Overview

If you want to normalise all the company names of different attendees (change Bank Corporate Finance, Bank Corporation, Bank Ltd and Bank Corp to just say Bank, for example) then you need a way to change those names just for the badges.  Alternatively, you may wish to exchange a contact’s First Name for his or her nickname on the badge.

Note: This solution will work for any CRM that works with the Event app, so long as you have access to Vx lists.

The current process for creating event badges (using the Email module and the Event app) produces a PDF sheet which you send to your badge printer.  This is fine if all the names on the badges are as you would wish to see them, if they are to be displayed differently this below process can be followed.

To change names without affecting the names on your CRM

• Download the list from your CRM to Excel
• Edit the names as required and save as a new list
• Upload the new list as a standalone list
• Create a parallel event as a standalone event, for the sole purpose of generating event badges
  • Link to the Event App Training Guide - for Standalone (CSV)
• Use the other event, linked to your CRM, to manage the guests on arrival and write back Attended, Cancelled and No Show.