When you add user information, images, text, or shapes to a badge in Webex Events Onsite, you can set visibility rules that determine which attendee badges to print these elements 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 that grant VIPs, staff members, or speakers access to restricted areas.
There are tons of possibilities, and Webex Events Onsite's visibility rules make sure each person gets the right badge. Let's learn about how it's done! 🔍
Because there's a lot you can do with Visibility rules, they can get quite complex. To help you understand how to make and use advanced rules, 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 newer companies experiencing rapid growth, and you want to use a hexagon shape on badges to verify access to the session.
In Webex Events Registration, you create a ticket called "Owners" and a checkout form specific to that ticket. All other attendees will use a different ticket and form.
You add a Drop-down 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 are 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. 🧵
To learn how to create checkout forms and questions in Webex Events Registration, check out our Create Checkout Forms and Questions article.
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 appear on the badge.
In the modal that appears, select an option from the Visibility drop-down. The available options are the ticket names that sync from your linked Webex Events Registration Event. If you import data, the options consist of data imported in the Attendee Type column.
If Attendee Type is the only criteria that determines this element's visibility, great! Click Save Changes to finish the rule.
If you need to base visibility on both the Attendee Type and a registration question, expand the Rule Conditions section to add more visibility criteria to the rule.
For the first condition, you can only select AND because selecting OR nullifies the Attendee Type selection. Once you add at least one AND rule, you can add an OR rule if needed.
Fields and Values
Click the Fields drop-down to see a list of all the question types from your linked Webex Events Registration Event. If you import data into Onsite, the available fields are based on the columns in the import file.
Once you select a Field, the Equals button and Values field appear.
Clicking the Equals button lets you choose if the Rule will apply to answers that equal or are contained in the Value you select.
In Values, select or enter the answer that relates to this Rule.
⭐️ Keep in mind, how you enter Values depends on the type of question you select as the Field. For example, if your Field is a Checkbox Select question, you can select multiple options in the Values field. Single Select questions only let you select one Value per Condition. If you select a Field that's a Text type question, you can type in the Value.
At this point, 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, then select a Field from the Add Condition drop-down to add more depth to the printed badge element logic. Think carefully about how the rule may conflict or interact with other rules you've made.
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 this 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 for Company Age and select the '2' and '3' Values since your round-table session is for companies up to three years old.
You now add an AND condition and select the Company Size option from the Add Condition drop-down. Select the 100-249 Value, add an OR condition for Company Size, then select the 250+ Value.
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! Here's how the complete Visibility Rule looks in the Webex Events Platform:
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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