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Registration
Support articles for registration events
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.
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 and duplicate an event
Learn how to create new events and copy existing 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 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
Registration pages
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 to create category specific registration questions.
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 registration question
Learn how to add a 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 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 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 delete a registration question
Learn how to remove registration questions from your event.
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.
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
Website
How to make your buttons SEO compatible
Learn how to make image buttons compatible with search engine optimization.
Written by
Anthony Valente
Updated over a week ago
Search Engine Optimization (SEO) set up
Learn more about search engine optimisation set up.
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.
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
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.
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.
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 and preview website pages
Learn how to add new website pages to your event.
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 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 edit the website menu block
Learn how to customize the menu bar on your website.
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.
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
Finance
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 or edit a price
Learn how to set up a price or fee in 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 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 Opayo (Sage Pay)
Learn how to configure your Opayo (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
Communications
How to add a calendar link in emails
Learn how add to calendar links can be used in your emails.
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
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 edit and 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 and send an ad hoc email
Learn how to create and 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
Password Reset Link
Learn about the password reset link and how to use it.
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
People admin
What are abandoned registrations?
Learn about incomplete registrations and in-progress registrations.
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.
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 page (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
Badges and Documents
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
Search and reports
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 create a report
Learn how to build a new report within your account.
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
How to copy a report
Learn how to duplicate or clone a report in Eventsforce.
Written by
Anthony Valente
Updated over a week ago
How to edit a report
Learn how you can quickly edit a report in Eventsforce to edit filters or report columns.
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 filters (Reference)
Description of filtering options when using the search function.
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 schedule a report
Learn how to schedule your report to be emailed automatically.
Written by
Anthony Valente
Updated over a week ago