When you add user info, images, text, or shapes to a badge in Socio Onsite, you can set visibility rules that determine which attendee badges these elements should be printed on. For example, you might put a sponsor logo on a badge to be printed for that sponsor's representatives, or you might put a specific shape or line of text on badges for VIPs, staff members, or speakers that grant access to restricted areas. There are tons of possibilities, and Socio Onsite's visibility rules ensure each person gets the right badge.

Screenshot of the Set Visibility modal. The Visibility selection is

Scenario

There's a lot you can do with Visibility rules, and they can get quite complex. To help you understand how complex rules are made and used, consider the following scenario.

  • You're creating badges for your business association event, attended by business owners and their managers and senior employees. There's an unadvertised, invite-only roundtable session for owners of young companies experiencing rapid growth, and you want to use a hexagon shape on badges to verify access to the session.

  • In Socio Registration, you create a ticket called "Owners" and a checkout form specific to that ticket. All other attendees use a different ticket and form.

  • You add a Dropdown type question to the form, asking how many years old their company is.

  • Finally, you use a Single Select type question to ask them approximately how many employees are in their company. The options were 1-25, 26-99, 100-249, and 250+.

  • Registration is now closed, and you use the registration data to send out private invites to the session. Now you have to make a badge rule so event staff know at a glance who to admit to the roundtable.

As you read through the article, keep this scenario in mind. At the end, we'll tie everything together.

For a look at how to create forms and questions in Socio Registration, check this out.

Visibility

When you add images, text, or shapes to a badge, click the Settings (⚙️) icon, and click Visibility to set up rules that determine when the element should or shouldn't be printed on the badge.

Screenshot of the Add Shape tab of the Design Tools. The Settings menu is expanded for a hexagon shape.

In the modal that appears, select an option from the Visibility drop-down. The options available are the ticket names that sync from your linked Socio Registration Event. If you import data, the options consist of data imported in the Attendee Type column.

Screenshot of the Set Visibility modal.

If the element's visibility is only based on attendee type, great! Click Save Changes to finish the rule.

If you need to base visibility on both the Attendee Type and a registration question, click the Rule Conditions section to customize the rule further.

Rule Conditions

For the first condition, you can only select AND because selecting OR would nullify the Attendee Type selection. Once you add at least one AND rule, you can add an OR rule.

Fields and Values

Click the Fields drop-down to see a list of all the question types from your linked Socio Registration Event. If you import data into Onsite, the available fields are based on the columns in the file.

Once you've selected a Field, the Values drop-down appears where you can select the answer(s) that relate to this rule. Select one or more Values.

Screenshot of the Set Visibility modal.

At this point, you can click Save Changes, and the element will print on the badge for anyone in the Attendee Type you select who gave the answer(s) to the question you chose.

Using multiple fields

Click either AND or OR and then Add Condition to add more depth to the logic that determines whether or not the element is printed on the badge. Think carefully about how the rule may conflict or interact with other rules you've made.

Screenshot of the Set Visibility modal. An additional AND condition has been set using Company Size values.

Click Save Changes when you're done.

Tying in the scenario

Here's how you'd build the visibility rule for the hexagon shape mentioned in the scenario at the beginning of the article.

  • You select Owners from the Visibility list because the hexagon shape should only be printed if the attendee is an Owner.

  • For the first Condition, you select the Company Age option, since you're basing the rule partially on that question. You then select 1 as the Value. Add two OR conditions, and select the 2 and 3 Values since your round-table session is for young companies.

  • You now add an AND condition, and then select the Company Size option under Fields. You select the 100-249 Value, add an OR condition, and then select the 250+ Value.

Screenshot of the Set Visibility modal. The selected values match the description above.

The result of these selections means that the hexagon will print only on owner badges whose companies grew to 100 or more employees in the first three years!

Now you know how to make Visibility rules to tailor exactly what gets printed on each badge and for whom! Now it may be time to publish your event.

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