Create Event Name Tags

Various Avery style nametag templates are available in the software. Click to view the video on creating custom nametags for event attendees.

1. For the desired event, click the Guest List tab.
2. In the Guest List section click on the Report icon.

   

3. In the Report Items window, select the desired name tag style. Three styles are available which include preset fields. If you wish to use alternate fields, including custom fields, see Use Advanced Report Builder for Event Name Tags/Tent Cards.

   

   In the example below, style 1 for Avery 2-1/3x3-3/8 Labels is selected.
    

   

4. Select the desired Logo to use option. You may choose to include the member's logo, your organization's logo, or no logo.
5. Select the additional details you wish to Show on the name tags: Both Title and Company, Only Member's Title, Only Member's Company or None.
6. Select how you want the nametags sorted.
7. Select which Company Name you want to include on the name tags: Use Primary Registrant's Company or Use Attendee's Company.
8. Click Refresh Report. Review the report, then output the report to print your name tags.

Name tags may be created that list a participant's name and business name. If you desire additional participant information or to include a graphic on the name tag, you may wish to download the name tag data and import it into Microsoft Word where you can customize the name tag as desired.

1. For the desired event, click the Guest List tab.
2. In the Guest List section click on the Report icon.

   

3. In the Report Items window select Style 3.

   

4. Complete the Guest List Report Filters. This option allows you to select the registrants that you wish to include in your output file.

   

5. Click Continue.

   

6. On the Name Tags options screen click the Download Name Tag Data button. The Name Tag data will be downloaded to an Excel spreadsheet for future use.

The Advanced Reporting option allows you to customize the fields included on your name tags, tent card, etc. This option allows you to select custom fields associated to your events. For example, if you use a custom field to track your table assignments, and wish to include these on your name tags, you can create a template to include this field.

1. For the desired event, click the Guest List tab.

   

2. In the Guest List section click on the Report icon.

   

3. Click Advanced Reporting. The Report Builder screen will be displayed. Many of your event fields are included as Selected Fields by default and the Filter by Criteria/Conditions are set to the event you are working with.

   

4. To select your custom field(s), click Events > Registrations > Custom Fields in the left-hand list.
5. Hover your mouse over the custom field you wish to include to drag it to the Selected Fields list.
6. Once you have added all the needed fields, click Run Report. You will use the column headers to identify the merge fields in your template. Best Practice: Copy the columns to notepad for future use.

   

7. Click Nametags, Tent Cards, Envelopes, Labels & more using Word® Mail Merge.

   

8. Click Customize next to the template you wish to update. The template will open in word.
9. Enable editing of the word document, and add the desired merge fields. Processes for adding merge fields to a word document will vary depending on the version of Word you are using. The directions below are for Microsoft Office 365. Refer to Microsoft documentation for details on working with merge fields.
   • Copy one of the merge fields in the document, and paste it where you would like to include the new merge field. In the example below, «Attendee Company» has been copied.

   

   • Right click on the copied field, and select Edit Field.

   

   • Enter the previously copied column header into the Field Name text box.

   

   • Click OK. Add additional merge fields as needed.
   • Save your template. Best Practice: Save the template where it will be easily accessible to you in the future.
10. Return to the Report Builder screen to choose your template.

    

11. Click Choose File and navigate to and select your saved template.
12. Click Perform Merge. A word document will output.