DOWNLOAD THE ATTENDEE LIST STEP

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1 How To: Create Name Badges (for a Mac) This documentation is designed to walk through the necessary steps to create name badges for an event. The Alumni Association has created a Name Badge Template which is accessible for download and can be used to easily merge data from the Name Badge Report. Name tags can be created by following these THREE steps: 1. Download the Name Badge Report (add additional columns of data, if needed) 2. Download the Name Badge Template (a link is provided in this document to download the template) 3. Data merge with Name Badge Template GETTING STARTED On the class, club or group s home page, go to the LOGIN link. Use your Infinite Connection username and password to login. DOWNLOAD THE ATTENDEE LIST STEP 1 The event registration form has already been created, go to the Events Home page. Step 1: On the imodules Administrative Toolbar, go to the Events tab and select Events Home.. Step 2: Find the Event Name. 1 P age Page 1 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

2 Although there are many options for setting up name badges, name badges are most commonly created like the example below. The Name Badge Report provides THREE fixed fields of data (first name, last name, mailer class) that cannot be removed but additional fields can be added to the download so that information like course or degree can be included, if needed. Step 3: Click the drop down menu to the right of the cog wheel next to the Event Name and select Create Reports. Note: While the Name Badge Report includes standard fields (first name, last name and mailer class), you can use the Manage Columns function on the events reporting page to add additional fields to the Name Badge Report and use the resulting.xlsx file to create name badges that include these fields. 2 P age Page 2 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

3 Step 4: For the Name Badge Report, click the Manage Columns link. Step 5: In the Forms, click on Quick Field List and type Degree Format into the Available Fields search box. Step 6: Click on Degree Format when it is found in the search. It will then be added under the Selected Fields column. Step 7: Click Save. Once you have selected all of the columns of data that you would like to include in the data download, click Save. The selected fields will now be available for you to use on your name badges. 3 P age Page 3 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

4 Step 8: Select.CSV. Step 9: Click Begin Download. Now, you are ready to move onto using the data download to create name badges. As soon as Begin Download is selected, a file with all fields selected will appear in the bottom left hand corner of the window. At this point, you may choose to open or to save the file. 4 P age Page 4 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

5 DOWNLOAD THE NAME BADGE TEMPLATE STEP 2 Step 10: Download the Name Badge Template from the Encompass by imodules Volunteer Toolkit by clicking here. Download the Name Badge Template by clicking, here. This template uses Avery Name Badge Insert DATA MERGE WITH NAME BADGE TEMPLATE STEP 3 Open the the Name Badge Report data download in Excel. All members and their guests will be appear in the Excel file. ONLY the members who have logged in on the event registration form, will have the Mailer Class and Degree Format columns completed. If a member is an alum and did not log in, this information will need to be completed on the Excel file before the merge is done. Step 11: Open Name Badge Report data download in Excel. Step 12: Save Excel file. The Last Name column will download with characters in the row header. This should be changed to read Last Name so that the merge program runs correctly. 5 P age Page 5 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

6 Step 13: Go to File, Save As and use the Save As drop down menu to save as an.xlsx file. Click Save. Step 14: Open the Name Badge Template file in Word. 6 P age Page 6 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

7 Step 15: Go to Tools and Select Mail Merge Manager. Step 16: On the Mail Merge Manager menu, click Create New. 7 P age Page 7 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

8 Step 17: Select Labels. Step 18: To use the Name Tag Template already open, click Cancel. 8 P age Page 8 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

9 Step 19: On the Mail Merge Manager, select Get List. Step 20: Select Open Data Source. Step 21: Select the.xlsx file, click Open. 9 P age Page 9 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

10 Step 22: Click Ok. Step 23: Click Ok. 10 P age Page 10 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

11 Step 24: For Edit Labels, click OK. Step 25: Click on Preview Results. 11 P age Page 11 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

12 Step 26: For Preview Results, select << A B C >>. Review name tags to ensure all data fields appear as needed. DO NOT make any changes to this version of the document. 12 P age Page 12 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus

13 Step 27: For Complete Merge, select Merge to New Document. Step 28: Print Name Tags. Review all name tags in the final document and edit the file, if needed. This template uses Avery Name Badge Insert P age Page 13 Events: How To Create Name Badges (for a Mac) for Class, Club and Group Leaders March 2015 K. Balkus