Knowledgebase

Event Management for Salesforce: Default Settings

Last Updated: Jul 18, 2017 12:31PM EDT
Version: 5.170502xxxx

Default Settings page helps to set default values for site URL, payment, receipt, and registration email. 



To set the default settings, follow these steps:

1.Click on C&P Event Management.

2.Click on Default Settings.

Default Settings Details:



1.Default Site URL: If there are more than one site URL, select the desired site URL as default and lock it. To do so, go to Setup > App Setup > Create > Tabs > Custom Object Tabs > New (Click it).

You will see the below screen. Select object as ‘C&P Event Settings’ from the drop-down menu, assign desired colour for the tab and click ‘Next’.



Click ‘Next’.



Click ‘Save’. 



C&P Event Settings tab is created. Click ‘Go’.



Click ‘Edit’.



Lock Default Site:
If this check box is enabled then the selected Site URL will be locked and the locked Site URL cannot be changed while creating the new event.



NOTE: If you don’t find the ‘Lock Default Site’ field, go to edit layout and drag and drop the field.

2.Default C&P Account Number: Select the desired account number from the drop-down menu.

3.Default Payment Methods For Site: The options which are enabled here will be available in the External Registration Page. Remaining options can be enabled or disabled in “Basic Information” of the desired event.

4.Default Payment Methods For Box Office: The options which are enabled here will only be available in the box office.

5.CSS Styling: CSS can be edited for Event Site and Event Listing Sites. Apply Default CSS and Apply Custom CSS are the two options available.

Apply Default CSS to all Sites [Lock/Hide Selection]: If this option is enabled then the default CSS which is developed by Click & Pledge will serve. By selecting this option, the CSS Fields will not appear in Event Site Template as well as in the Event Listing Sites as it locks the section.

NOTE: To see the CSS code, please click ‘Reset’ button.

Apply Custom CSS to all Sites [Unlock/Show Selection]: If this option is enabled then the custom CSS will serve. Please click ‘Reset’ button to revert the CSS to default CSS.

NOTE: By default, the Event Site Template and Event Listing Sites templates were set to Default CSS, even though you selected the above option. Please change the preference to Custom CSS if needed. 



6.Enable Box Office Registration for: The Settings given here will reflect in the Box office section.
Event Status: Select the type of events which need to be available for registrations in the Box Office.

Level Status: If the status is set to ‘Active’, then all the active levels under particular event will be available in the Box Office section. If the status is set to ‘Box Office Only’, then the levels whose mode is set to ‘Box Office Only’ will display in the Box Office section. To change the level mode, go to Particular Event > Basic Information > Pricing / Registration Level > Mode (Set to Box Office Only).

7.Before Registration Start Message: The message which is entered here will be displayed in the External Registration Page if the registrant wants to register before the registration date.

8.Event Sold Out Message: If the total inventory for the event is sold out, then the message entered here will be displayed in the External Registration Page.

9.Level Sold Out Message: If the total inventory for the level is sold out, then the message entered here will be displayed in the External Registration Page.

10.After Event Ends Message: The message which is entered here will be sent to the attendees after the event ends.

11.Inactive Event Message: If the event status is set to ‘Inactive’ and the registrant tries to register an attendee for an inactive event, then the message entered here will be displayed in the External Registration Page.



Payment



1.Show Terms & Conditions: By enabling it, terms & conditions will be appeared in the External Registration Page.

2.Acknowledgement Mandatory: By enabling it, the check-box for terms & condition in External Page must be enabled. Then only the Process button will be displayed.

3.Terms & Conditions Text: The text which is entered here will be displayed in the External Registration Page.

4.Thank you: The text or the image which is entered or uploaded here will be displayed after processing the payment in the External Registration Page.

5.Payment Declined: The text or image which is entered here will be displayed when the payment is declined.

Default System Receipt:



1.Send Receipt: By enabling it, a receipt will be sent to the registered email about the transaction details.

2.Receipt Header: The text which is entered here will appear in the receipt header.

3.Terms & Conditions: The terms & conditions entered here will appear in the bottom of the receipt.

4.Internal Notification: The email ids which are mentioned here will receive a copy of the receipt as an email.

Registration Email:



1.Email From/Reply-to Name: The name mentioned here will be the sender’s name from whom the attendee/registrant receives an email.

2.Email From/Reply-to Address: The email address mentioned here will be the sender’s email address from whom the attendee/registrant receives an email.

3.Bcc: Enter the email address so that they too will receive this email.

4.Email Subject: Enter the desired email subject which should appear in the email.

5.Email Body: The default email body will be available. Based upon the need, the body of the mail can be edited here.

6.Merge Fields: These fields can be added in the email body according to the need.

7.After entering all the fields, click on Update Settings to save the changes.
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