Registration

How to reschedule or postpone an event

Learn what needs to be considered when rescheduling an event.

Written by Anthony Valente
Updated over a week ago

How to inform attendees about a rescheduled or postponed event

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

Written by Anthony Valente
Updated over a week ago

How to create a new event

Learn how to create new events in Eventsforce.

Written by Anthony Valente
Updated over a week ago

Registration mode (identify attendees using...)

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

Written by Anthony Valente
Updated over a week ago

Event access (public, private, invitation only)

Learn about the different access options for your event.

Written by Anthony Valente
Updated over a week ago

How to set up attendee categories

Learn how attendee categories can be used in your event.

Written by Anthony Valente
Updated over a week ago

How to set up invitation only attendee categories

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

Written by Anthony Valente
Updated over a week ago

How to restrict an attendee category with an access code

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

Written by Anthony Valente
Updated over a week ago

Using personal links to control access to events

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

Written by Anthony Valente
Updated over a week ago

How to duplicate an event

Learn how to create a copy of an existing event.

Written by Anthony Valente
Updated over a week ago

How to test your event

Learn the various ways you can test your event.

Written by Anthony Valente
Updated over a week ago

How to make an event live

Learn how to go live with your event.

Written by Anthony Valente
Updated over a week ago

How to add capacities

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

Written by Anthony Valente
Updated over a week ago

How to change the registration open and close dates

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

Written by Anthony Valente
Updated over a week ago

Why can't I change the event start date?

Learn the limitations related to event start date.

Written by Anthony Valente
Updated over a week ago

How to manage questions and answers in your database

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

Written by Anthony Valente
Updated over a week ago

Attendee passwords (Reference)

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

Written by Anthony Valente
Updated over a week ago

What are guests in Eventsforce?

Learn how guests can be registered for your events.

Written by Anthony Valente
Updated over a week ago

How to allow different number of guests per attendee

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

Written by Anthony Valente
Updated over a week ago

Group registrations (Reference)

A reference guide to understanding group registrations in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to use QBIs to create real attendees

Learn how QBIs can be used in group registration events.

Written by Anthony Valente
Updated over a week ago

Controlling day selection using day packages

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

Written by Anthony Valente
Updated over a week ago

How to set up custom event fields

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

Written by Anthony Valente
Updated over a week ago

Supported file formats

Learn more about file formats allowed in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to show and hide questions for attendee categories

Learn how questions can be made visible for certain types of people.

Written by Anthony Valente
Updated over a week ago

How to add a bookable item

Learn how to create bookable items in your event.

Written by Anthony Valente
Updated over a week ago

How to add quantity bookable items

Learn about QBIs and how to add them to your event.

Written by Anthony Valente
Updated over a week ago

How to add a new registration question

Learn how to add a new registration question to capture attendee information.

Written by Anthony Valente
Updated over a week ago

How to add the US State question

Learn how to add the US state question to your event.

Written by Anthony Valente
Updated over a week ago

How to copy data from the registration contact

Learn how to populate registration contact data to group attendees.

Written by Anthony Valente
Updated over a week ago

How to create a new registration page

Learn how to create additional registration pages in your event.

Written by Anthony Valente
Updated over a week ago

How to use the cc email question

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

Written by Anthony Valente
Updated over a week ago

How to add an existing registration question

Learn how to add an existing registration question to a new event.

Written by Anthony Valente
Updated over a week ago

How to add a price and capacity to a bookable item

Learn how to applies fees and capacities to bookable items.

Written by Anthony Valente
Updated over a week ago

Why can't I delete a question?

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

Written by Anthony Valente
Updated over a week ago

How to set up dependent questions

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

Written by Anthony Valente
Updated over a week ago

How to preview a registration page

Learn how to preview how a registration page will appear to attendees.

Written by Anthony Valente
Updated over a week ago

How to delete a registration question

Learn how to remove registration questions from your event.

Written by Anthony Valente
Updated over a week ago

How to link registration pages

Learn how to link event registration pages across attendee categories.

Written by Anthony Valente
Updated over a week ago

How to add alternatives to a question

Learn how to add additional answers to your registration questions.

Written by Anthony Valente
Updated over a week ago

How to add a file upload question

Use file upload questions to collect necessary files from attendees.

Written by Anthony Valente
Updated over a week ago

How to add content to website pages

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

Written by Anthony Valente
Updated over a week ago

How to create and edit tables

Learn how to create and customize tables in your event.

Written by Anthony Valente
Updated over a week ago

How to change your website banner

Learn how to upload a custom event logo to your website.

Written by Anthony Valente
Updated over a week ago

How to track website activity using basic Google Analytics

Learn how to link your Google Analytics account to Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to change the website appearance

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

Written by Anthony Valente
Updated over a week ago

Retirement of non-responsive website templates

Learn about the upcoming changes to Eventsforce template options.

Written by Anthony Valente
Updated over a week ago

How to change your website template

Learn how to change the template used for your event.

Written by Anthony Valente
Updated over a week ago

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

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

Written by Anthony Valente
Updated over a week ago

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

Learn how your program display can be customized using CSS.

Written by Anthony Valente
Updated over a week ago

Using personal links with iframes

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

Written by Anthony Valente
Updated over a week ago

How to create direct URLs to website pages

Learn how direct URLs can be created for website pages.

Written by Anthony Valente
Updated over a week ago

How to create new website pages

Learn how to add new website pages to your event.

Written by Anthony Valente
Updated over a week ago

How to preview your website pages

Learn how to generate a preview of a website page for quick testing.

Written by Anthony Valente
Updated over a week ago

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

Learn the various ways to customize the URL of your event.

Written by Anthony Valente
Updated over a week ago

How to add images with text

Learn how to align text around your images for best display.

Written by Anthony Valente
Updated over a week ago

How to add a table with images

Learn how you can add a table with images to a web page.

Written by Anthony Valente
Updated over a week ago

How to use anchors on your website pages

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

Written by Anthony Valente
Updated over a week ago

How to embed a map on your website

Learn how to add a map on a web page.

Written by Anthony Valente
Updated over a week ago

How to add an internal hyperlink to your website

Learn how to add a hyperlink to an internal Eventsforce page.

Written by Anthony Valente
Updated over a week ago

How to add an external hyperlink to your website

Learn how to add an external hyperlink to an external web page.

Written by Anthony Valente
Updated over a week ago

How to edit the website menu block

Learn how to customize the menu bar on your website.

Written by Anthony Valente
Updated over a week ago

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

Learn how you can embed your Eventsforce event into an iframe on your own website.

Written by Anthony Valente
Updated over a week ago

Session selection vs. sessions in registration pages

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

Written by Anthony Valente
Updated over a week ago

How to deliver virtual event content in Eventsforce

Learn how to add virtual content to your sessions in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to add sessions

Learn how to create sessions in your event.

Written by Anthony Valente
Updated over a week ago

How to set up sessions in registration pages

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

Written by Anthony Valente
Updated over a week ago

Configuring your session import file

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

Written by Anthony Valente
Updated over a week ago

How to import sessions

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

Written by Anthony Valente
Updated over a week ago

How to use session labels

Learn how to create and assign labels to sessions.

Written by Anthony Valente
Updated over a week ago

How to add and use presenters

Learn how to add presenters and assign them to sessions.

Written by Anthony Valente
Updated over a week ago

How to use session codes

Learn how session codes can be used in your event.

Written by Anthony Valente
Updated over a week ago

How to preview your agenda or program

Learn how to preview your current agenda prior to publishing sessions.

Written by Anthony Valente
Updated over a week ago

How to publish sessions

Learn how to make sessions visible on your program.

Written by Anthony Valente
Updated over a week ago

Changing session capacity in bulk

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

Written by Anthony Valente
Updated over a week ago

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

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

Written by Anthony Valente
Updated over a week ago

Why did the credit card payment fail?

Learn how to determine why a credit card payment failed.

Written by Anthony Valente
Updated over a week ago

How to add a price to your event

Using price descriptors to add fees to your event.

Written by Anthony Valente
Updated over a week ago

How to add cancellation fees

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

Written by Anthony Valente
Updated over a week ago

How to set up a VAT code or Sales tax

Learn how to add a VAT code to your event.

Written by Anthony Valente
Updated over a week ago

How to edit a price

Learn how to edit prices in your event.

Written by Anthony Valente
Updated over a week ago

How to enable payment methods

Learn how to set up payment methods for your event.

Written by Anthony Valente
Updated over a week ago

How to add a payment details page

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

Written by Anthony Valente
Updated over a week ago

Discount types

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

Written by Anthony Valente
Updated over a week ago

How to create direct URLs to discount codes

Learn how marketing codes can be used to provide discounts.

Written by Anthony Valente
Updated over a week ago

How to edit a discount start date

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

Written by Anthony Valente
Updated over a week ago

Why is my discount not applying?

Common reasons why your discount may not apply.

Written by Anthony Valente
Updated over a week ago

Invoice generation and delivery

A reference guide to event invoices.

Written by Anthony Valente
Updated over a week ago

How to create and edit an invoice template

Learn how to create/copy an invoice template.

Written by Anthony Valente
Updated over a week ago

How to set up category specific discounts

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

Written by Anthony Valente
Updated over a week ago

How to link a discount to a bookable item

Learn how to make a discount available to an item.

Written by Anthony Valente
Updated over a week ago

How to send the invoice email (batch emails)

Learn how to send invoices to attendees via batch emails.

Written by Anthony Valente
Updated over a week ago

How to add an invoice download link to an email

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

Written by Anthony Valente
Updated over a week ago

Finance integration (reference)

Learn how financial transactions are handled in Eventsforce.

Written by Anthony Valente
Updated over a week ago

Finance integration process flows

Learn about the different process flows related to finance.

Written by Anthony Valente
Updated over a week ago

Finance integration definitions

Learn the finance terms and definitions used by Eventsforce.

Written by Anthony Valente
Updated over a week ago

Finance integration API

Learn how the API can be used in finance integration.

Written by Anthony Valente
Updated over a week ago

Supported payment gateways

Learn which payment gateways can be used with Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to set up Paypal Payflow

Learn how to configure your Paypal payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

How to set up Authorize.net

Learn how to configure your Authorize.net payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

How to set up Stripe SCA

Learn how to set up the new version of Stripe that meets PSD2 regulations.

Written by Anthony Valente
Updated over a week ago

How to set up Stripe

Learn how to configure your Stripe payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

How to set up Worldpay

Learn how to configure your Worldpay payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

How to set up Sage Pay

Learn how to configure your Sage Pay payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

Capture card details as a guarantee (Stripe)

Learn how Stripe can be used to store credit card details.

Written by Anthony Valente
Updated over a week ago

How to request payment from unpaid attendees

Learn how to email unpaid attendees to request payment.

Written by Anthony Valente
Updated over a week ago

How to set up Paypal Websites Payments Pro (UK)

Learn how to configure your UK Paypal payment gateway for credit card payments.

Written by Anthony Valente
Updated over a week ago

How to use dependent text blocks in emails

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

Written by Anthony Valente
Updated over a week ago

Automatic emails (Reference)

A reference guide for automatic emails in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to test emails

Learn how to send yourself test emails in your event.

Written by Anthony Valente
Updated over a week ago

How to edit your invitation email

Learn how to customize your invitation email.

Written by Anthony Valente
Updated over a week ago

Why can't I edit my emails?

Learn why emails cannot be edited in your event.

Written by Anthony Valente
Updated over a week ago

How to create an invitation list

Learn how to add people to an invitation list.

Written by Anthony Valente
Updated over a week ago

How to send an invitation email

Learn how to invite people to register for your event.

Written by Anthony Valente
Updated over a week ago

How to create an ad hoc email

Learn how to build a new ad hoc email in your event

Written by Anthony Valente
Updated over a week ago

How to send an ad hoc email

Learn how to send an ad hoc email from your event.

Written by Anthony Valente
Updated over a week ago

How attendees can unsubscribe or opt out of receiving emails

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

Written by Anthony Valente
Updated over a week ago

How to use reminder emails

Learn how automatic and invitation reminder emails can be used in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to prevent emails being marked as spam or junk

Learn various ways to increase email deliverability.

Written by Anthony Valente
Updated over a week ago

How to add personal links to an email

Learn how to add personal links to emails in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to schedule an email

Learn how to schedule an email to send at a specific date/time.

Written by Anthony Valente
Updated over a week ago

How to view email history and resend emails

Learn how to find all sent emails and resend.

Written by Anthony Valente
Updated over a week ago

How to add email tags

Populate registrant data into emails using email tags.

Written by Anthony Valente
Updated over a week ago

How to set up capacity notifications

Learn how to get notifications when your items are close to full capacity.

Written by Anthony Valente
Updated over a week ago

How to add a password reset link

Learn how to add a password reset link into various emails.

Written by Anthony Valente
Updated over a week ago

Password Reset Link (Reference)

A reference guide for everything you need to know about the password reset link.

Written by Anthony Valente
Updated over a week ago

30-minute top tips on email deliverability

Learn ways to help your emails get delivered.

Written by Anthony Valente
Updated over a week ago

How to edit a registration

Learn how to amend a registration as an event manager.

Written by Anthony Valente
Updated over a week ago

How to cancel a registration

Learn how to cancel a registered attendee in your event.

Written by Anthony Valente
Updated over a week ago

How to login as an attendee, submitter, reviewer, judge, or impersonate any person

Learn how to impersonate a person in Eventsforce using a personal link.

Written by Anthony Valente
Updated over a week ago

How to reset an attendee's password

Learn how to manually set your attendee's password as an admin.

Written by Anthony Valente
Updated over a week ago

How to create an admin registration

Learn how to register on behalf of an attendee.

Written by Anthony Valente
Updated over a week ago

How to add a payment or refund

Learn how to add offline payments and refunds to balance a registration.

Written by Anthony Valente
Updated over a week ago

How to apply a discount to a registration

Apply discount code to a completed registration

Written by Anthony Valente
Updated over a week ago

How to access the personal details page for an attendee

Learn how to reach the personal details page for someone in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to change an existing email address

Learn how the email address of an existing person can be changed.

Written by Anthony Valente
Updated over a week ago

How to use discounts and surcharges to change registration cost

Learn how you can update the registration cost for an attendee.

Written by Anthony Valente
Updated over a week ago

How and when to use admin price override

Learn about admin price override and when to use.

Written by Anthony Valente
Updated over a week ago

Registrations (Reference)

A reference guide explaining everything you need to know about the Registrations page.

Written by Anthony Valente
Updated over a week ago

How to import a list of people

Learn how to import lists of people into Eventsforce.

Written by Anthony Valente
Updated over a week ago

Import list of people (Reference)

A reference guide explaining everything you need to know about importing lists.

Written by Anthony Valente
Updated over a week ago

Import list of people (Troubleshooting)

Learn to troubleshoot errors received when importing a list of people.

Written by Anthony Valente
Updated over a week ago

How to update registration data using person ID

Learn how to use personID to update registration data by importing a list.

Written by Anthony Valente
Updated over a week ago

How to substitute a registration

Learn how to substitute a registration in an event.

Written by Anthony Valente
Updated over a week ago

How to track registrations using marketing codes

Learn how to use marketing codes to track where registrations came from.

Written by Anthony Valente
Updated over a week ago

How to use people de-duplication

Learn how to de-duplicate people in Eventsforce.

Written by Anthony Valente
Updated over a week ago

What are abandoned registrations?

Learn about abandoned registrations and in-progress registrations.

Written by Anthony Valente
Updated over a week ago

Badges and documents (Reference)

Learn how badges and documents can be used in your events.

Written by Anthony Valente
Updated over a week ago

How to email badges to attendees

Learn how to send event badges to attendees to download.

Written by Anthony Valente
Updated over a week ago

How to create a badge

Learn how to create name badges in your event.

Written by Anthony Valente
Updated over a week ago

How to create a branded attendee list

Learn how badges and documents can be used to build a list of attendees.

Written by Anthony Valente
Updated over a week ago

How to export profile pictures as files

Learn how to export profile pictures uploaded by attendees.

Written by Anthony Valente
Updated over a week ago

How to run a search

Learn how you can search for data in Eventsforce.

Written by Anthony Valente
Updated over a week ago

Report data sources (Reference)

A reference guide to understanding report data sources.

Written by Anthony Valente
Updated over a week ago

Search vs. report

Learn the difference between searches and reports and when to use which.

Written by Anthony Valente
Updated over a week ago

How to use quick search

Learn how to perform a basic search using general information.

Written by Anthony Valente
Updated over a week ago

How to schedule a report

Learn how to schedule your report to be emailed automatically.

Written by Anthony Valente
Updated over a week ago

Search filters (Reference)

Description of filtering options when using the search function.

Written by Anthony Valente
Updated over a week ago

How to copy a report

Learn how to copy an existing report in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to stop a scheduled report

Learn how to stop a scheduled report from sending.

Written by Anthony Valente
Updated over a week ago

How to create a report

Learn how to build a new report within your account.

Written by Anthony Valente
Updated over a week ago

How to edit a report

Learn how you can quickly edit a report in Eventsforce.

Written by Anthony Valente
Updated over a week ago

How to add or edit report columns

Learn how to quickly edit your report and add or remove columns.

Written by Anthony Valente
Updated over a week ago

How to add or edit a report filter

Learn how to add or edit a filter in an existing report

Written by Anthony Valente
Updated over a week ago