6.3. Networking: Badges and Passes (QR Code)

Activating and Deactivating Badges & Passes

• Log into CMS with credentials
• Select App
• Click on “Settings”
• Click on “Features” (Scroll down to “Badges”)
• Slide the toggle ON or OFF as required
• Click “Save”

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• If the toggle is turned off your client will see the teaser page in the Libraries -> Badges and Passes

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Designing and Editing Badge

• Click on “Libraries” in CMS
• Click on “Badges & Passes”
• Click on “Add a new badge”

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• Fill out fields as required.
(Note: A preview of the badge will display update as you design/edit the badge (Profile picture, job title and company will however not update on the preview)

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1. Badge Name (This can be anything and will only be shown in the list in CMS)
2. The header can be either an image or a colour
3. Select what you would like displayed on the badge; Event Logo, Profile Image, Job title and Company (Note; the Event Logo displays over the header)
4. If you would like a custom label on your badge, then turn the custom label toggle ON. You will then be able to type in the custom label and the background/text colour of the label
5. Select which group the badge is shown to (People groups determine who this badge is applied to. If a person is 'matched' with multiple badges, the priority of the badge decides which one is displayed.)
6. Click “Create” to create and save the badge.

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• You can then find your newly created badge in the “Badges/Passes” list
(Note: In the list you can search for badges, reorganise the badges by clicking and dragging them in the list and you can also delete badges from the list)

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Importing 3rd Party QR code into CMS

• Go into the 3rd party registration platform, such as Entegy
• Import the attendee profiles including, their name, organisation, job title and badge reference
• Log into CMS > Libraries > People > Import/Export TAB and download the example template

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• Populate the template sheet with the information from the 3rd party import sheet
• Then import the completed file into CMS
• During the import, you may get an error message if an attendee already exists in the app or there is missing information from your template sheet
• Go to the people TAB and you should be able to see all the imported attendees
• You can search for a specific attendee or click “Edit” on any one of them to check and ensure that relevant attendee information is imported
• Check that the QR code ID field is populated with the correct 3rd party code
• Click Save

 

NOTE: You can also export CMS QR Codes into a 3rd party platform. Please refer to the specific platform’s own guidance.

 

Using the QR Scanner and Adding Contacts

• To use the QR code scanner, the user must log in to their event app on their device
• Go to the right-hand side drop down menu and click on “Event Connections”

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• Click on the “Scan” button

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• Allow device access to the camera
• The user can then scan another delegates/attendees QR Code
• If the QR code belongs to a delegate who is registered in the event app, the user will receive a “Successfully Added” message
• A newly added contact will appear on the Event Connections list

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• The user can then either; call (Voice & Video), email, chat or visit the website of the new contact if they have this information available on the contact card
• The user can search for a contact or reorganise the list either according to recently added or alphabetically
• The user can also delete a contact by clicking on the 3 dots on the contact card and clicking on delete

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