Knowledge Base

Event Management with Salesforce

  • Event Management with Salesforce: Swiper1 Access

    Version: 5.190208xxxx Swiper1 Access helps the event in processing Check-In & Check-out through Swiper1 application. The settings in the page were auto-generated from Swiper1 Global Access. 1.Click on Events and select the desired e...

    Last Updated: Feb 13, 2019 09:34AM EST
  • Event Management with Salesforce: Registrations

    Version: 5.190208xxxx Manage Event Registrants and Attendees - assign Temporary Contacts, issue credit, re-send Registration Emails, send SMS texts, delete test registrations, review answers to form questions, review email logs, and more. ...

    Last Updated: Feb 13, 2019 09:37AM EST
  • Event Management with Salesforce: Anonymous Event

    Version: 5.190208xxxx Generally, we have two types of events. Named and Anonymous. The type of event can be select under Basic Information section. The major change between these two types of events falls on contacts. To book a ticket for...

    Last Updated: Feb 13, 2019 09:33AM EST
  • Event Management with Salesforce: Events Import

    Version: 5.190208xxxx Events Import helps to clone events. Previously we can clone only one event at a time by using ‘Clone’ button in ‘Basic Information’ tab. But Events Import feature helps to clone 75 events at a time. Here is the detai...

    Last Updated: Feb 13, 2019 09:34AM EST
  • Event Management with Salesforce: How to Edit Custom Questions in Events

    Version: 5.190208xxxx To edit Custom Questions in Events, follow the below steps. Step 1: Click on the Events so that the list of the events will be displayed. Step 2: Select an Event from the list. Step 3: Click on the “Edit” button...

    Last Updated: Feb 13, 2019 09:35AM EST
  • Event Management with Salesforce: Opportunity/Opportunity Product Mapping

    Version: 5.190208xxxx Opportunity / Opportunity Product Mapping helps to update the Attendee details and Attendee contact under Opportunity. These are the fields which needs to be mapped with the respective Opportunity. NOTE: The followin...

    Last Updated: Feb 13, 2019 09:35AM EST
  • Event Management with Salesforce: Email Logs

    Version: 5.190208xxxx Email Logs gives the detailed information about the registration emails to whom, when, which template was sent after the completion of the registration. Log Type: Sent and Queued are the two log types. If the Log T...

    Last Updated: Feb 13, 2019 09:35AM EST
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