Eventsforce

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

Eventsforce Groups & Ticketing - Getting Started Checklist

Ben Dharmanandan

Kim de Vries

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 journey 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 (attendee) mode

Learn how to direct attendees to register in a specific ticket type 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

Learn how to edit the registration timeout for events with limited capacities on one or more tickets in Groups & Ticketing.

How to control the registration timeout for an event

Learn how to change tickets for attendees who have completed bookings in Eventsforce Groups & Ticketing.

How to change tickets for an attendee

Learn about your options when setting up a group registration event.

Registration settings

Learn how to set up and manage a ticket waitlist for Eventsforce Groups & Ticketing.

Ticket waitlists for Eventsforce Groups & Ticketing

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 Waitlists 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 payment gateway(s) to accept credit card payments on Eventsforce Groups & Ticketing.

How to set up a payment gateway

Learn how to display prices to include or exclude tax for an event in Eventsforce Groups & Ticketing.

Include or exclude tax in displayed prices

Learn how to create discounts individually and in bulk, and apply discounts to tickets in Eventsforce Groups & Ticketing.

Creating, applying, and using discounts

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 customize the invoices generated by Eventsforce.

How to customize Eventsforce invoices

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

How to add a new tax rate

Learn how to process a refund for overpaid orders.

Processing a refund

Payment profiles

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

Use AI to create your event's website description.

Eventsforce and AI Integration

Learn how to ask your bookers and attendees seemingly duplicate questions while maintaining clear event reports

How to add duplicate questions and maintain accurate reporting

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

Learn how to utilize merge tags to customize your Eventsforce email communications.

Email merge tags

Learn about status codes seen in the email campaign and email history grids.

Email status codes

Learn how to configure and send separate confirmation emails based on ticket selection.

Creating and sending custom registration confirmation emails

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

Learn how to turn on the Simpleview CRM Integration and import attendees for an event.

Using Simpleview CRM lists with Eventsforce Groups & Ticketing

Defining and Using the CRM Integration

Learn how to import your CRM FAM Trip Itineraries to create Event Sessions in Eventsforce.

Importing Simpleview CRM FAM Trip Itineraries as Eventsforce Sessions

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.

Event access groups

Learn how to create User Roles in Eventsforce to control user access and abilities.

How to create and edit User Roles

Learn about setting up SSO for your Eventsforce Groups & Ticketing admin portal.

How to set up SSO using SAML 2.0

System administration

www.eventsforce.com

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