How to add and edit badge elements in Zoho Backstage

Badge Design

Event badges enable event participants to come together and connect with each other to build relationships and communities. Design and generate event badges efficiently by using Zoho Backstage's solution: Badges. This guide will help you through creating badge templates, customizing badges, and printing them for your event.

Include user and event-related elements on the badge template based on the participant's role. Elements on the badge template will act as placeholders, and will pull up the associated data automatically when you are viewing badges for an individual, or at the time of printing. Add additional aspects, such as the QR code, and configure them based on your needs. Keep the design of the badge consistent with the branding style of all your event collateral, so that people can easily recognize it. 

Pick the style and layout for your event badges to suit your needs. Backstage provides preset sizes like A7, A6, CR80, and CR100 in portrait and landscape orientations to choose from or even set up a custom size that help you display your content in your desired format. Create various badge layouts based on the roles of the people who are part of your event. Default badge templates for organizers, speakers, staff, sponsors, and exhibitors are available, which you can further customize. For attendees, you can create a common badge template, or make one for each ticket class.



  1. Go to Design > Badges, from the Dock.
  2. Click Create Badge. A dropdown menu opens. 
  3. Select a badge type from the dropdown menu. The Badge Options dialogue box will appear with settings on the left and a template preview on the right.



  4. Select Badge Size.
    1. Choose Preset to select from default badge sizes in the dropdown menu.
    2. Choose Custom to set your own size for the badge. Go to Step 6. 
  5. Choose Portrait or Landscape to set the orientation of the printed information on the badge. 
  6. Click OK. The badge will open in an editor, where you can continue to add elements to the design.

Adding user information



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Above the template preview, choose Front Side or Back Side based on where you want the respective badge information. 
  4. Click the Design tab on the right pane.
  5. Expand User Info. The fields that can be added onto the badge design are listed.
  6. Click on any field or drag and drop the field onto the badge to include it in the design template.

Note:
  1. Based on the availability of information, the fields you drop in the badge template's design will either display information from a user's profile, or will include placeholders. If there are no people in a particular role, sample information will be displayed.
  2. You can add more properties to any user information by clicking the field.

Edit user field properties 

  1. Click the Properties tab after adding a user information field on the badge template.
  2. Use the pickers in the Geometry section to set the position of a field.
  3. Choose a Font, Font Style and Font Size from the respective dropdown menus. 
  4. Align the text field with the template using the Left alight, Centre align and Right align icons for horizontal alignment. For vertical alignment, use the Top align, Middle align, and Bottom align icons.
  5. Use the text casing icons to modify the text to uppercase, lowercase or title case.

Note: Text placeholders in the badge template's design will not show up when a badge is printed or downloaded as a PDF file.

Adding event information



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Above the template preview, choose Front Side or Back Side based on where you want to display the information. 
  4. Click the Design tab in the right pane.
  5. Expand the Event info section.
  6. Click on any field, or drag and drop the field onto the badge to include it in the template's design.

Note:
  1. The fields you drop in the badge template's design will display information from the event. If none is available, it will include placeholders.
  2. You can add more properties to any event information by clicking it.

Edit event field properties 

  1. Click the Properties tab after you've added an event information field on the badge template.
  2. Use the pickers in the Geometry section to set the position of a field.
  3. Choose a Font, Font Style and Font Size from the respective dropdown menus. 
  4. Align the text field with the template using the Left alight, Centre align and Right align icons for horizontal alignment. For vertical alignment, use the Top align, Middle align, and Bottom align icons.
  5. Use the text casing icons to modify the text to uppercase, lowercase or title case.

Note: Text placeholders in the badge template's design will not show up when the badge is printed or downloaded as a PDF file.

Adding a QR code



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Above the template preview, choose Front Side or Back Side based on where you want to add the QR code. 
  4. Click the Design tab in the right pane.
  5. Expand QR Code and click on the QR Code icon. The QR Code dialogue box appears.
  6. Select Personal data or Other data, depending on what you want to link to the QR code.
  7. Select the data you want to link in the associated field or enter the link you want to navigate to.
  8. Click Create.

Note:
  1. You can add more properties to the QR code by clicking it.
  2. The custom fields you add to forms can also be associated to the QR code.

Edit QR code properties  

  1. Click the Properties tab after you've added the QR code on the badge template.
  2. Use the pickers in the Geometry section to set the position of a field.
  3. Click the + icon in the Stroke section.
    1. Select a color from the color picker. The corresponding color code will appear alongside the selected color.
    2. Enter a number in the Width text box. 

 Adding the background




  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Above the template preview, choose Front Side or Back Side based on where you want to add the background. 
  4. Click the Design tab in the right pane.
  5. Click Background.
  6. Select the Image, Gradient or Color option and choose the desired background from their respective pop-up panels. 
  7. Click Select to add the background.

Note: To remove a background, click the None option in the Background section.

Add an image

  1. Go to the Design tab in the badge editor.
  2. Expand Background and select Image. The Choose Image dialogue box appears.
  3. Click Upload Image to upload a new image or choose one of the existing background images. 
  4. Click Select to instantly set the image as the background on your badge template.

Add gradient

  1. Go to the Design tab in the badge editor. 
  2. Expand Background and select Gradient. The Pick Gradient dialogue box appears.
  3. Click Upload Image to upload a new image or choose one of the existing background images. 
  4. Enter a number in the Direction text box to adjust the angle of the gradient.
  5. Rearrange the color stops within the gradient band in the Picker area to control the distribution of each color in the gradient.
  6. Click on the gradient bar in the Picker area to add a new color. A color stop will be displayed with the chosen color.
    Note: To modify the color, click on the circle at the bottom of a color stop, then select a new color.
  7. Click Select to set the gradient as the background for your badge template.

Select a color

  1. Go to the Design tab in the badge editor. 
  2. Expand Background and select Gradient. The Pick Color dialogue box appears.
  3. Select a color by clicking on the color palette and preview it on the right.
  4. Click Select to set the color as the background for your badge template.

Adding static fields



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Above the template preview, choose Front Side or Back Side based on where you want to add the static fields. 
  4. Click the Design tab in the right pane.
  5. Expand Static Fields.
  6. Click any option to add it to the template.

Note: You can add more properties to a field by clicking on it.

Edit static field properties 

  1. Click the Properties tab after you've added an event information field on the badge template.
  2. Use the pickers in the Geometry section to set the position of a field.
  3. Choose a Font, Font Style and Font Size from the respective dropdown menus. 
  4. Align the text field with the template using the Left alight, Centre align and Right align icons for horizontal alignment. For vertical alignment, use the Top align, Middle align, and Bottom align icons.
  5. Use the text casing icons to modify the static text to uppercase, lowercase, or title case.

Adding punching reference area



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Select the side of the badge template where you want to view the punching area.
  4. Click the Design tab in the right pane.
  5. Expand Punching Area Reference.
  6. Select one of the options in the Punching Area Reference section.

Note: Punching marks are only placed for reference to help you with aligning elements on the badge. These marks will not show up when the badge is printed or downloaded as a PDF file.

Duplicating a badge

Create a copy of an existing badge template, then modify it for other participant role in your event.



  1. Click the  icon for a badge template in the Badges page.
  2. Click Duplicate Design.
  3. Select the badge you want to duplicate. The Duplicate Badge is displayed at the bottom amongst all the other badges. 
 

Clone a badge from another event

Duplicate badge designs made for any role from other events in your portal for any role in your current event.


  1. Click Create Badge. A dropdown menu opens displaying the list of badges.
  2. Click Clone from Another Event.
  3. Select the badge type. A Clone Test Badge pop-up dialogue box appears. 
  4. Select an event from the drop menu. The templates of all badges under that particular event are displayed. 
  5. Select the required badge design.
  6. Click Clone. 
After you have prepared your badge template, you can continue to customize your design to suit your event's theme.

Changing template size 

Change the size of the badge template at any time when you are designing it. Pick from a list of standard sizes, so that you can ensure that all the elements will fit appropriately, and are displayed in a legible way. Select custom sizes for your badge template if you want to size your badge differently.



  1. Click the  icon for a badge template in the Badges page.
  2. Click Edit. The badge editor opens. The badge template is displayed on the left and Design attributes are available on the right.
  3. Click the Design tab on the right pane.
  4. Click the Change link near the size of the card. The Edit Badge dialogue box appears.
  5. Modify the badge template's size and orientation. You can preview the template on the right.
  6. Click Change.

After you have designed your badge you can then generate, download, to print it.

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