Knowledge Base

Event Management with Salesforce

  • Event Management with 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: Jun 20, 2018 07:21AM EDT
  • Event Management with Salesforce: Publish Event

    Version: 5.180806xxxx 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: Aug 28, 2018 05:27AM EDT
  • Event Management with Salesforce: Discount Plans

    Version: 5.180806xxxx 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: Aug 28, 2018 05:27AM EDT
  • 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: Aug 16, 2018 03:21PM EDT
  • Event Management with Salesforce: How to create an event

    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: Aug 16, 2018 03:29PM EDT
  • Event Management with Salesforce: Basic Information Tab

    Version: 5.180806xxxx 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: Aug 28, 2018 05:28AM EDT
  • Event Management with Salesforce: Additional Information Tab

    Version: 5.180806xxxx 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: Aug 28, 2018 05:29AM EDT
  • Event Management with Salesforce: 'Messages' Tab

    Version: 5.180806xxxx 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: Aug 28, 2018 05:29AM EDT
  • Event Management with 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 Form

    Last Updated: Jun 20, 2018 07:48AM EDT
  • Event Management with 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: Jun 20, 2018 07:48AM EDT
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