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Event Badges

Event Badges enable your Organization to collect a standard or custom set of data for use on physical or digital name badges for constituents who have registered for an event.

Enable Staff View Order Process to Use "Collect Badge" Field

For orgs where Nimble AMS was installed prior to the Winter '19 release, administrators can ensure that when Collect Badge is not selected on an event, an event badge is not created for the attendee automatically on the Add Items step of the Staff View order process.

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Enable Event Badge Collection

  1. Navigate to your active event, or create a new event

  2. Check the box labeled "Collect Badge"

  3. Save the event

Anytime you would like to collect badges or badge information for an event, this box will need to be marked as, by default, this is unchecked.

Creating Event Badges

In Staff View
  1. Create a new order
  2. Choose the event you would like register a constituent for
  3. If the event is set to collect event badges, submitting the cart will automatically populate the event badge based on the registrant. 
In Community Hub
  1. Navigate to, and register for, an event that collects event badges
  2. If the event is set to collect event badges, the "Badge Preferences" card will appear; this will pre-populate with the registrants information, which they can modify before continuing to their payment.

Event Badges in Internationalization

If you have enabled Salesforce multi-currency, you will start viewing the amount in the Currency ISO Code on all layouts within your org.

The ISO Code that you view on the Event Badges will match with the Currency field value on the Entity that you have selected.

If the logged-in staff users Currency field value does not match with the Currency field value of the Entity record that he is placing an order for, you will also see the approximations displayed within the braces.

Enable Registration Independent Event Badge Creation

For orgs where Nimble AMS was installed prior to the Winter '19 release, administrators can allow staff to create an event badge manually and without a related registration. This can be handy if you have a business process where you create event badges outside the Staff View order process. Event badges in the Staff View order process and Community Hub registration process are created as usual.

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Editing Event Badges

In Staff View
  1. From the Registration record, select the "edit" link next to the record you want to modify from the Event Badge related list
  2. Make any needed changes, and save.
In Community Hub
  1. Log in to Community Hub and select the "My Registrations" navigation item on the left hand side
  2. "View" the Event Registration that needs bade modifications
  3. Select Edit
  4. Adjust the badge information as needed, and save.

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