change the color of a field/item by clicking on the Change Color layer button to open the color picker
    • RGB, HEX, and HSL color codes can also be used

  • Background Color: Change the background color of the badge by clicking on the Change Background Color layer button to open the color picker
    • RGB, HEX, and HSL color codes can also be used
  • Shape: Click Add Shape and select a shape to include

Edit Multiple Items

  1. Hold Shift and click to select multiple items
    • You can move or align them together
  2. Notes
    Rotating and resizing are not supported with multiple selections

Change badge size mid-design 

  • Click Change Canvas Size to adjust badge dimensions at any time

Save the Badge Template

  1. Click on the Save in the badge editor to expand the save form
  2. Fill out the fields
    • Name (required)
    • Registration Type: (required)
      • Note: Each registration type can be associated with only one badge template. Therefore, the Registration Type dropdown will only display types that do not already have a template assigned.
    • Description (optional)
  3. Click Save (a confirmation notification will appear)

Notes
Required: Every event must have _default badge type

Managing Saved Badge Templates

  1. In the left-side navigation, click the arrow next to Badge Printing to open the menu
  2. Click on Upload & Edit Badges
  3. Click into the Badge List tab
  4. Next to the badge template choose an option:
    • Edit Details: Update the badge name, registration type or description
    • Open in Editor: to edit the badge design
    • Duplicate
    • Archive
    • Preview: Review the badge with or without data

Download the Badge Template (SVG File)

  1. In the badge editor, click the Download button
    • A green confirmation notification will appear in the bottom right
  2. Find the SVG file in the Downloads folder of your device
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