Eventsforce

Ben Dharmanandan

Kim de Vries

Eventsforce Classic

Registration

Learn what needs to be considered when rescheduling an event on Eventsforce Classic.

How to reschedule or postpone an event

Learn how to email attendees when an event is rescheduled or postponed on Eventsforce Classic.

How to inform attendees about a rescheduled or postponed event

Learn how to create new events and copy existing events in Eventsforce Classic.

How to create and duplicate an event

Learn about the various ways to identify attendees in your event on Eventsforce Classic.

Registration mode (identify attendees using...)

Learn about the different access options for your event on Eventsforce Classic.

Event access (public, private, invitation only)

Learn how attendee categories can be used in your event on Eventsforce Classic.

How to set up attendee categories

Learn how to use the “Invitation only” attendee category setting on Eventsforce Classic.

How to set up invitation only attendee categories

Learn how to prevent registration into an attendee category by using an access code on Eventsforce Classic.

How to restrict an attendee category with an access code

A reference guide for how personal links can be used in your events on Eventsforce Classic.

Using personal links to control access to events

Learn the various ways you can test your event on Eventsforce Classic.

How to test your event

Learn how to go live with your event on Eventsforce Classic.

How to make an event live

Learn how to add a capacity to various items in your event (days, categories, sessions, bookable items) on Eventsforce Classic.

How to add capacities

Learn how to adjust when attendees can register for the event on Eventsforce Classic.

How to change the registration open and close dates

Learn the limitations related to event start date on Eventsforce Classic.

Why can't I change the event start date?

Learn how to best manage the registration data for your event and account on Eventsforce Classic.

How to manage questions and answers in your database

A reference guide to understanding how Eventsforce manages data and passwords on Eventsforce Classic.

Attendee passwords (Reference)

Learn how guests can be registered for your events on Eventsforce Classic.

What are guests in Eventsforce?

Learn how the number of guests can be unique for each attendee on Eventsforce Classic.

How to allow different number of guests per attendee

A reference guide to understanding group registrations on Eventsforce Classic.

Group registrations (Reference)

Learn how QBIs can be used in group registration events on Eventsforce Classic.

How to use QBIs to create real attendees

Learn how day selection can be used for added control in your event on Eventsforce Classic.

Controlling day selection using day packages

Learn how custom event fields can be used in your event and emails on Eventsforce Classic.

How to set up custom event fields

Event setup

Learn more about file formats allowed in Eventsforce Classic.

Supported file formats

Learn how to create category specific registration questions on Eventsforce Classic.

How to show and hide questions for attendee categories

Learn how to create bookable items in your event on Eventsforce Classic.

How to add a bookable item

Learn about QBIs and how to add them to your event on Eventsforce Classic.

How to add quantity bookable items

Learn how to add a registration question to capture attendee information on Eventsforce Classic.

How to add a registration question

Learn how to add the US state question to your event on Eventsforce Classic.

How to add the US State question

Learn how attendees can add email addresses to be copied on all communications on Eventsforce Classic.

How to use the cc email question

Learn how to applies fees and capacities to bookable items on Eventsforce Classic.

How to add a price and capacity to a bookable item

Learn why some questions cannot be deleted and our recommended workaround on Eventsforce Classic.

Why can't I delete a question?

Learn how to show questions based on the answer to a previous question on Eventsforce Classic.

How to set up dependent questions

Learn how to remove registration questions from your event on Eventsforce Classic.

How to delete a registration question

Learn how to create registrations pages, preview registration pages, and link registration pages together on Eventsforce Classic.

How to create and link registration pages

Use file upload questions to collect necessary files from attendees on Eventsforce Classic.

How to add a file upload question

Registration pages

Learn how to display social media icons on the event website on Eventsforce Classic.

How to add social media icons to an event

Learn about the types of content that can be added to website pages on Eventsforce Classic.

How to add content to website pages

Learn how to create and customize tables in your event on Eventsforce Classic.

How to create and edit tables

Learn how to upload a custom event banner to your website on Eventsforce Classic.

How to change your website banner

Learn how to customize the colors and fonts used in your website on Eventsforce Classic.

How to change the website appearance

Learn how to change the template used for your event on Eventsforce Classic.

How to change your website template

Learn how to use CSS to customize the display of your website pages on Eventsforce Classic.

How to change the look and feel of your event website using CSS

Learn how your program display can be customized using CSS on Eventsforce Classic.

How to change the look and feel of your agenda using CSS

Learn how an iframe can be used to embed your Eventsforce event on your own website on Eventsforce Classic.

How to configure your external website to host Eventsforce in an iframe

Learn how personal links can be used in combination with an event embedded in an iframe on Eventsforce Classic.

How to use personal links with an iframe

Learn how direct URLs can be created for website pages on Eventsforce Classic.

How to create direct URLs to website pages

Learn how to add new website pages to your event on Eventsforce Classic.

How to create and preview website pages

Learn the various ways to customize the URL of your event on Eventsforce Classic.

How can I customize the URL or web address of my event

Learn how anchors can be added to website pages to make navigation easier on Eventsforce Classic.

How to use anchors on your website pages

Learn how to add a map on a web page on Eventsforce Classic.

How to embed a map on your website

Learn how to customize the menu bar on your website on Eventsforce Classic.

How to edit the website menu block

Learn how to link your Google Analytics 4 account to an Eventsforce event on Eventsforce Classic.

How to track website activity using Google Analytics 4

Website

Learn the different ways sessions can be displayed in your event on Eventsforce Classic.

Session selection vs. sessions in registration pages

Learn how to create sessions in your event on Eventsforce Classic.

How to add sessions

Learn how to configure your event to display sessions on registration pages on Eventsforce Classic.

How to set up sessions in registration pages

Learn how to prepare your sessions document for a successful import on Eventsforce Classic.

Configuring your session import file

Learn how sessions can be imported to your event in bulk on Eventsforce Classic.

How to import sessions

Learn how to create and assign labels to sessions on Eventsforce Classic.

How to use session labels

Learn how to add presenters and assign them to sessions on Eventsforce Classic.

How to add and use presenters

Learn how session codes can be used in your event on Eventsforce Classic.

How to use session codes

Learn how to preview your current agenda prior to publishing sessions on Eventsforce Classic.

How to preview your agenda or program

Learn how to make sessions visible on your program on Eventsforce Classic.

How to publish sessions

Learn how capacities can be applied to more than one session at a time on Eventsforce Classic.

Changing session capacity in bulk

Program and sessions

Learn about PSD2 and SCA and the impact on your events.

What is PSD2 (European Union Payment Services Directive) and SCA?

Learn how to determine why a credit card payment failed on Eventsforce Classic.

Why did the credit card payment fail?

Learn how to set up a price or fee in your event on Eventsforce Classic.

How to add or edit a price

Learn how to charge a cancellation fee for attendees or items on Eventsforce Classic.

How to add cancellation fees

Learn how to add a VAT code to your event on Eventsforce Classic.

How to set up a VAT code or Sales tax

Learn how to set up payment methods for your event on Eventsforce Classic.

How to enable payment methods

Learn how to add a payment details page to collect payment information and separate invoice details on Eventsforce Classic.

How to add a payment details page

Learn about different discount types that can be provided to attendees on Eventsforce Classic.

Discount types

Learn how marketing codes can be used to provide discounts on Eventsforce Classic.

How to create direct URLs to discount codes

Learn how to edit the start date for an existing discount on Eventsforce Classic.

How to edit a discount start date

Common reasons why your discount may not apply on Eventsforce Classic.

Why is my discount not applying?

A reference guide to event invoices on Eventsforce Classic.

Invoice generation and delivery

Learn how to create/copy an invoice template on Eventsforce Classic.

How to create and edit an invoice template

Learn how discounts can be made available for specific categories only on Eventsforce Classic.

How to set up category specific discounts

Learn how to make a discount available to an item on Eventsforce Classic.

How to link a discount to a bookable item

Learn how to send invoices to attendees via batch emails on Eventsforce Classic.

How to send the invoice email (batch emails)

Learn how to give attendees a link to download their most recent invoice on Eventsforce Classic.

How to add an invoice download link to an email

Learn how financial transactions are handled in Eventsforce on Eventsforce Classic.

Finance integration (reference)

Learn about the different process flows related to finance on Eventsforce Classic.

Finance integration process flows

Learn the finance terms and definitions used by Eventsforce on Eventsforce Classic.

Finance integration definitions

Learn how the API can be used in finance integration on Eventsforce Classic.

Finance integration API

Learn how to email unpaid attendees to request payment on Eventsforce Classic.

How to request payment from unpaid attendees

Learn how to configure your payment gateway(s) on Shuttle to accept credit card payments on Eventsforce Classic.

How to set up a payment gateway using Shuttle

Finance

Learn about email campaigns on Eventsforce Classic.

Email Campaigns

Learn how add to calendar links can be used in your emails on Eventsforce Classic.

How to add a calendar link in emails

Learn how to show different email content with dependent text blocks on Eventsforce Classic.

How to use dependent text blocks in emails

A reference guide for automatic emails on Eventsforce Classic.

Automatic emails (Reference)

Learn how to send yourself test emails in your event on Eventsforce Classic.

How to test emails

Learn why emails cannot be edited in your event on Eventsforce Classic.

Why can't I edit my emails?

Learn how to add people to an invitation list on Eventsforce Classic.

How to create an invitation list

Learn how to invite people to register for your event on Eventsforce Classic.

How to edit and send an invitation email

Learn how to create and send an ad hoc email from your event on Eventsforce Classic.

How to create and send an ad hoc email

Learn how to give attendees the ability to opt out of receiving emails on Eventsforce Classic.