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 over a week ago

Event Setup

Concept of Eventsforce Groups & Ticketing

Walk through the attendee journeys within Groups & Ticketing.

Written by Ben Dharmanandan
Updated over a week ago

Groups & Ticketing - Self-service mode

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

Written by Ben Dharmanandan
Updated over a week ago

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 over a week ago

Creating tickets and packages

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

Written by Ben Dharmanandan
Updated over a week ago

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 over a week ago

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

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 event and/or agenda into WordPress

Learn how to add your event to WordPress using a WordPress plug-in.

Written by Ben Dharmanandan
Updated over a week ago

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