Knowledge Base

Event Management with Salesforce: Create Name Badges with Designer

Version: 5.180806xxxx​
 
You have the option to create name badges for your event levels. Choose from Click & Pledge name badge templates or create your own name badges for your event. After the layout is selected use Merge Fields and the editor to further customize your badges. Once you have created your name badge then assign the name badge to an event level within Name Badge Details. Once applied to event level and added to the appropriate Registration Email template, name badges will be emailed to the payee after purchase.
 


Step 1: Select New Button from Name badges. 



Step 2: Here you may select from Click & Pledge templates or Custom templates.

1. Click & Pledge Templates: For default Click & Pledge templates go to Select Template and click on an option in the drop-down box. Click on a template to select it.

2. Custom Design. With the Custom option, you may use the 'Template Builder' or the editor to create your name badges. With 'Template Builder' click on any layout thumbnail image to add it to your template.

Step 3: Once you have made your selection [Selector tab] click Next button to get to the Designer.



Step 4: Enter the Template name.

Step 5: In Designer, you may customize the design and add/delete Merge Fields. After making all the changes, don’t forget to save the changes.​



Step 6: Once you have completed creating your name badge, you may go back to Assign Name Badges to select it under your Level Name.


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