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: Jul 25, 2017 10:27AM EDT
  • Event Management for Salesforce: Publish Event

    Version: 5.170903xxxx 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: Sep 25, 2017 05:49AM EDT
  • Event Management for Salesforce: Discount Plans

    Version: 5.170903xxxx 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: Sep 25, 2017 05:50AM EDT
  • Event Management Webinar

    The following recorded webinar is a detailed look at the FREE Click & Pledge Event Management Application on Salesforce. The webinar covers all aspects of the Event Management Application then addresses questions from the attendees.

    Last Updated: Dec 11, 2017 06:42PM 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: 5.170903xxxx 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: Sep 25, 2017 05:50AM EDT
  • Event Management for Salesforce: Additional Information Tab

    Version: 5.170903xxxx 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: Sep 22, 2017 11:50AM EDT
  • Event Management for Salesforce: 'Messages' Tab

    Version: 5.170903xxxx 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: Sep 25, 2017 05:51AM EDT
  • 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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