Knowledge Base

Event Management (Salesforce App)

  • Event Management for Salesforce: Create and Manage Event Site Template

    Version: 5.180405xxxx Site templates give full freedom to customize the look of your event webpage. The templates which are designed in this section will be the event’s External Registration Page. To create or edit templates go to Designe...

    Last Updated: Apr 17, 2018 10:10AM EDT
  • Event Management for Salesforce: Create Tickets with Designer

    Version: 5.180405xxxx​ You have the option to create tickets for your event levels. Choose from Click & Pledge ticket templates or customize tickets for your event. After the layout is selected, Merge Fields and editor will be provided...

    Last Updated: Apr 17, 2018 10:11AM EDT
  • Event Management for Salesforce: Create Name Badges with Designer

    Version: 5.180405xxxx​ You have the option to create name badges for your event levels. Choose from Click & Pledge name badge templates or create your own name badges for your event. After the layout is selected use Merge Fields and...

    Last Updated: Apr 17, 2018 10:12AM EDT
  • Event Management for Salesforce: Check-In and Check-Out with Swiper1

    Version: 5.180405xxxx Check-In & Check-Out for attendees of a particular event can be managed in this section. All the attendees who were registered for the event will be listed here. Click on C&P Event Management and select the d...

    Last Updated: Apr 17, 2018 10:12AM EDT
  • Event Management for Salesforce: Manage Registrations

    Using the Click & Pledge Event Management release 2.x Application on Salesforce, you may manage your eventRegistrations. In this sections you have access to: List of Registrants and Attendees Temporary Contacts Box Offi...

    Last Updated: Sep 24, 2015 02:56AM EDT
  • Event Management for Salesforce: Box Office

    Version: 5.180405xxxx​ The Box Office allows you to manually add registrations to your event levels. Features of Box Office include the ability to process transactions on 'private' levels (levels that do not appear on your public registrat...

    Last Updated: Apr 17, 2018 10:13AM EDT
  • Event Management for Salesforce: Attendee Designation - Role Label

    Version: 5.180405xxxx The registration form may be customized to include labels for each attendee being registered for a level. So if you need for attendees to sign up for certain roles during the registration process you can enter a title...

    Last Updated: Apr 17, 2018 10:13AM EDT
  • Event Management for Salesforce: Registration Sites

    Version: 5.180405xxxx Any number of registration Sites may be designed for an event each including different registration levels and template. The following provides an overview of how to set up different forms: 1-Minute Video: Step...

    Last Updated: Apr 17, 2018 10:14AM EDT
  • Event Management for Salesforce: Registration Emails

    Version: 5.180405xxxx​ Various emails may be designed and sent to the registrants and attendees based on conditions given while creating a registration email. Even though the registration email was created after lot of registrations alread...

    Last Updated: Apr 17, 2018 10:15AM EDT
  • Event Management for Salesforce: Tracking using a URL Tracker

    Available in Release 3.x Registrations from event registration forms may be dynamically tracked by adding a tracker to the URL of the registration page. Use case includes tracking registrations originating from clicks in various newsletter...

    Last Updated: Sep 17, 2015 08:38AM EDT
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