Knowledge Base

Event Management (Salesforce App)

  • Event Management for Salesforce: Overview

    The Event Management for Salesforce application provides a comprehensive solution for organizations to accept registration for events online. The following are the key features: Named & anonymous registration: Through the named r...

    Last Updated: Dec 20, 2017 01:12PM EST
  • Event Management for Salesforce: Publish Event

    Version: 5.171204xxxx Event and Event Listing Pages are available to the public using either the View button or adding the iFrame code to your website or social sites. After you create your Event or Event Listing page, you can find the Vi...

    Last Updated: Dec 20, 2017 04:38AM EST
  • Event Management for Salesforce: Discount Plans

    Version: 5.171204xxxx There are two types of discount plans: Level Discount Plans Event Discount Plans 1) Level Discount Plan: By selecting the Level Discount Plan, the discount plans created for Levels will be active and the disc...

    Last Updated: Dec 20, 2017 04:38AM EST
  • Event Management Webinar

    The following recorded webinar covers the FREE Click & Pledge Event Management Application on Salesforce. We also recommend that you review or attend our Salesforce Integration webinar which discusses both Donor Management and Event Ma...

    Last Updated: Jan 18, 2018 02:00PM EST
  • Event Management: How to create an event (Event Management with Salesforce)

    Before you can start creating events using the Event Management Application on Salesforce CRM, make sure you have followed the installation and instructions: http://help.clickandpledge.com/customer/portal/articles/805045 To create ...

    Last Updated: Jul 18, 2017 12:21PM EDT
  • Event Management for Salesforce: Basic Information Tab

    Version: 5.171204xxxx Enter all the basic event details. In Basic Information fill all the mandatory fields (*) that need to be completed to create an event. All other sections like Additional Information, Messages, Discount Plans, etc. al...

    Last Updated: Dec 20, 2017 04:39AM EST
  • Event Management for Salesforce: Additional Information Tab

    Version: 5.171204xxxx You can customize Event and Levels in this section. Use the radio buttons to access either Event or Levels. All customizations are optional. Event Google Map Address: Enter the address information to be used for the...

    Last Updated: Dec 20, 2017 04:39AM EST
  • Event Management for Salesforce: 'Messages' Tab

    Version: 5.171204xxxx Customize a message for Event and Levels. This includes messages displayed during registration/payment process and on automated email receipts (if send receipt is selected). Event Messages Before Registration ...

    Last Updated: Dec 20, 2017 04:40AM EST
  • Event Management for Salesforce: Manage your Registration Form

    Within the Event Management Application for Salesforce you may customize your registration form for your Payee and Event Levels. Click on Registration Form under your event name to add fields and custom questions. Video: Registration Fo...

    Last Updated: Sep 24, 2015 03:12AM EDT
  • Event Management for Salesforce: Create and Manage Widgets

    The event management application provides an open platform for creating public event registration pages. The design tool offered for creating the registration layout is extremely flexible allowing for addition of any type of design element ...

    Last Updated: Jul 17, 2017 02:25PM EDT
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