The workflow

Your registrant list is already in Salesforce. Badges shouldn't need a separate tool.

Event and conference badge printing usually means exporting attendees to a dedicated badge-design app or a Word mail merge — a detour that's easy to get wrong the morning of the event.

01

Select attendees from the list view

Check the Contacts or Leads registered for the event — the same registrant list you're already tracking in Salesforce, no separate export.

02

Pick a badge layout and fields

Choose a badge-sheet template and the fields to print per attendee — name, organization/company, title, or any other field on the record.

03

Generate and print

PrintCrate lays out a single PDF sized to the badge sheet's exact geometry, ready to print and slot into badge holders before doors open.

Why this is a different problem than mailing labels

Badge printing has its own constraints

Badge sheets aren't just smaller labels — they're a different physical product with their own layout math (fewer, larger badge slots per sheet), and the data on them is usually different too: a first name and organization someone reads at a glance across a room, not a mailing address.

PrintCrate handles that as a distinct layout, not a smaller version of a mailing-label sheet: each template carries its own columns, rows, badge dimensions, margins, and gaps.

Because the field-mapping step is generic, the same generate action pulls whatever fields matter for a badge — name and organization for a conference, name and household or chapter for a membership meeting — pulled live from the record at generation time, not typed into a separate badge-design tool by hand. See how to print name badges from Salesforce for the step-by-step version.

Who this is for

Conference & event organizers

Print a full slate of attendee badges from a Salesforce registration or event-attendee list, right before the doors open.

Nonprofit & membership admins

Badges for annual meetings, galas, or chapter events pulled straight from the same Contact or Lead records used for everything else.

Recurring-meeting admins

Any org that reprints name badges for the same attendee roster meeting after meeting, without redoing the layout each time.

Frequently asked

What sheet size does this print to?

PrintCrate ships an active Avery 5392 name-badge template: 6 badges per sheet, 4 inches wide by 3 inches tall, in 2 columns and 3 rows. Its geometry is confirmed against Avery's own official template PDF.

Can I print both mailing labels and badges from the same app?

Yes — it's the same PrintCrate list-view action and the same PDF generator, just pointed at a different template. See printing mailing labels from Salesforce for the mailing-label version of this workflow.

Does data leave my Salesforce org?

No. The badge PDF is generated and downloaded entirely within your own org session — there's no external API call and no data sent to PrintCrate's own infrastructure as part of generation.

Where things stand: PrintCrate's label and badge workflow, including the active Avery 5392 badge template, is built and tested against a live Salesforce org. A hands-on click-through is still in progress, and it isn't installable from AppExchange yet. Get early access by email and we'll set you up directly.