Eventsforce Groups & Ticketing | Eventsforce Knowledge Base

Eventsforce Groups & Ticketing - Getting Started Checklist

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

Written by Ben Dharmanandan
Updated over a week ago

Announcements

Product updates - Eventsforce Groups & Ticketing

Learn more about the recent changes made to Eventsforce Groups & Ticketing and its features.

Written by Ben Dharmanandan
Updated over a week ago

Expiring tokens (personal links)

Learn when personal (tokenized) links will expire.

Written by Ben Dharmanandan
Updated yesterday

Event Setup

Concept of Eventsforce Groups & Ticketing

Walk through the attendee journeys within Groups & Ticketing.

Written by Ben Dharmanandan
Updated this week

Groups & Ticketing - Self-service mode

Learn the booker and attendee journeys for group registration in self service mode.

Written by Ben Dharmanandan
Updated this week

Click-to-book Ticket Links

Learn how to direct attendees to register in a specific ticket type by using click-to-book ticket links in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Groups & Ticketing - Group organizer mode

Learn the booker and attendee journeys for group booking in group organizer mode.

Written by Ben Dharmanandan
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 Ben Dharmanandan
Updated over a week ago

Understanding tickets and categories

Learn the relationship between tickets and categories in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated today

Creating tickets and packages

Learn how to add person tickets, item tickets, and packages to your event.

Written by Ben Dharmanandan
Updated today

When to use ticket packages

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

Written by Ben Dharmanandan
Updated over a week ago

How to test your event

Learn how you can test your event.

Written by Ben Dharmanandan
Updated over a week ago

Program

Adding, duplicating, and importing sessions

Learn how to add sessions individually or via Excel import.

Written by Ben Dharmanandan
Updated over a week ago

Adding and assigning session labels, presenters, and locations

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

Written by Ben Dharmanandan
Updated yesterday

Session Waiting Lists for Eventsforce Groups & Ticketing

Learn how to set up and manage a waiting list for sessions in Eventsforce Groups & Ticketing

Written by Ben Dharmanandan
Updated over a week ago

Publishing sessions on your agenda

Learn how to publish sessions in bulk or individually.

Written by Ben Dharmanandan
Updated over a week ago

Finance

Setting up group rates and early bird rates

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

Written by Ben Dharmanandan
Updated over a week ago

How to set up Shuttle

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

Written by Ben Dharmanandan
Updated over a week ago

Creating and using discount codes

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

Written by Ben Dharmanandan
Updated over a week ago

Allowing bookers to pay later (request an invoice)

Learn how bookers can reserve tickets now and pay later.

Written by Ben Dharmanandan
Updated over a week ago

Entering payments and refunds for orders

Learn how to enter payments and refunds for orders.

Written by Ben Dharmanandan
Updated over a week ago

Requesting payments for unpaid orders

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

Written by Ben Dharmanandan
Updated over a week ago

How to set up Stripe

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

Written by Ben Dharmanandan
Updated over a week ago

How to customize Eventsforce invoices

Learn how to customize the invoices generated by Eventsforce.

Written by Ben Dharmanandan
Updated over a week ago

How to add a new tax rate

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

Written by Ben Dharmanandan
Updated over a week ago

Website

Adding content to websites

Learn how to add content to website pages in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Linked Item Tickets

Learn how to link item tickets to registration questions in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

How to customize the website identity

Learn how to upload a website favicon and logo in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Designing the website

Learn how to customize the appearance of your Eventsforce Groups & Ticketing website.

Written by Ben Dharmanandan
Updated over a week ago

Google analytics in Eventsforce Groups & Ticketing

Learn how to track website activity with Google Analytics 4.

Written by Ben Dharmanandan
Updated over a week ago

How to embed your Groups & Ticketing event and/or agenda into WordPress

Learn how to add your event to WordPress using a WordPress plug-in in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated yesterday

Communications

Emails in Eventsforce Groups & Ticketing

Learn how emails are used in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Creating and sending custom emails

Learn how to create and send custom emails from your event.

Written by Ben Dharmanandan
Updated over a week ago

Creating and sending invitation emails

Learn how to invite attendees to your Eventsforce Groups & Ticketing event.

Written by Ben Dharmanandan
Updated over a week ago

Declining an event invitation

Learn how invitees can decline the invitation for the event.

Written by Ben Dharmanandan
Updated over a week ago

Order/Registration Management

Importing registrations into an event

Learn how to import registrations into an event.

Written by Ben Dharmanandan
Updated over a week ago

Managing orders and attendees

Learn how event organizers can manage bookings and attendees.

Written by Ben Dharmanandan
Updated over a week ago

Reports

Using the search bar in Eventsforce

Learn how to use the omnisearch bar in Eventsforce.

Written by Ben Dharmanandan
Updated over a week ago

Reports in Eventsforce Groups & Ticketing

Learn about the default reports available in Eventsforce.

Written by Ben Dharmanandan
Updated over a week ago

How to create a custom report using Insight Templates

Learn how to create a custom report using Insight Templates in Eventsforce Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Integrations

Using Zapier integrations with Eventsforce Groups & Ticketing

Obtain the credentials needed for your Zapier integration.

Written by Ben Dharmanandan
Updated over a week ago

System administration

How to add a new user

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

Written by Ben Dharmanandan
Updated over a week ago

Event access groups

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

Written by Ben Dharmanandan
Updated over a week ago