Event Groups

Similar Events can be shown on the same platform list by assigning them to an Event Group. For example, if you want to group Webinars together, you can create a new Event Group record named Webinars in Salesforce. Then when you create a Event record for a Webinar, set the Event Group lookup = Webinar.

Event Group Fields

Each Event Group record contains an Event Group URL field that shows all Events that are associated to the Event Group. You can customize how Events in an Event Group can be filtered by setting Filter Field values (filter logic coming soon!).

Initial Configuration

  • Add the Event Group field to the Event page layout

Navigate to Setup | Type Object Manager in the Quick Find | Click on the conference360Eventc object | Edit the page layout and add the Event Group field | Save

  • Add the Event Group URL field to the Event Group page layout

Navigate to Setup | Type Object Manager in the Quick Find | Click on the conference360Event_Groupc object | Edit the page layout and add the Event Group URL field | Save

Default Event Group

An Event Group record with the Default field checked will be used by the main Event Listing page to determine which Logo URL.
Only one Event Group record can be saved with the Default field checked.

All Events that are marked Visible will automatically be added to the Default Event Group without needing to manually define the Event Group field on the Event.

Creating an Event Group

  • Navigate to the Event Group tab and click new Event Group
  • Fill the name, filter fields (Category, Date, Distance, and Time), and the Logo URL for the group.

Next, navigate to an Event and define the Event Group.

Make sure the Visible field on Event is checked, otherwise it won't show up on the Event Group listing.

Lastly, click on the Event Group URL and you will see all your grouped events! :sunglasses+:

If you would like a featured event at the top of the page, navigate to one of your events in the group and check the Featured field.

Name, Description, and Image

coming soon...
If you would like to provide a different overview image with additional information about the group then define the description and image URL fields.

Event Sorting

By default, we provide different types of event sorting within your event group.

Distance

Through the Event Group URL click Sort By and select Distance.

This provides the events in order, closest to you.

Date

Through the Event Group URL click Sort By and select Date.

Upcoming Dates
This shows you a list of Events in order by their start date based on the day you are viewing them. For example, if you are viewing a list of upcoming events on May, 13th 2019, upcoming dates will only show you future events.

All Dates
This shows you a list of all Events based on their start date. Includes expired events.

Date Range
This allows you to select a custom range of dates.

Category

In the Event Group URL select an option from the Category drop-down field.

Filtered Event Sorting

Coming soon...June 2019

There is a field on the Event Group record called, "Filter Fields". When this is defined, certain filters will be hidden.

When customers come to your Event Group where you selected only "Distance", they will be prompted (if the request for access is enabled) to turn on their location services. Events will then be ordered based on the Attendee's location.

Event Groups


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