How to add and edit badge elements in Zoho Backstage

Adding and editing badge elements

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.

Adding user information



  1. Click the  icon for a badge template in the Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  3. Select the side of the badge template where you want to display the user information.
  4. Click the Design tab in the right pane.
  5. Expand the User info section. The fields that can be added onto the badge design are displayed in a list.
  6. Click on any field, or drag and drop the field onto the badge to include it in the template's design.

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 you've added a user information field on the badge template.
  2. Use the pickers in the Geometry section to set the position of a field.
  3. Pick the font, font style, font size, and color for the text fields in the respective sections.
  4. Align text field with respect to the template using the Left align, Center align, and Right align icons.
  5. Align text field with respect to its borders using the Top align, Middle align, and Bottom align icons.
  6. 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 Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  3. Select the side of the badge template where you want to display the event 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. Pick the font, font style, font size, and color for the text fields in the respective sections.
  4. Align text fields with respect to the template using the Left align, Center align, and Right align icons.
  5. Align text fields with respect to its borders using the Top align, Middle align, and Bottom align icons.
  6. 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 Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  3. Select the side of the badge template where you want to display the QR code.
  4. Click the Design tab in the right pane.
  5. Expand the QR code section.
  6. Click on the QR code icon. The QR code dialog box will display.
  7. Select the Personal data or Other data radio button, depending on what you want to link to the QR code.
  8. Select or enter the data you want to link in the associated field.
  9. Click the Create button.

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 related color code will display next to 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 Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  3. Select the side of the badge template where you add a background.
  4. Click the Design tab in the right pane.
  5. Expand the Background section.
  6. Click the Image, Gradient, or Color option.

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

Add an image

  1. Click the Image option under the Background section in the Design tab. The Choose image dialog box will display.
  2. Upload a new image. Alternatively, you can also select an existing image from the design library, or pick from the following cloud services: Zoho Docs, Google Drive, Dropbox, and Evernote.
  3. Click the Select button to add the image as a background for the template.

Add gradient

  1. Click the Gradient option under the Background section in the Design tab. The Pick gradient dialog box will display.
  2. Enter a number in the Direction text box to modify the angle of the gradient.
  3. Move the color stops on the gradient band in the Picker area to adjust the amount of each color in the gradient.
  4. 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.
  5. Click the Select button to add the gradient as a background for the template.

Select a color

  1. Click the Color option under the Background section in the Design tab. The Pick color dialog box will display.
  2. Select a color by clicking on the color palette and preview it on the right.
  3. Click the Select button to set the color as the background for the template.

Adding static fields



  1. Click the  icon for a badge template in the Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  3. Select the side of the badge template where you want to add static fields.
  4. Click the Design tab in the right pane.
  5. Expand the Static fields section.
  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. Pick the font, font style, font size, and color for the static text fields in the respective sections.
  4. Align static text fields with respect to the template using the Left align, Center align, and Right align icons.
  5. Align static text fields with respect to its borders using the Top align, Middle align, and Bottom align icons.
  6. 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 Badge Design page.
  2. Click the Edit option. The editor will display with the badge template's design on the left pane, and the design attributes on the right pane.
  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 the Punching area reference section.
  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 Badge Design page.
  2. Click the Duplicate design option.
  3. Select the option based on the role you want to create a template for. The badge will open in an editor, where you can continue to modify the elements in the design.

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