You use badge templates to print badges or to use Registration Check-In (RCI). First you need to create the badge template(s) and then you need to assign the badge template(s) to the registrant type(s) to print them or use them in Registration Check-In (RCI).
Create a Badge Template
- Click the Badge Templates link from the Main Menu. The Badge Templates screen opens.
- Click the Add button. The Add Badge Template screen opens.
- Enter the necessary information:
- Description - Name of the badge template.
- Badge Format - Type of badge paper you use for the badges. Momentus supports a 6-badge format (such as Avery #5392) and an 8-badge format (such as Avery #L7418). See Custom Badge Formats for information about adding additional badge formats.
- Print Format - Where information prints on the badge: Front Only, Front and Back or Front and Session Listing. The session listing shows the date, time, space and description for the functions the registrant is registered to attend.
- Click OK. The Edit Badge Configuration screen opens.
The left side of the Edit Badge Configuration screen shows the objects you can add to the badge:
- Barcode - You can add a one dimensional (1D), quick response (QR) or two dimensional (2D) barcode to badge templates. To add a barcode to the badge template, select and drag the desired barcode or QR code and drop it to where you want it placed on the badge. To edit the barcode on the badge, right-click and select Edit Badge Template Item. For Registration Check-In, the check-in wildcard is automatically added to the QR code and barcodes. If using the barcode or QR code for other purposes, you can insert additional wildcards. See QR Codes for more information.
- Image - You can add an event logo, organization logo or registrant logo to badge templates. To add an image to the badge template, select and drag the desired image and drop it to where you want it placed on the badge.
- Text - You can add text in pre-defined text sizes to badge templates. To add text to the badge template, select and drag the desired text size and drop it to where you want it placed on the badge. To edit the text on the badge, right-click on the text box and select Edit Badge Template Item. To insert wildcards into the text box:
- Right-click on the text box and Edit the Badge Template Item. The Edit Batch Template Item screen opens.
- Click the Insert Field button (
). The Insert Field screen opens. - Select the field to insert from the Select Field drop-down.
- Click OK.
- Repeat steps 2-4 for each wildcard you want to include.
- Click OK on the Edit Badge Template Item screen when complete.
There is a ribbon that displays at the top of the Edit Badge Configuration screen with the following options:
- Interaction Section
- Select - Changes your mouse to a select tool so you can select an object.
- Pan - Move the badge template left, right, up, or down.
- Drawing Section
- Undo - Undoes the previous action. Only available for actions that are not saved.
- Redo - Redoes the previous action. Only available for actions that are not saved.
- Duplicate - Copies the selected object.
- Move - Moves the selected object using specific measurements.
- Measure - Provides the distance between two points.
- Zoom Section
- Out - Zoom out of the badge template.
- Reset - Resets the view to the default zoom level.
- In - Zoom in on the badge template.
- Display Section
- Flip Badge - Flips to the back of the badge if your badge is configured for front and back.
- Show Layers - Opens a screen with all layers for the badge template.
- Snap Enabled - If selected, objects are snapped to the grid.
- Show Grid – Turns on and off a grid that overlays the badge template that you can snap to for precise object locations.
- Reset Grid – Resets the grid to a the default.
- Grid Settings - Opens a screen where you can adjust the grid measurements and snap settings.
Custom Badge Formats
You can create custom badge formats from the Badge Format drop-down when adding a Badge Template. You should only add new badge formats if you do not use a Momentus provided format.
- Click the Add hyperlink in the Badge Format drop-down. The Page Settings screen opens.
- Enter the below information. The information should match the specifications outlined by your badge stock. If you are unsure of what information to enter, contact your Customer Success Manager or Account Manager for assistance.
- Description - Name of the badge format.
- Alignment - Determines the badge placement on the sheet.
- Direction - Determines the direction the badge is placed on the sheet.
- Unit - Unit of measurement for the settings.
- Margin Top - Units for the top margin.
- Margin Bottom - Units for the bottom margin.
- Margin Right - Units for the right margin.
- Margin Left - Units for the left margin.
- Page Height - Units for the page height.
- Page Width - Units for the page width.
- View Height - Units for the view height.
- View Width - Units for the view width.
- Click OK. Proceed with the badge template process.
Assign the Badge Template to Registrant Types
Once you create the badge template(s), you must link the badge template to each registrant type on the event that is using Registration Check-In (RCI).
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the registrant type(s) for the badges.
- Right-click and select Tools -> Registration Setup. The Edit Registration Setup screen opens.
- Select the Pricing tab.
- Expand the Registrant Types section.
- Select the registrant type to assign the badge template.
- Right-click and select Edit. The Edit Event Registrant Type screen opens.
- Select the badge template for the registrant type from the Badge Template drop-down.
- Click OK.
- Repeat steps 6 - 9 for each registrant type that needs a badge template assigned.
Assign the Badge Template to Exhibitor Registrant Types
Once you create the badge template(s), you must link the badge template to each exhibitor registrant type on the event.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the exhibitor registrant type(s) for the badges.
- Right-click and select Tools -> Registration Setup. The Edit Registration Setup screen opens.
- Select the Exhibitor Registration tab.
- Expand the Exhibitor Registrant Types section.
- Select the exhibitor registrant type to assign the badge template.
- Right-click and select Edit. The Edit Event Registrant Type screen opens.
- Select the badge template for the registrant type from the Exhibitor Badge drop-down.
- Click OK.
- Repeat steps 6 - 9 for each exhibitor registrant type that needs a badge template assigned.
Badge Printing
When you print badges, make sure your printer properties are set to scale based on the appropriate settings for your printer and print stock. You may also need to adjust the the printing defaults in your printer properties to match the badge size for your print stock.
Comments
14 comments
My clients wants to add QR codes tot he name badges, so I have figured out to configure this feature, but each time I try to send to the printer I receive the following error:
I'm hoping that we can print onto our printers, but perhaps there's a step missing in the instructions on the configuration? Or is this something that will only be possible in a future release? If so, any idea when?
Many thanks,
Nancy
0 upvotes
Nancy,
Please contact support about this. I believe it's a bug.
Thank you,
Carrie
0 upvotes
Thanks Carrie,
It appears that all I need was a Ungerboeck Web Add-in upgrade
0 upvotes
Hi again,
Is there a way to add a registrant UDF in the QR code? If so I haven't been able to figure out how.
Many thanks
0 upvotes
Nancy,
In the badge configuration, QR codes section you can add any registrant UDFs.
Hope that helps!
--Carrie
0 upvotes
Hi
I'm trying to create a badge template but get the following error message:
We are on the latest Web-Add In.
Is this a bug?
0 upvotes
Hi Elisabeth,
This is an error our Development Team needs to review. I will enter a case on your behalf and should receive an email shortly with your ticket number. To expedite the process, please respond to that email with your version and the steps to recreate the error. Our Client Care Team can then work with you from there!
Thanks,
Maggie
0 upvotes
Hi,
Is there any chance to upload own images? And how do I find the organization Logo :-)?
Thanks
Christine
0 upvotes
Hi Christine,
We don't currently have plans to add the ability to upload images directly to the badge templates.
The organization logo is the Logo Image on the Account.
Hope this helps!
Thanks,
Mike
0 upvotes
I'm trying to add a badge template to an event that doesn't have types. In the past on the pricing tab there was an option to select "configure" under price this is where you added your badge template. On this event it's not showing that option, please let me know where I can add the badge template on an event.
Thanks, Jeanne
0 upvotes
Hi Jeanne,
This has not changed. You still select it by clicking Configure. If you don't see the Price field on your layout, and it is not available to add via Edit Layout, then I would suggest submitting a ticket so we can look into it more.
Thanks!
0 upvotes
Hi Mike I do have the price field, however no option to configure as I have in other events. any other suggestions before I put in a ticket?
Jeanne
0 upvotes
Hi Jeanne,
If you're adding registration to a new event, make sure you save the Registration Setup window. If you've done that and it still doesn't show, submit a ticket with the event ID and we can take a look.
Thanks,
Mike
0 upvotes
ok thanks, still not showing. I willl put a ticket in.
Jeanne
0 upvotes
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