Registration

Support articles for registration events

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150 articles in this collection
Written by Anthony Valente
Event setup

How to reschedule or postpone an event

Learn what needs to be considered when rescheduling an event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to create and duplicate an event

Learn how to create new events and copy existing events in Eventsforce.
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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.
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Written by Anthony Valente
Updated over a week ago

Event access (public, private, invitation only)

Learn about the different access options for your event.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to test your event

Learn the various ways you can test your event.
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Written by Anthony Valente
Updated over a week ago

How to make an event live

Learn how to go live with your event.
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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).
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

Attendee passwords (Reference)

A reference guide to understanding how Eventsforce manages data and passwords.
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Written by Anthony Valente
Updated over a week ago

What are guests in Eventsforce?

Learn how guests can be registered for your events.
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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.
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Written by Anthony Valente
Updated over a week ago

Group registrations (Reference)

A reference guide to understanding group registrations in Eventsforce.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago
Registration pages

Supported file formats

Learn more about file formats allowed in Eventsforce.
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Written by Anthony Valente
Updated over a week ago

How to show and hide questions for attendee categories

Learn how to create category specific registration questions.
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Written by Anthony Valente
Updated over a week ago

How to add a bookable item

Learn how to create bookable items in your event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to add a registration question

Learn how to add a registration question to capture attendee information.
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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.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to delete a registration question

Learn how to remove registration questions from your event.
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Written by Anthony Valente
Updated over a week ago

How to create and link registration pages

Learn how to create registrations pages, preview registration pages, and link registration pages together.
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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.
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Written by Anthony Valente
Updated over a week ago
Website

How to make your buttons SEO compatible

Learn how to make image buttons compatible with search engine optimization.
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Written by Anthony Valente
Updated over a week ago

Search Engine Optimization (SEO) set up

Learn more about search engine optimisation set up.
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Written by Anthony Valente
Updated over a week ago

How to add social media icons to an event

Learn how to display social media icons on the event website.
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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.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

Retirement of non-responsive website templates

Learn about the upcoming changes to Eventsforce template options.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

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

Learn how an iframe can be used to embed your Eventsforce event on your own website.
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Written by Anthony Valente
Updated over a week ago

How to use personal links with an iframe

Learn how personal links can be used in combination with an event embedded in an iframe.
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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.
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Written by Anthony Valente
Updated over a week ago

How to create and preview website pages

Learn how to add new website pages to your event.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago
Program and sessions

Session selection vs. sessions in registration pages

Learn the different ways sessions can be displayed in your event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to add sessions

Learn how to create sessions in your event.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to import sessions

Learn how sessions can be imported to your event in bulk.
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Written by Anthony Valente
Updated over a week ago

How to use session labels

Learn how to create and assign labels to sessions.
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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.
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Written by Anthony Valente
Updated over a week ago

How to use session codes

Learn how session codes can be used in your event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to publish sessions

Learn how to make sessions visible on your program.
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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.
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Written by Anthony Valente
Updated over a week ago
Finance

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

Learn about PSD2 and SCA and the impact on your events.
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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.
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Written by Anthony Valente
Updated over a week ago

How to add or edit a price

Learn how to set up a price or fee in your event.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to enable payment methods

Learn how to set up payment methods for your event.
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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.
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Written by Anthony Valente
Updated over a week ago

Discount types

Learn about different discount types that can be provided to attendees.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

Why is my discount not applying?

Common reasons why your discount may not apply.
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Written by Anthony Valente
Updated over a week ago

Invoice generation and delivery

A reference guide to event invoices.
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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.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

Finance integration (reference)

Learn how financial transactions are handled in Eventsforce.
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Written by Anthony Valente
Updated over a week ago

Finance integration process flows

Learn about the different process flows related to finance.
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Written by Anthony Valente
Updated over a week ago

Finance integration definitions

Learn the finance terms and definitions used by Eventsforce.
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Written by Anthony Valente
Updated over a week ago

Finance integration API

Learn how the API can be used in finance integration.
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Written by Anthony Valente
Updated over a week ago

Supported payment gateways

Learn which payment gateways can be used with Eventsforce.
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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.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to set up Opayo (Sage Pay)

Learn how to configure your Opayo (Sage Pay) payment gateway for credit card payments.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago
Communications

How to add a calendar link in emails

Learn how add to calendar links can be used in your emails.
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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.
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Written by Anthony Valente
Updated over a week ago

Automatic emails (Reference)

A reference guide for automatic emails in Eventsforce.
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Written by Anthony Valente
Updated over a week ago

How to test emails

Learn how to send yourself test emails in your event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to create an invitation list

Learn how to add people to an invitation list.
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Written by Anthony Valente
Updated over a week ago

How to edit and send an invitation email

Learn how to invite people to register for your event.
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Written by Anthony Valente
Updated over a week ago

How to create and send an ad hoc email

Learn how to create and send an ad hoc email from your event.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to add email tags

Populate registrant data into emails using email tags.
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Written by Anthony Valente
Updated over a week ago

Password Reset Link

Learn about the password reset link and how to use it.
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Written by Anthony Valente
Updated over a week ago

30-minute top tips on email deliverability

Learn ways to help your emails get delivered.
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Written by Anthony Valente
Updated over a week ago
People admin

What are abandoned registrations?

Learn about incomplete registrations and in-progress registrations.
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Written by Anthony Valente
Updated over a week ago

How to remove or cancel an attendee in a group registration

Learn how to delete an attendee that registered within a group.
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Written by Anthony Valente
Updated over a week ago

How to edit a registration

Learn how to amend a registration as an event manager.
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Written by Anthony Valente
Updated over a week ago

How to cancel a registration

Learn how to cancel a registered attendee in your event.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to create an admin registration

Learn how to register on behalf of an attendee.
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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.
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Written by Anthony Valente
Updated over a week ago

How to apply a discount to a registration

Apply discount code to a completed registration
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

Registrations page (Reference)

A reference guide explaining everything you need to know about the Registrations page.
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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.
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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.
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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.
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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.
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Written by Anthony Valente
Updated over a week ago

How to substitute a registration

Learn how to substitute a registration in an event.
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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.
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Written by Anthony Valente
Updated over a week ago

How to use people de-duplication

Learn how to de-duplicate people in Eventsforce.
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Written by Anthony Valente
Updated over a week ago