Event Settings
  • 06 Dec 2022
  • 6 Minutes to read
  • Dark
    Light

Event Settings

  • Dark
    Light

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

Data Dictionary

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 Member Status = “New Member”
    • Event Settings record 1
  • Event 2

    • Weekly meeting participants Campaign Member Status = "Responded"
    • 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 Member Status = “New Member”
    • Event Settings record 1
  • Event 2

    • Weekly meeting participants Campaign Member Status = "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

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 Main Contact Address in Checkout

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

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 Contact’s 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 and Labels

Each tab/section and feature of our listing, overview, and precheckout is configurable. On the Event Settings page, you can enable or disable the appearance of different sections.

If you would like to configure other labels, check out our Data Dictionary / Translations which offers the ability to override almost any text!
Tab Visiblity Labels

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.

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.

Here is an example URL that can be used
This will change the title to red, and the background of the title to green.

Here is another example URL that can be used
This will hide the event start dates and time for your Event.
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 Event Settings that links to a branded favicon of your choosing. Any Event linked to the Event Settings with this field populated will display a custom favicon rather than the default Blackthorn favicon.

  • 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: Default sizing for a favicon is 16x16 pixels

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.

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


24 Hour Format 2

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 "Someone Else" option here:
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 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