How can I send a Badge Preview to my Attendees for approval in Conference Tracker?

How can I send a Badge Preview to my Attendees for approval in Conference Tracker?

You can send a preview of the conference badge to attendees so they can verify their information before the conference.  Here is how:

  1. Create your badge in Conference Tracker using the Badge Design screen.  If you want to prevent users from printing the badge at home, change the graphics on it or add the text "Preview" to it.
  2. On the left-hand Navigation Menu, click on Badges -> Email Badges.
  3. Click on the blue "Generate" button. If left to the default settings, this will generate all Attendee badges.
  4. Towards the bottom of the screen, you should see the Badge Review section, which includes download links to specific badges to preview them before sending them. Below those, you will be able to edit the email sent out to your Attendees.
  5. Enter the template for the email.  See an example of this at the bottom of this page.
  6. Click the blue "Email Badges" button at the bottom of the page.
  7. If you changed the graphics or added "Preview" (step 1 above), undo your changes and save.

Sample Template:

In the Subject, enter something like "Please confirm your conference badge information"

In the body of the message, enter text similar to the following.  Note that you need to update text between the brackets < text > with your own:

Dear $Name$,

We are looking forward to seeing you on <Wednesday, March 12> at <the Orlando Convention Center> for the <2016 Southeast Conference>.

We used the information you provided during the registration process to create your conference badge. For a preview of this badge, please click the following link:

 $Link$

Please check your badge to ensure its accuracy.  If you need to change information on your badge, please contact <Jim Smith> at <jims@company.com> or call <(407)555-01234>.

Thank you for confirming your information. We look forward to seeing you soon!

Regards,

<XYZ>  

<2016 Southeast Conference Chair

 


Click here to go back to the Conference Tracker Support page.


    • Related Articles

    • Conference Tracker: How do I design badges?

      Badges can be created for Attendees, Presenters and Exhibitors using our Badge Designer built-in to your http://conftrac.com/ website. To create and design a badge do the following: On the left hand Navigation Menu, navigate to Badges -> Manage ...
    • Conference Tracker - How do I create Polls?

      INTRO With the Polls section, you can quickly create and send one-question polls to your Attendees. These can be useful if you need a quick response from your conference guests, such as a question about the conference or having audience participation ...
    • Conference Tracker: How do I manually check attendees in?

      Introduction Staff members with the correct permissions can manually check attendees in to the system. This is normally done when the attendee arrives at the conference, so there are additional options to record handouts given, as well as printing a ...
    • Conference Tracker- How do I manage Surveys?

      INTRO With the Surveys section, you can create and send surveys containing multiple questions to your Attendees. These work very similarly to Polls, but the key difference is that it allows you to insert as many questions as you would like, as ...
    • Conference Tracker- How do I create new companies?

      INTRO In Conference Tracker you can create and manage the companies that will be attending your conference. This allows your users to be able to input the company they represent, whether they are a regular attendee or an exhibitor. This is primarily ...