About Event Settings
  • 10 Jun 2024
  • 7 Minutes to read
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About Event Settings

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Article summary

Important Change to Event Settings and Event Groups

Event Settings applied at the Event Group level will override all Event Settings applied at the individual Event level. Previously, Event Settings applied at the Event level overrode Event Settings applied to an Event Group.

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.
Event Settings List View

We suggest changing the view from "Recently Viewed" to "View All" and then pinning "View All."

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.

Enabled Payment Methods

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 Attendee Edit AttendeeLink 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.

Event Settings_General Section.png

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.

Hide Price Range 1


Hide Price Range 2

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.

Exception - Please Read

The Phone field will be visible on the Contact Information form even if the Hide Main Contact Address field is set to “Yes” on the Event Settings. The Contacts Phone is a required field for the BT Events Attendee Matching Rule.

Set to Yes

Hide Main Contact Address 1


Hide Main Contact Address 2

Set to No

Hide Main Contact Address 3

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.

Hide Main Contact Company Name 1


Hide Main Contact Company Name 2

Tab Visibility

Each tab/section and feature of our listing, overview, and pre-checkout is configurable. On the Event Settings page, you can set each tab to “Always” or “Hide”. Some of the tabs can also be set to “Post-Registration”. If you leave a tab blank, the tab setting will default to "Always."

While the visibility can be adjusted, the order or placement of the tabs cannot be changed.

NOTE: The FAQ tab won’t be visible on the Event webpage until you create Event FAQ records related to the Event. 

Event Settings_Tab Visibility

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 SettingsFont 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 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.

Favicon_Event Settings

  • Set the Favicon URL globally, which will apply the Favicon to all Events and Event Groups in the org.
  1. Go to the Blackthorn | Events Admin tab.
  2. Click the Settings tab.
  3. Enter the URL in the Favicon Url field.
  4. Click Save.

Favicon_Set Globally

Example

The Blackthorn B is the default Favicon and in this Event example, it was replaced by populating the Favicon Url field
Favicon URL 1


Favicon URL 2

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

Are you using links from public Salesforce files or Google Drive?

If you are applying public Salesforce files or Google Drive links to the Favicon Url field, follow the instructions below.

  1. Create the URL using this format: https://drive.google.com/u/1/uc?id=$FILE_ID&export=download 
  2. Change “$FILE_ID” to the desired FILE_ID.

Other Settings

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

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".

24 Hour Format

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.

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.

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.

Disable Checkout as Someone Else 1

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

Disable Checkout as Someone Else 2

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.

Create Zero Dollar Opportunities

Opportunity Record Type

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


What's Next