Eventsforce

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

Eventsforce Groups & Ticketing - Getting Started Checklist

Ben Dharmanandan

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

Learn when personal (tokenized) links will expire.

Expiring tokens (personal links)

Announcements

Walk through the attendee journeys 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 mode

Learn how to direct attendees to register in a specific ticket type by 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 in Eventsforce.

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.

Creating tickets and packages

Learn when ticket packages should be used compared to individual tickets.

When to use ticket packages

How to test your event

Event Setup

Learn how to add sessions individually or via Excel import.

Adding, duplicating, and importing sessions

Learn how to add session labels, presenters, and locations to sessions.

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 Waiting Lists for Eventsforce Groups & Ticketing

Learn how to publish sessions in bulk or individually.

Publishing sessions on your agenda

Program

Learn how to set up group rates and early bird rates using tickets.

Setting up group rates and early bird rates

Learn how to configure your Shuttle payment gateway for credit card payments on Eventsforce Groups & Ticketing.

How to set up Shuttle

Learn how to create and use discount codes in Eventsforce Groups & Ticketing.

Creating and using discount codes

Learn how bookers can reserve tickets now and pay later.

Allowing bookers to pay later (request an invoice)

Learn how to enter payments and refunds for orders.

Entering payments and refunds for orders

Learn how to request payments for orders with an outstanding balance due.

Requesting payments for unpaid orders

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

How to set up Stripe

Learn how to customize the invoices generated by Eventsforce.

How to customize Eventsforce invoices

Learn how to add new tax rates to be applied to tickets, items, and sessions with fees.

How to add a new tax rate

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

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.

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.

Declining an event invitation

Communications

Learn how to import registrations into an event.

Importing registrations into an event

Learn how event organizers can manage bookings and attendees.

Managing orders and attendees

Order/Registration Management

Learn how to use the omnisearch bar in Eventsforce.

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

Integrations

Learn how to create new users to access and manage Eventsforce events.

How to add a new user

Learn about event access groups and how they can be used to limit user access in Eventsforce.