Eventsforce Groups & Ticketing is our next generation registration and ticketing platform. Groups & Ticketing offers event organizers a fast, modern and extremely easy to use platform to promote events, sell tickets and maximize revenue from group bookings.

Event managers can use this onboarding checklist to get started building and managing their Groups & Ticketing events.

Note: If your account does not have group functionality available, please contact your account manager or Eventsforce support.

Getting Started

Event Setup

Event setup articles provide further detail around the functionality and registration process for Groups & Ticketing events, along with help guides to create your event.

  1. Concept Eventsforce Groups & Ticketing

  2. Groups & Ticketing - Self-service mode

  3. Groups & Ticketing - Group organizer mode

  4. How to create and duplicate an event

  5. Understanding tickets and categories

  6. Creating tickets, subtickets, and packages

  7. When to use ticket packages

  8. How to test your event


Build your event program by providing helpful information for attendees as they register and book sessions.

  1. Adding, duplicating, and importing sessions

  2. Adding and assigning session labels, presenters, and locations

  3. Publishing sessions on your agenda


Maximize your revenue with ticket packages, special group rates, and more. Learn how attendees can pay via credit card or request an invoice.

  1. How to set up Stripe

  2. Allowing bookers to pay later (request an invoice)

  3. Setting up group rates and early bird rates

  4. Creating and using discount codes

  5. Entering payments and refunds for orders

  6. Requesting payment for unpaid orders

  7. How to customize Eventsforce invoices

  8. How to add a new tax rate


Create beautiful branded event websites using our own content management system, or display your ticket booking process in your website.

  1. Adding content to websites

  2. Designing the website

  3. Google analytics in Eventsforce Groups & Ticketing

  4. How to embed your event and/or agenda in WordPress


Create compelling invitation and confirmation emails to capture the attention of your attendees.

  1. Emails in Eventsforce Groups & Ticketing

  2. Creating and sending invitation emails

  3. Declining an event invitation

Order/Registration Management

Manage your orders and attendees effortlessly and efficiently within your event.

  1. Managing orders and attendees


Predefined reports take the hassle out of getting order/attendee data. Quickly search your entire database or run reports.

  1. Using the search bar in Eventsforce

  2. Reports in Eventsforce Groups & Ticketing


Seamlessly integrate your Eventsforce data with third party system using our Zapier API.

  1. Using Zapier integrations with Eventsforce Groups & Ticketing

System administration

Manage users and limit access to events using event access groups.

  1. How to add a new user

  2. Event access groups

  3. What is a sandbox account and how do I access it?

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