How can I create, assign, and print badges for different roles (e.g., Attendees, Exhibitors, Staff) in Expo Pass?
Creating and printing badges with proper role assignments is crucial for streamlining check-ins and ensuring a smooth experience in an event powered by Expo Pass. Here's a comprehensive guide:
Understanding Badge Roles
Expo Pass allows you to design and print customized badges for different roles such as Attendees, Exhibitors, and Staff. Proper planning and configuration of badge types are essential to ensure everyone receives the correct badge.
Creating different Badge Designs for Different Attendee Types
Create distinct badge templates for each role (e.g., different designs for Attendees, Exhibitors, Staff).
Note: If you are interested in creating different badge designs to distinguish between badge types, please reach out to support@expopass.com to confirm this is an option for your event. Our team will verify that your event has ordered sufficient badge stock and equipment to support multiple badge designs.
Configuring Print Layers for Different Attendee Types
Use print layers to control what data prints onsite for each attendee group. This lets you use the same pre-printed badge shell while customizing the printed information for roles like Attendees, Exhibitors, and Staff.
If you need different data to print for each group (for example, “Company Name” for Exhibitors and “Ticket Type” for Attendees), create a new print layer separate from your default badge.
In Badge Manager:
Create a new print layer with the specific fields you want to print.
Customize it to include the correct details
Assign the print layer to the correct badge when Onsite → Design Badge → Form Badge.
This ensures the right information prints for each attendee type while using one consistent badge design onsite.
Option 1: Assigning Badges Using Registration Levels
Utilize Registration Levels to link specific roles to badge types.
For example, create Registration Levels named “Attendee,” “Exhibitor,” and “Staff.”
When uploading attendees into Expo Pass, include a Registration Level column in your import file and assign the appropriate role to each person.
Set up Badge Assignment rules within Expo Pass so that each Registration Level automatically maps to its respective badge design.
This ensures the correct badge prints during check-in.
Option 2: Assigning Badges Using Custom Attendee Fields
If your event setup doesn’t rely on Registration Levels, you can use Custom Attendee Fields to assign badges based on specific attendee information.
Navigate to Attendees > Set Up Attendee Fields.
Create a Custom Attendee Field as a Single Select Option.
⚠️ The field cannot be a text or multiple choice type — it must be a single select dropdown.
When preparing your attendee upload CSV, include a column for this custom field.
The value in each row must exactly match one of the Single Select options you created.
This method allows you to flexibly assign badge designs based on attendee-specific characteristics (e.g., VIP level, sponsor status, or session type).
Setting Up Badge Assignments in Badge Manager
Whether you are assigning badges by Registration Level or Custom Attendee Field, you’ll need to configure the badge assignment in Badge Manager:
Go to Onsite → Design Badge.
Select Form Badge, name the badge, and select your shell and print options.
To assign badges:
If using Registration Levels, select Assign by Registration Level and choose the appropriate level.
If using a Custom Attendee Field, go to Additional Constraints → select your Custom Attendee Field → choose the field option you want linked to that badge design.
🛠️ Troubleshooting Tip:
If you do not see your Custom Attendee Field in the list, it is likely because it was created as a text or multiple choice field type. You will need to update it to a Single Select Option, refresh your browser, and then return to Badge Manager to complete the assignment.
Conclusion
By using Registration Levels, Custom Attendee Fields, and properly configured Print Layers, you can efficiently create and print badges tailored to every role at your event.
Whether automated or manual, these configurations ensure a professional, organized, and seamless check-in experience for all participants.
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Option 1: Assigning Badges Using Registration Levels
Utilize Registration Levels to link specific roles to badge types.
For example, create Registration Levels named “Attendee,” “Exhibitor,” and “Staff.”
When uploading attendees into Expo Pass, include a Registration Level column in your import file and assign the appropriate role to each person.
Set up Badge Assignment rules within Expo Pass so that each Registration Level automatically maps to its respective badge design.
This ensures the correct badge prints during check-in.
Option 2: Assigning Badges Using Custom Attendee Fields
If your event setup doesn’t rely on Registration Levels, you can use Custom Attendee Fields to assign badges based on specific attendee information.
Navigate to Attendees > Set Up Attendee Fields.
Create a Custom Attendee Field as a Single Select Option.
⚠️ The field cannot be a text or multiple choice type — it must be a single select dropdown.
When preparing your attendee upload CSV, include a column for this custom field.
The value in each row must exactly match one of the Single Select options you created.
This method allows you to flexibly assign badge designs based on attendee-specific characteristics (e.g., VIP level, sponsor status, session type, etc.).
Setting Up Badge Assignments in Badge Manager
Whether you are assigning badges by Registration Level or Custom Attendee Field, you’ll need to configure the badge assignment in Badge Manager:
Go to Onsite → Design Badge.
Select Form Badge, name the badge, and select your shell and print options.
To assign badges:
If using Registration Levels, select Assign by Registration Level and choose the appropriate level.
If using a Custom Attendee Field, go to Additional Constraints → select your Custom Attendee Field → choose the field option you want linked to that badge design.
🛠️ Troubleshooting Tip:
If you do not see your Custom Attendee Field in the list, it is likely because it was created as a text or multiple choice field type. You will need to update it to a Single Select Option, refresh your browser, and then return to Badge Manager to complete the assignment.
Conclusion
By using Registration Levels or Custom Attendee Fields, and properly setting up your badge assignments in Badge Manager, you can efficiently create and print badges tailored to every role at your event.
Whether automated or manual, these configurations ensure a professional, organized, and seamless check-in experience for all participants.