Event Settings
  • 13 Jul 2022
  • 1 Minute to read
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Event Settings

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The Event Settings object stores all the information about how your Event should look on the front-end and how it should process on the backend. The Event Settings record determines the look and feel for all related Events instead of having to define these fields on every Event that you create.

When you install the app, we deploy a default Event Settings record. We suggest that you initially use the default record and once you create your first Event, go back to the Event Settings to fix the look and feel.

Benefits

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

CLICK HERE FOR A LIST OF ALL FIELDS ON THE EVENT SETTINGS OBJECT AND WHAT THEY CONTROL.

Suggestions and Examples

There are 3 important features tied in with the Event Settings record:

  • Relationship Settings
  • Data Dictionary
  • Event to Campaign Sync

Based on these features and the look and feel, you should group your Events by how they look and need to function with the above features.

Data Dictionary Example
If you want to support a membership page and a weekly meeting for your members. We would suggest a different Event Settings for these two because the Membership page will need to have different labels (handled through the Data Dictionary).

Relationship Settings Example
If you have an Event where you want to generate new Leads/Contacts from people that aren't in your system compared to an Event where no new Leads/Contacts are generated, you'll need two different Event Settings records as you'll need two different Relationship Settings.

Event to Campaign Sync
If you want to support a membership page and a weekly meeting for your members and you want the Campaign Member Status for your membership registrants to be "New Member" compared to your weekly meetings where their Campaign Member Status should be "Responded", you'll need two different Event Settings records.