Eventsforce

Use this onboarding checklist to build your Groups & Ticketing events.

Eventsforce Groups & Ticketing - Getting Started Checklist

Ben Dharmanandan

Kim de Vries

Support articles for Eventsforce Groups & Ticketing

Eventsforce Groups & Ticketing

Learn more about the recent changes made to Eventsforce Groups & Ticketing and its features.

Product updates - Eventsforce Groups & Ticketing

Announcements

Walk through the attendee journey within Groups & Ticketing.

Concept of Eventsforce Groups & Ticketing

Learn the booker and attendee journeys for group registration in self-service mode.

Groups & Ticketing - Self-service (attendee) mode

Learn how to direct attendees to register in a specific ticket type using click-to-book ticket links in Eventsforce Groups & Ticketing.

Click-to-book Ticket Links

Learn the booker and attendee journeys for group booking in group organizer mode.

Groups & Ticketing - Group organizer mode

Learn how to create new events and copy existing events on Eventsforce Groups & Ticketing.

How to create and duplicate an event

Learn the relationship between tickets and categories in Eventsforce Groups & Ticketing.

Understanding tickets and categories

Learn how to add person tickets, item tickets and packages to your event on Eventsforce Groups & Ticketing.

Creating tickets and packages

Learn when ticket packages should be used compared to individual tickets on Eventsforce Groups & Ticketing.

When to use ticket packages

Learn how you can test your event on Eventsforce Groups & Ticketing.

How to test your event

Learn how to edit the registration timeout for events with limited capacities on one or more tickets in Groups & Ticketing.

How to control the registration timeout for an event

Learn how to change tickets for attendees who have completed bookings in Eventsforce Groups & Ticketing.

How to change tickets for an attendee

Learn about your options when setting up a group registration event on Eventsforce Groups & Ticketing.

Registration settings

Learn how to set up and manage a ticket waitlist for Eventsforce Groups & Ticketing.

Ticket waitlists for Eventsforce Groups & Ticketing

Event Setup

Learn how to add sessions individually or via Excel import on Eventsforce Groups & Ticketing.

Adding, duplicating and importing sessions

Learn how to add session labels, presenters and locations to sessions on Eventsforce Groups & Ticketing.

Adding and assigning session labels, presenters, and locations

Learn how to set up and manage a waiting list for sessions in Eventsforce Groups & Ticketing

Session Waitlists for Eventsforce Groups & Ticketing

Learn how to publish sessions in bulk or individually on Eventsforce Groups & Ticketing.

Publishing sessions on your agenda

Program

Learn how to set up group rates and early bird rates using tickets on Eventsforce Groups & Ticketing.

Setting up group rates and early bird rates

Learn how to configure your payment gateway(s) to accept credit card payments on Eventsforce Groups & Ticketing.

How to set up a payment gateway

Learn how to display prices to include or exclude tax for an event in Eventsforce Groups & Ticketing.

Include or exclude tax in displayed prices

Learn how to create discounts individually and in bulk, and apply discounts to tickets in Eventsforce Groups & Ticketing.

Creating, applying, and using discounts

Learn how bookers can reserve tickets now and pay later on Eventsforce Groups & Ticketing.

Allowing bookers to pay later (request an invoice)

Learn how to enter payments and refunds for orders on Eventsforce Groups & Ticketing.

Entering payments and refunds for orders

Learn how to request payments for orders with an outstanding balance due on Eventsforce Groups & Ticketing.

Requesting payments for unpaid orders

Learn how to customize the invoices generated by Eventsforce on Eventsforce Groups & Ticketing.

How to customize Eventsforce invoices

Learn how to add new tax rates for tickets, items, and sessions with fees on Eventsforce Groups & Ticketing.

How to add a new tax rate

Learn how to process a refund for overpaid orders on Eventsforce Groups & Ticketing.

Processing a refund

Learn how to utilize payment profiles on Eventsforce Groups & Ticketing.

Payment profiles

Finance

Learn how to add content to website pages in Eventsforce Groups & Ticketing.

Adding content to websites

Learn how to link item tickets to registration questions in Eventsforce Groups & Ticketing.

Linked Item Tickets

Learn how to upload a website favicon and logo in Eventsforce Groups & Ticketing.

How to customize the website identity

Learn how to customize the appearance of your Eventsforce Groups & Ticketing website.

Designing the website

Learn how to track website activity with Google Analytics 4.

Google Analytics in Eventsforce Groups & Ticketing

Learn how to add your event to WordPress using a WordPress plug-in in Eventsforce Groups & Ticketing.

How to embed your Groups & Ticketing event and/or agenda into WordPress

Use AI to create your event's website description on Eventsforce Groups & Ticketing.

Eventsforce and AI Integration

Learn how to ask your bookers and attendees seemingly duplicate questions while maintaining clear event reports on Eventsforce Groups & Ticketing.

How to add duplicate questions and maintain accurate reporting

Website

Learn how emails are used in Eventsforce Groups & Ticketing.

Emails in Eventsforce Groups & Ticketing

Learn how to create and send custom emails from your event in Eventsforce Groups & Ticketing.

Creating and sending custom emails

Learn how to invite attendees to your Eventsforce Groups & Ticketing event.

Creating and sending invitation emails

Learn how invitees can decline the invitation for the event on Eventsforce Groups & Ticketing.

Declining an event invitation

Learn how to utilize merge tags to customize your email communications on Eventsforce Groups & Ticketing.

Email merge tags

Learn about status codes seen in the email campaign and email history grids on Eventsforce Groups & Ticketing.

Email status codes

Learn how to configure and send separate confirmation emails based on ticket selection on Eventsforce Groups & Ticketing.

Creating and sending custom registration confirmation emails

SendGrid in Eventsforce Groups & Ticketing

SendGrid

Communications

Learn how to import registrations into an event on Eventsforce Groups & Ticketing.

Importing registrations into an event

Learn how event organizers can manage bookings and attendees on Eventsforce Groups & Ticketing.

Managing orders and attendees

Order/Registration Management

Learn how to use the omnisearch bar in Eventsforce Groups & Ticketing.

Using the search bar in Eventsforce

Learn about the default reports available in Eventsforce.

Reports in Eventsforce Groups & Ticketing

Learn how to create a custom report using Insight Templates in Eventsforce Groups & Ticketing.

How to create a custom report using Insight Templates

Reports

Obtain the credentials needed for your Zapier integration.

Using Zapier integrations with Eventsforce Groups & Ticketing

Learn how to turn on the Simpleview CRM Integration and import attendees for an event.

Using Simpleview CRM lists with Eventsforce Groups & Ticketing

CRM Integration & Eventsforce Groups & Ticketing.

Defining and Using the CRM Integration

Learn how to import your CRM FAM Trip Itineraries to create Event Sessions in Eventsforce Groups & Ticketing.

Importing Simpleview CRM FAM Trip Itineraries as Eventsforce Sessions

Integrations

Learn how to create new users to access and manage events on Eventsforce Groups & Ticketing.

How to add a new user

Learn about event access groups and how they can be used to limit user access on Eventsforce Groups & Ticketing.

Event access groups

Learn how to create User Roles in Eventsforce Groups & Ticketing to control user access and abilities.

How to create and edit User Roles

Learn about setting up SSO for your Eventsforce Groups & Ticketing admin portal.

How to set up SSO using SAML 2.0

System administration

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