How to set up the e-badge in Zoho Backstage

Emailing a badge

Distribute badges to event participants by emailing them. Customize the way a badge is displayed in the document that is emailed to event participants, so that they can easily print them out and use them as identification tags when they come to the event.
 
Ensure that the e-badge layout is finalized and saved before registrations begin, so that any emails with the badge PDF will include the latest layout. You can also enable the Badge PDF option when editing an email template to automatically attach the corresponding badge to every recipient's email.



  1. Switch to the Manage dashboard using the toggle button in the top-right corner of the Event Console.
  2. Click the Overview tab.
  3. Click the View designs link in the BadgeUp card. The Badge designs page will be displayed with all the badges you've created so far.
  4. Click a badge template. The details of the badge template will be displayed.
    1. Alternatively, click the menu for a badge and select the Info option.
  5. Click the Customize layout button in the E-badge settings section. The Layout settings pop-up will appear.
  6. Set the size of the physical document that will be attached to the email in the Paper size dropdown.
  7. Select an orientation for the document.
    Note: This option will not be available if the Same as card option is selected in the Paper size dropdown.
  8. Choose an option for the arrangement of the front and back faces of the badge.
  9. Choose an option for the type of fold between the front and back badge faces.
  10. Set the margin measurements for the document.
  11. Click Done.
 
Note:
  1. The options available for layout settings will differ based on the role you are creating the badge for.
  2. The Front and back arrangement and the Fold type options will only appear if you have created the back side for the badge.
 

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