Paid Checkout Process
  • 23 Feb 2024
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Paid Checkout Process

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Article summary

If you have created a Paid Event, the following steps will walk you through what an Attendee sees, and how it looks in your Salesforce org.

Create a Unique Checkout Experience

Keep in mind, that all colors, images, and text you see are 100% customizable to your specific use case!

  1. An Attendee views your Event listing and clicks Get Tickets  to start the process.

  2. The Attendee selects which Tickets (Event Items) and how many they want to purchase and clicks Continue. (If an Event has paid and free Tickets, the Attendee will see the Get Tickets button. If the Attendee only selects the free Event Item, they will see the Register  button. If they choose a combination of free and paid Event Items, they will see the Checkout button.) Attendees will not see the Event Item Description during checkout if your Event only has one free Event Item. To add a description of the Event Item, include the information in the Event ’s Description field.

    Quantity Remaining Message
    If an Event Item's Quantity Remaining is ten or less, then the value will be visible on the Event Item during the checkout process.

  3. The Attendee enters in their information: Last Name, First Name, Email etc. and clicks Continue. Everything you see here can be changed as well for a fully customizable checkout, including the language options in the Data Dictionary.

  4. The Attendee enters any additional contact information and their card details and clicks Place Your Order.

  5. The Attendee receives the Registration Success Message. A thank you message and all the information needed to attend the Event will be sent to the Email the Attendee entered in Step 3.

Payment Security

Payments and card data are securely processed and are PCI compliant.

Salesforce users can view the related Attendee information.

Financial summaries and totals are immediately updated with related payments or as we call them, Invoices.

  1. Check out the out-of-the-box Event financial report for quick summaries on your completed Event!