Documentation
Documentation

Badge Builder

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IMPORTANT

Badge Builder is not enabled by default. To enable Badge Builder, contact your Client Account Manager.

The Badge Builder helps admins create customized badges for events, adjust the badge appearance, and generate ready-to-print PDFs.


Creating a badge pack

To create a new badge pack:

  1. Go to Admin Panel > Badge Builder.
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NOTE

Admins may need to log in to the Badge Builder console. Use your Clowder admin credentials. If your credentials do not work, contact your Client Account Manager.

  1. Click the Create New Pack button.

  2. On the Manage Badges Pack page, enter the pack's name.

  3. Click the Clear & Import new users button.

  4. Add the CSV file with the list of users who need badges. Drag and drop the file or click to upload it.

  5. After uploading the file, click the Import button.

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TIP

To import more users from another CSV file, click the Import more users button. The structure of the new CSV file must match the original upload — this means the number and names of columns must be the same.


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NOTE

If a user ID in the new file matches an existing one but other details have changed, those details will be updated in the table. A new entry is only created if the user ID is unique and not already present.


  1. Review the information from the file, including the users and their details.
  2. Click the Next to Collections button.
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TIP

To clear and import new users, click the Clear & Import new users button, then upload a new CSV file. Click Import to replace the previous users with users from the new file.


  1. Click the Create New Collection button on the Badges Collections page and start configuring the badges.

Configuring badge design

The badge configuration page has two areas:

  • Collection Design: In this area, admins can set up the badge's appearance.
  • Badge Preview: In this area, admins can see a live badge preview. Changes in the design area appear here. Click the arrow buttons to switch between badges and check how they look.

Collection design

In the Collection Design area, admins can customize several options:

SectionDescriptionNotes
Collection NameHelps to identify and organize different badge designs.Enter the name of the badge collection (for example, Test Collection).
Badge Print FormatDetermines the paper size for badge printing.Options: Letter, A4, Letter (Landscape).
Badge SizeSpecifies the size of the badge.Options: 4 x 3; 4 x 6; 4 1/4 x 6
Background ColorSets the badge's background color.Enter a HEX value or use the color picker.
Text ColorCustomizes the badge text color.Enter a HEX value or use the color picker.
OrientationDetermines how the badge will be positioned on the printed page.Options: Landscape, Portrait.
Enable two-sided badgeEnable the box to design and print badges with information on both sides.After enabling this option, a Frontside/Backside toggle will appear. Admins can switch between the two sides to design each one separately. The badge will also flip automatically when hovering over the preview area.
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NOTE

The design options for the front and back sides are slightly different.

Enable border for generated badgesControls whether gray border lines are shown around each badge in the generated PDF.Use this setting if your printing process requires visible badge boundaries for cutting or alignment.
Enable Crop MarksAdds professional crop marks around each badge in the PDF to guide precise cutting.

  • Crop marks are thin black lines outside the badge area, in accordance with print standards (0.2–0.5 pt, 3–5 mm).

  • A bleed area (2–3 mm) extends the design beyond the crop marks to prevent white edges.

  • Crop marks appear automatically for all badge sizes and paper formats.

FRONTSIDE
QRAdds a QR code to the badge when enabled.

  • The complexity of the QR code depends on how many fields are included.

  • Only fields present in the uploaded CSV file can be included.

  • The QR code preview updates automatically as fields are selected.

LogoInserts the company logo.To add a logo to the badge:
  1. Enable the Logo toggle.
  2. Drop an image file into the upload area or click to select an image from your device.
  3. Adjust the necessary area of the image using the cropping tool.
  4. Click the Save button.
Name (Line 1)Displays user names on the badge.To set it up:
  1. Toggle on Name (Line 1).
  2. Choose the appropriate fields from the uploaded CSV file (for example, user_fname for the first name or user_lname for the last name).
  3. (Optional) Enable the Max Size box to make the badge's first field larger.
Line 2 and Line 3Displays additional information, such as company name, job title, or other details, on the badge.To display additional information on the badge:
  1. Toggle on either or both of Line 2 and Line 3.
  2. Select the appropriate formatting options (Bold, Italic, or both).
  3. Select the field to choose the desired additional information.
Event NameDisplays the event name.Toggle on the Event Name option, then enter the event name in the provided box.
CategoryDisplays a category, such as the attendee's role or group.Toggle on the Category option, then enter the category name in the provided box.
BACKSIDE
ImageDisplays an image on the backside of the badge.To upload an image:
  1. Using the Frontside/Backside toggle, select Backside.
  2. Turn on the Image toggle.
  3. Click the upload area or drag and drop the image.
  4. Once uploaded, adjust the image area in the editing tool.
  5. Click the Save button.
LinesEnables up to four lines of additional information on the badge.After toggling the desired line, admins can either:
  • Choose the necessary field from the uploaded table.
  • Switch to the text input field and enter custom text directly.

Saving badge collection

Click the Create button to save the badge collection.

After clicking Create, the Badge Collections page opens, showing all created collections for the specific badge pack.

To make changes to the collection, scroll to the Options column and click the Edit icon. After making changes, click Save to update.

Generating badges

To generate badges:

  1. Click the Preview & Generate button on the Collection Design page.
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NOTE

Use the search field to find users quickly.

  1. Select all users in the list or use the checkbox to pick specific users.
  2. After making a selection, the Generate button becomes active. Click it to start the badge generation process.
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NOTE

A .zip file automatically downloads to your computer after the badge creation. The resulting .zip archive will include:

  • template.json: a technical document for support in case you need help with this badge pack.
  • source.csv: the original file with user data used to generate this pack.
  • badges.pdf: the PDF file containing the generated badges.

Managing badge packs

Go to Admin Panel > Badge Builder to see a list of all created packs. To manage a specific pack:


  1. Click the Edit button in the Options column of the desired pack.
  2. Click Next to Collections to open the detailed view to see all collections within the pack.
  3. Review or edit the collections directly from this page.

Updated 8 days ago

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