About Event Settings

About Event Settings

The Event Settings object stores all of the information about how your Event will look on the front end and how everything will be processed on the back end. An Event Settings record determines the look and feel for all related Events, removing the need to define the Event Settings's fields for each Event that you create.

When you install the Events app, we deploy a default Event Settings record. We recommend starting with the default record. After you create your first Event, customize the default Event Settings record to update the look and feel and determine which information you want to share.

Benefits

• Create different Event Settings based on your Event types.
• Define these settings once, and each related Event inherits the settings.

Important Features

There are three important features tied to the Event Settings object: Relationship Settings, Data Dictionary, and Event to Campaign Sync. Group your Events by their look and feel and how they need to interact with each of the following features.

Relationship Settings

If you have two Events each with its own Relationship Settings record, then you will need two different Event Settings records.

• Event 1
  • Relationship Settings record 1: Generate new Leads/Contacts from Attendees that aren’t already in your system.
  • Event Settings record 1
• Event 2
  • Relationship Settings record 2: Do not generate new Leads/Contacts from Attendees that aren’t already in your system.
  • Event Settings record 2

Event to Campaign Sync

If you have two Events that support members, each with its own Campaign Member Status selection, then you will need two different Event Settings records.

• Event 1
  • Membership page registrants Campaign MemberStatus = “New Member”
  • Event Settings record 1
• Event 2
  • Weekly meeting participants Campaign MemberStatus = "Responded"
  • Event Settings record 2

Find the Event Settings Tab

1. Click the App Launcher icon.
2. Type "Events (Admin)" and select the Events (Admin) app.
3. Click the Event Settings tab.

Enable Payment Methods

If the Event is paid, select how Attendees can pay during Checkout. "Pay Later" will create an Invoice that you can send to the Attendee later.

ACH Payment Methods

The Authorize.net Payment Gateway is the only gateway that accepts (electronic fund transfer) ACH Payment Methods during the Events checkout process. 

For all other gateways, we recommend using the Pay Later option.

To activate an Authorize.net Payment Method, go to the Event Settings record for the Event, and add “ACH” to Enabled Payment Method. For some organizations, the “ACH” picklist value will need to be activated via Setup. 

General Information

The General section and accompanying fields are located above the Branding & Language section on the out-of-the-box Event Settings object page layout for new installs.

• One Unique Attendee Email Per Event
• Require At Least One Ticket To Publish
• Waitlisting: Automate
• Hide QR from AttendeeLink
• Waitlist Message
• Allow Edits to Attendee fields 
  • If enabled (checked), an Attendee can update their AttendeeLink fields regardless of the UI Experience value. IMPORTANT: For an Attendee to make changes, their Registration Status must be set to "Invited".
  • If disabled, an Attendee can NOT change their information.

Ticket Information

Hide Price Range

When Hide Price Range = "Yes", the price range text will be hidden from the Event overview page, right above the register button.

Overview Pricing

When Overview Pricing = "No", the price range component will be hidden from the Event overview page.

Donations

The picklist field Create Opportunities for Donations (create_opportunities_for_donations_c) was added to the Event Settings. The default setting is "No".

If Create Opportunities for Donations = "Yes" in the Event Settings, an Opportunity record will be created for each Event Item where Type = "Donation".

Each new Opportunity will include the following information:

• Account Name = Attendee or Donor's full name
• Close Date = date the Donation was made
• Amount = amount of the Donation
• Opportunity Owner

Main Contact (Primary Registrant) Form

Hide the Main Contact Address during Checkout

When Hide Main Contact Address = "Yes", the related address fields will be hidden from the UI during checkout.

Set to Yes

Set to No

Hide Main Contact Company Name in Checkout

When Hide Main Contact Company Name is set to "Yes", the company field will be hidden from the UI.

Design/UI

Background Color

Enter the hex number in the Background Color (#) for the Event's background color.

Primary Color

Enter the hex number in the Primary Color (#) for the Event's primary color.

Card Color Theme

Select "Dark" or "Light" for the Card Color Theme. The default is "Light".

Font

Change the Font of your Event listing.

• All Google Fonts that are listed as picklist values on the Event Settings’ Font field are currently supported.
• To add your own custom font, use the following example: Custom CSS Injection - Example 3.

Injecting Custom CSS

Injecting custom CSS into an Event Settings will apply the CSS to all Events related to the Event Settings.
This can be done by adding the Custom CSS Url field to your Event Settings page layout.

This example will change the title to red, and the background of the title to green.

.page-event-details h1.title {
  background-color: red;
}

.page-event-a1q0I00000A58pwQAB h1.title {
  background-color: green;
}

This example will hide the Event Start Date and Event Start Time for your Event.

.welcome.ng-star-inserted {
    display: hidden;
}
  .start-dates {
    display:none !important;
  }
  #date-and-time {
    display:none !important;
  }

Note: Custom CSS must be correctly served as a file with a MIME type of 'text/CSS' in order for it to load correctly.

Favicon URL

Add a URL to the Favicon Url field on the related Event Settings record to link a branded Favicon. All Events linked to an Event Settings with this field populated will display the custom Favicon instead of the default Blackthorn Favicon.

There are two ways to set a Favicon URL.

Set on a Single Event

Set the Favicon on an Event-by-Event basis by using the Favicon Url field on the Event Settings record that is related to an Event or series of Events.

1. Upload the image to your Salesforce Files.
2. Open the file.
3. Click Public Link.
4. Set the Expiration date = “Off”
5. Set the Password = “Off”
6. Click Copy Link.
7. Open the URL in a new browser and click Download.
8. Navigate to all downloads and find the image file.
9. Copy the URL (downloaded file). You may need to right-click the file and click Copy Link Address.
10. Open the Event Settings record related to the Event.
11. Click the Pencil icon.
12. Enter the URL in the Favicon Url field.
13. Click Save.

Set on All Events

Set the Favicon URL globally, which will apply the Favicon to all Events and Event Groups in the org.

1. Upload the image to your Salesforce Files.
2. Open the file.
3. Click Public Link.
4. Set the Expiration date = “Off”
5. Set the Password = “Off”
6. Click Copy Link.
7. Open the URL in a new browser and click Download.
8. Navigate to all downloads and find the image file.
9. Copy the URL (downloaded file). You may need to right-click the file and click Copy Link Address.
10. Go to the Blackthorn | Events Admin tab.
11. Click the Settings tab.
12. Enter the URL in the Favicon Url field.
13. Click Save.

Example

The Blackthorn B is the default Favicon and in this Event example, it was replaced by populating the Favicon Url field

Note: The default sizing for a Favicon is 16x16 pixels.

Other Settings

24-hour Format

If you would like to change the date format on your Event overview page from am/pm to 24-hour, update the Show 24 Hour Time Format to "Yes".

Contact and Payment Details for Free Events

The Event Settings' Remove Info Page for Free Events (conference360__Remove_Info_Page_for_Free_Events__c ) field allows users to add or remove the contact information/payment details page for free Events. The picklist values are “Yes” or “No,” and the default value is yes.

When Remove Info Page for Free Events = “Yes” (enabled), the last page during checkout is hidden. This page usually asks for additional contact/payment information. This feature can only be enabled for free Events.

Note: Current users may need to manually add the Remove Info Page for Free Events field to the Event Settings page layout.

Copy Related Info to All Responses

When an Attendee registers a group, they can now click the Copy related info to all the responses button to copy their Form responses to all Attendees in the group if the new Event Settings’ Allow Form Responses for Attendee Group field is set to "Yes." The new field removes the repeated copy-paste step and decreases the time it takes to register everyone.

Important Notes

• The Forms must be identical and have the same Form record ID.
• The Copy related info to all the responses button will only be displayed if the first Event Item shown has custom questions.

Countries to Exclude

The Countries To Exclude field defines which countries should be removed as an option for the checkout. Cards from these defined countries cannot be used in the checkout either.

Custom Cancelation Message

If your Attendee cancels their registration via their AttendeeLink, you can replace the default cancelation message with one of your own. Add the message to the Ticket cancelation message field on the Event Settings record.

Date Format

Use the Date Format field to change the date format on the Event’s webpage. The included picklist values are as follows.

• MM/DD/YY
• MM/DD/YYYY
• DD/MM/YY
• DD/MM/YYYY
• YY/MM/DD
• YYYY/MM/DD

Disable Checkout as Someone Else

When Disable Checkout as Someone Else is checked, the Attendee will not see the "Someone Else" option on checkout. This field will need to be added to your Event Settings page layout.

Once the box is checked, the Attendee will no longer see the "Someone Else" option.

Disable Not You

When Disable Not You is checked and an Attendee receives an invite from an AttendeeLink, they will not see the Not You button.

A common use case for this is with invite-only Events and with Attendees forwarding invite emails to block other people from registering.

Enable Social Sharing

Separate Donations and Products from Tickets

Create a customized checkout experience by separating the Donations and Products sections from the Tickets and placing them on their own pages. Separating everything helps Attendees find what they need. The Donations page offers an intuitive and focused interface, while the Products page highlights products to ensure they are visible to Attendees.

To place the Donations and Products sections on their own pages during checkout, set the Event Settings field Display Donations & Products separately to “Yes” (checked). 

To continue using the current functionality, leave Display Donations & Products separately set to “No” (unchecked).

Note: If a Form is related to a Donation or Product record, the Form will be displayed on the page with the Donation or Product.

Show/Hide the Join Video Stream Button

The Remove URL from Attendee Links field allows users to hide the Join Video Stream button to Attendees on the AttendeeLink page when the value in the Event’s Webinar/Meeting ID or Webinar/Meeting Account field is removed. 

• If the value is set to "No" or left blank, the existing behavior will continue.
• If the value is set to "Yes" and the value in the Webinar/Meeting ID or Webinar/Meeting Account field is deleted, the information in the Attendee’s Webinar/Meeting Join URL field (Join Video Stream button) will be removed.

Create Opportunity From Checkout

Check Create Opportunity From Checkout if you want an Opportunity automatically created from an Event checkout.

Opportunity Open Stage Name

Defines the stage for an open opportunity created from the Event checkout and used with "Pay Later" Event checkouts.

For example, if Create Opportunity From Checkout is enabled and “Pay Later” was selected during checkout, the opportunity will be created with the name in the Opportunity Open Stage Name field.

Opportunity Successful Stage Name

Defines the stage for a successful opportunity created from the Event checkout and used with completed Event checkouts.

For example, if Create Opportunity From Checkout is enabled and the checkout was paid successfully, the opportunity will be created with the name in the Opportunity Successful Stage Name field.

Create Zero Dollar Opportunities

• If the Create Zero Dollar Opportunities field is set to "None" or "Yes" and Create Opportunity From Checkout is checked, Opportunity records will be created for free and $0.00 Event orders.
• If the value is "No" and Create Opportunity From Checkout is checked, Opportunity records will NOT be created for free and $0.00 Event orders.

Opportunity Record Type

The Opportunity Record Type field defines the Label of the record type you want when an Opportunity is created.