Knowledge Base

Event Management with Salesforce

  • Event Management with Salesforce: Process payment for registrations paid by any payment type other than credit card or e...

    Version: 5.180405xxxx If the registrant made a payment through Invoice / Custom payment / Purchase Order, he/she can pay again with the Credit card, eCheck payment or custom payment with the same name and address. Step-by-Step Procedure:

    Last Updated: Jun 20, 2018 07:27AM EDT
  • Event Management with Salesforce: Swiper1 Global Access

    Version: 5.180405xxxx Swiper1 global access will help the Active events to integrate with the Swiper1 mobile app. Step 1: Users List 1) Click on Swiper1 Global Access. 2) Create a new User List, if it is not created already. 3) If al...

    Last Updated: Jun 20, 2018 07:26AM EDT
  • Event Management with Salesforce: UI Additions

    Version: 5.180405xxxx Change of Labels in the External Registration Page: Till now, the labels in the External Registration Page are not customizable. But now, those are customizable in two ways. One is by showing & hiding the label. ...

    Last Updated: Jun 20, 2018 07:26AM EDT
  • Event Management with Salesforce: Send SMS

    Version: 5.180405xxxx Send SMS to an attendee or registrant through Twilio Step-by-Step Procedure:

    Last Updated: Jun 20, 2018 07:26AM EDT
  • Event Management with Salesforce: Bit.ly Short URL

    Version: 5.180405xxxx The main use of Bitly short URL is, it will shorten the length of the URL. Step-by-step Procedure:

    Last Updated: Jun 20, 2018 07:25AM EDT
  • Event Management with Salesforce: Events Home Page

    Version: 5.180405xxxx Events home page looks like this. Let’s see the functionality of each one. 1.Click on C&P Event Management tab. If you don’t find the tab then click on All Tabs (+ Symbol) which is at the right top. In All tabs...

    Last Updated: Jun 20, 2018 07:25AM EDT
  • Event Management with Salesforce: Events Dashboard

    Version: 5.180405xxxx Events Dashboard gives the whole overview of the event. To enter into the Events dashboard, click on the desired event name. The dashboard looks like this. There are three sections in the dashboard. They are: ...

    Last Updated: Jun 20, 2018 07:25AM EDT
  • Event Management with Salesforce: 'Form Fields' Tab

    Version: 5.180405xxxx A form field consists of contact fields and custom questions. Contact Fields: Using the contact fields you can add or remove optional fields in the Billing Information section. The changes which are made here will...

    Last Updated: Jun 20, 2018 07:25AM EDT
  • Event Management with Salesforce: How to add attendees to a gotowebinar event

    Version: 5.180405xxxx How to add a GoToWebinar registration to an Event: To sign into GoToWebinar, Click here. Step-by-Step Procedure:

    Last Updated: Jun 20, 2018 07:24AM EDT
  • Event Management with Salesforce: Default Settings

    Version: 5.180405xxxx 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 ...

    Last Updated: Jun 20, 2018 07:24AM EDT
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