Hi! Today we're going to talk about our new name tag designer. Before you start designing a name tag, the first thing you're going to want to define is the layout. We define a few Avery layouts you can use for three by four type labels. However, you can design any layout you want using name tag layouts.
To get to the screen, click on the gear icon and click on Name Tag Layouts. This lets you create a new layout. It gives you a preview of what your layout will look like. I'm going to call it, let's say "Foldable". I'm going to leave it at the standard page width and height. You can reduce this if you're using, say, a dedicated label printer that takes the size of the labels you're using. Let's imagine this is foldable, so I'm going to increase the height to six. So as you can see the preview changed when I adjusted that.
I want two columns and it will show both those columns. If I try to add two rows, well it's going to be too long for the size of the paper I'm using so I'll leave that at one row. And I can, of course, adjust the top and the left margin as well as create gaps between the labels if that's something that the labels you want to use require. So with that, I've created custom layout I can then use in the Name Tag Designer.
To actually create a Name Tag, you go to the gear icon again and choose "Name Tags". I'm going to create a new Name Tag, and the first thing you should do is change the name. I'm just going to call it "Test" for now. You can use one of the pre-made Avery layouts or choose the custom one that I created called foldable. We could do that, but I'm going to stick with a default layout for this example and I'll click save.
Now that our layout is set we can go ahead and design it. This is your canvas from which you design your name tag. You can click on text and you can add anything you want. You can change the color of it. You can change the margins. You can also drag it. You can rotate it, change the height, width, etc. And that goes for anything that you pull onto the name tag. Probably the thing you're going be using the most is the merge fields.
By default, the first setting here is a formatted name. This can also accept rules to design a name. By default, it presents the first name and the last name of the attendee. However, you can create a rule that uses any of the attendee fields. I'm going to set it up like this, center align it, and let's pull in the class year as well. Center align that.
I can also pull on images. So, let's grab this image and place it, say, here. And we can even pull in the QR code. I'm going to put that about here. We can change the background color if you want or we can just leave it as is. Let's say this is what I want to use for my name tag. As I've designed it, it has been saving it. You can see the saved at here. If I move this slightly, you can see it's unsaved changes and now it's saved again. It saves automatically. Now, if I didn't like that adjustment, I can also undo it. So, there's an undo or there's a redo as well.
Let's say this is the name tag design I want to go with. It's already been saved so I just return to the name tags. Now, at this point we need to assign this name tag to an event.
We have this test event here. If I go into the event and I am looking at the modern tab layout for edit event it's under the event options and it is the Check-In and Attendance area specifically name tag. Right now, no name tags are assigned so I will assign the test name tag that I created to it. Now the formatted name I told you by default it does first name, last name. Well, I can put in different formulas that looks at the attendee fields to build a custom formatted name for your event.
I won't cover that in this video, but that's something we can work with you to do. Next, we'll go ahead and update the event. Once that is updated, we now see a Name Tags button here. If I click on it, it shows all the different attendees coming to the event and allows you to choose which ones you want to print. I can even search for a particular individual if I wanted.
But, let's say I want to print all of them. I basically just click Print Selected, and it will generate a PDF of those name tags. So as you can see here, for each attendee, it has created the different name tags. And now I can just print to the printer I have it connected to.
So, that's how you can set up custom name tag layouts, design your name tag, and then print them. If you have any questions, please feel free to reach out to support. Thanks!