Knowledge Base

Event Management with Salesforce

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

    Version: 5.181207xxxx 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: Dec 13, 2018 02:50AM EST
  • Event Management with Salesforce: Create Tickets with Designer

    Version: 5.181207xxxx​ 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: Dec 13, 2018 02:51AM EST
  • Event Management with Salesforce: Create Name Badges with Designer

    Version: 5.181207xxxx​ 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: Dec 13, 2018 02:51AM EST
  • Event Management with Salesforce: Check-In and Check-Out with Swiper1

    Version: 5.181207xxxx 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: Dec 13, 2018 02:51AM EST
  • Event Management with Salesforce: Box Office

    Version: 5.181207xxxx​ 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: Dec 13, 2018 02:52AM EST
  • Event Management with Salesforce: Attendee Designation - Role Label

    Version: 5.181207xxxx 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: Dec 13, 2018 02:52AM EST
  • Event Management with Salesforce: Registration Sites

    Version: 5.181207xxxx 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: Step-by-Step:

    Last Updated: Dec 13, 2018 02:54AM EST
  • Event Management with Salesforce: Registration Emails

    Version: 5.181207xxxx​ 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: Dec 13, 2018 02:54AM EST
  • Event Management with 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: Jun 20, 2018 07:41AM EDT
  • Event Management with Salesforce: Campaigns

    Campaigns may be defined for an event and its corresponding levels. In the presence of campaign, the registrant will become a campaign member of the event campaign and the attendees will become campaign members of their respective registere...

    Last Updated: Jun 20, 2018 07:40AM EDT
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