You can find the scheduled jobs below in Setup. In the Quick Find box, enter and click "Scheduled Jobs". All of the Payments job names start with Blackthorn | Payments. Blackthorn | Payments Send Stripe Invoices - It runs at 6 am each day to send the Invoice to the customer when Send Invoice On Date = "TODAY" on the Invoice . Blackthorn | Payments Past Due Invoices - It runs at 5 am each day to update the Invoice Payment Status = "Past Due" when the Due Date Payment Status = "Unpaid". You can schedule the jobs listed above by clicking the Schedule Billing Jobs button in the Blackthorn | Payment Admin tab. Process Stripe Billing Webhook Types Asynchronously A global method that allows customers to process certain Stripe Billing webhook types asynchronously instead of via the Blackthorn batch jobs was added. If the Process Async checkbox = “True”, the existing web processing batch jobs will skip those webhooks. Blackthorn

Overview There are two rich-text type fields which will allow you to show additional information on the pre-checkout and checkout page of your Event . Use Case Examples You can provide elaborate instructions to follow through the precheckout and checkout pages. Insert table diagrams and other images to show visual aids for the registration process. Instructions Add the Precheckout Details and Checkout Details fields to the Event page layout. Important If you are using custom permission sets, please make sure these fields are granted access where necessary. Fill in the the Precheckout Details and Checkout Details fields. Click Save . View the new information on the pre-checkout and checkout pages during registration. Precheckout Page Checkout Page

Prerequisites Android Devices To use the Mobile Check-in app, Android devices must have the Version 9.0 operating system or higher. Review Salesforce Connected App Changes Salesforce recently announced a change to its security policy around Connected Apps, effective August 28th. As a result, Blackthorn recommends verifying that these Connected Apps are installed in your Salesforce orgs. Blackthorn | Connected App - required to use Blackthorn Events and Blackthorn Payments Mobile Check-in App - required for using Blackthorn Mobile Check-in Blackthorn | Mobile Connected App - required for using Blackthorn Mobile Payments Blackthorn Message - required for using Blackthorn Messaging Please review the attached pdf for instructions to check that the required Connected Apps are installed and connected correctly. Start Here Download the app! Apple App Store (iOS) or Google Play Store (Android) . Then log in with your Salesforce username and password and you are off to the races.          

Click Edit Existing Event . Select an existing Event Name (required). Updated the Event Name . Select a different Location Type button. (This will populate the Event Location field.)  Review the fields in The Fundamentals section. Description Event Start Date Event Start Time Event End Date Event End Time Time Zone Event Settings   Update the Recurring Event s Details fields. Build From Scratch-Normal Scheduling:  Recurring   First Event Start Date First Event End Date   First Event Start Time   First Event End Time Build From Scratch-Advanced Scheduling:   Recurring = “Custom”  In the Custom Recurrence popup window, complete the following fields.  Repeats   Count Repeats On – The options available will change based on the value you selected in Repeats. Recurrence Method   Click Save .   First Event Start Date First Event End Date   First Event Start Time   First Event End Time   Update the Event Details fields. Event Group Category Keywords (Event Keyword record) Update the Organizer Details

To add Speakers from the Landing Page, scroll down to the Speakers section and click Add Speakers . Click + Add Speakers . Complete the following fields. Contact : Use this field to populate the Speaker record with the Contact record’s data. The Speaker record will include the Image URL and Alternative Text for Visual Impairment . Use the Upload files button to upload a Speaker image.  Bio Salutation   First Name   Last Name Title   Email   Phone   Company   Website   Status (The default setting is “Confirmed”.)  Speaker Visibility (The picklist options are "Featured", "Shown on Listing" (default), and "Hidden")  LinkedIn   Instagram   Twitter   Click Save .

Paid Feature Our enhanced email feature is a paid add-on with Blackthorn Events. For more information, please reach out to our team at https://community.blackthorn.io/s/ . SendGrid Integration With our SendGrid integration, you can send emails from Salesforce through SendGrid. Why is this a benefit? See the reasons below: For Admins, you won't run into your 24-hour email limit (our Email Template Builder uses Apex to send the emails). For Admins and Event Managers, significantly fewer emails will hit spam folders. For Event Managers, you will be able to create your own Email Template , send the email through our integration, and receive metrics about your email. IE., opens, bounces, and clicks without having to solely use Pardot, Marketing Cloud, Mailchimp, etc. Salesforce developers are now able to access a global method to use Blackthorn's SendGrid integration to send email from a custom component. New

SecureAttachment supports the following standard file types: Type API Notes JPEG Images PNG8 Images PNG24 Images PDF Files Multi-page and embedded images supported GIF Images BMP Images CSV N/A Native - no API required Word Document (.doc) N/A Native - no API required WEBP Images RAW Images TIFF Files ICO Images

Stripe Payouts will now automatically relate to the Charges and Transfers included within them. This helps reconcile which Charges are included in which bank transfers that you receive. Payout Transaction s are created in Salesforce via webhook by Stripe . They cannot be manually created in Salesforce . Once a Transaction with Record Type = "Payout" has been created with a Payment Status = "Paid", all charge Transaction s are related to the Payout Transaction through the Payout field on the Charge Transaction s via the daily charges batch job. It is important that payouts relate to original charges, refunds, disputed refunds and transfers so that you can successfully prove and document that account balances are in agreement. In addition to relating a Payout Transaction record to all original charges, refunds, and transfers we provide an out-of-the-box report on payouts and related Transaction s. Batch job process All Payout Transaction s

be updated only if there is only one Subscription Item. Price  : Can be updated only if there is only one Subscription Item. Payment Method : Updates the Source which is used for the Subscription Coupon  : You can add a Coupon. If you delete the field, the Coupon is removed. Billing Method Days Until Due  : only if Billing Method is set to 'Send Invoice'. Subscription Update Limitations If a Subscription field is NOT added to the list above that means you will not be able to use it to update a Subscription record. Some examples might include the fields  Pending Invoice Item Interval  and  Pending Invoice Item Interval Count . Subscription Items One Subscription can have more than one Stripe Price. In this scenario, instead of setting the  Price  field on Subscription, create separate Subscription Item records. You need to create Subscription Items before pushing the Subscription. Also note that if you are

When the write off is less than the full balance of single Line Item Create an Invoice with a Line Item . Manually create a write-off Transaction for an amount less than the Balance Due . Verify that an Allocation with Type = "Write Off" was created. The Line Item , Invoice , and Transaction lookups should be populated. The Amount should equal the Write Off Amount . When a Transaction with Transaction Type = “Write Off” is created manually for an Amount that is less than the Invoice ’s Balance Due , then the Allocation ’s Line Item , Invoice , and Transaction lookups will be populated, and the Allocation Amount will be equal to the Transaction 's ( Transaction Type = “Write Off”) Amount . When the write off is less than full balance of multiple Line Items Create an Invoice with multiple Line Item s. Manually create a write-off Transaction for an amount more than the Balance Due

Allow your Attendee s to contact you with any questions about your Event ! Overview The Contact Us feature allows Event Organizers to easily receive questions and comments from the Event 's Attendee s. To reduce spam emails and deter automated submissions sent via the Contact Us feature, a reCAPTCHA challenge was added to the Contact Us form. If there are reCAPTCHA loading issues while using a vanity domain or subdomain, please contact Blackthorn Support to have your domain allowlisted. Instructions Add the Contact Us Email field to your Event page layout and enter the email address that should receive all the responses. The Contact Us field on the Event Settings record needs to be set to "Always" . Now you are ready to accept questions and comments. Responses will show up in your email and look like this: FAQs Q: Are questions asked by registrants via the Contact Us Form on

Click the Scheduled Jobs tab. Click the Schedule Recommended Payments Jobs button and any other relevant buttons on this tab. Go to the Blackthorn | PayLink Setup Wizard tab. Click Grant Access to authorize PayLink. Remove the original user’s Payments license permission set(s). Duplicate Rule References a Missing Matching Rule Error: "conference360_Attendee_c.BT_Event_Attendee_Duplicate_Rule: This duplicate rule references a matching rule that doesn't exist. Update the referenced matching rule" If you experience this error message when performing an upgrade, create the following matching and duplicate rule in your org. Matching Rule Name: BT Events Attendee Matching Rule API Name: BT_Events_Attendee_Matching_Rule Description: matched attendee under an event Matching Criteria : (Attendee: EventEXACTMatchBlank = FALSE) AND (Attendee: Email2EXACTMatchBlank = FALSE) AND (Attendee: First_Name2FUZZY: FIRST NAMEMatchBlank = FALSE) AND (Attendee: Last_Name2FUZZY: LAST NAMEMatchBlank = FALSE) Duplicate Rule Name: BT Event Attendee Duplicate Rule API Name

An Event FAQ record allows you to add questions and answers to any Event . It's a great way to provide information about parking, ID requirements, who to contact, and more! Event FAQ Visibility To show the FAQs on the Event, navigate to the Event Setting record and update the FAQ field to "Always". Create an FAQ Navigate to your Event 's Related List . Click New . Enter a Category . To add multiple questions to the same category, enter the same Category value for each question. Event FAQ questions with a blank Category field (uncategorized questions) will be grouped in their own section without a section title. Event FAQ questions with a value in the Category field will have the Category as the section title. Enter a Sort Order . Select an existing FAQ Question or enter a Question (simple text) and an Answer (simple text). Click Save . Your Event FAQ questions

Cloning an Event in the Event Builder allows you to edit all Event fields before saving the cloned record.  Click Clone an Event . Select an existing Event Name . (required) Click Next . STOP: Please Read If the Event you are cloning contains Email Templates and you DON’T want the templates cloned, please follow the steps below. If you scroll down to edit the Event, the Email Templates will automatically be cloned. Otherwise, click the General Info tab. Click Emails in the left-hand navigation. If you don’t want to clone the Email Templates that were related to the original Event, set the Clone toggle to “Inactive.” If you do, leave the toggle set to “Active.” Click General Info. Since you are now working on the cloned or new Event, you will see that Begin From Scratch is selected. In addition to the original Event’s information, the newly cloned

for which they are eligible. How Advanced Visibility Works with Visibility Controls No Migration Required: Switch to Advanced Visibility for future Event s without migrating existing ones. It’s as easy as adding a BT Rule to the Visibility Rule field instead of configuring the Visibility Control field. You can also combine Visibility Controls with your BT Rule s. Mutually Exclusive Usage: Each Event , Event Item , and Session can reference either an Advanced Visibility Rule, Visibility Controls, or a combination of both. Daily or weekly Event s use Visibility Controls; the annual Event will use Advanced Visibility Rules. Event s use Advanced Visibility for complex criteria; Event Item s are gated by Visibility Controls for VIP, Member, and Non-Member pricing. Organization-wide usage of one or the other. Referencing Visibility Controls: Advanced Visibility Rules can reference Visibility Controls for additional criteria without rewriting existing automation. How Advanced Visibility Works

Which Blackthorn Apps Do You Use? The Smart Scheduler component can be used with our Events app, Messaging app, or both! If you are only using Events, ignore the steps about updating Messaging and Messaging’s permissions. If you want to learn more about our Messaging app, please contact your account manager!

Complete the following fields. Category Sort Order Question Answer Click Save . Click Update on the Event record. The FAQ tab will be located at the top of the Event webpage. NOTE: Even if FAQ = “Always,” the FAQ tab won’t be visible on the Event webpage until you create Event FAQ records and relate them to the Event . Post-Registration Only registered Attendee s can see the FAQ tab. Go to the Event Settings record. Click the Pencil icon. Set FAQ to “Post-Registration.” Click Save . Go to the related Event record. Click New next to the Event FAQ s Related List . Complete the following fields. Category Sort Order Question Answer Click Save . Click Update . To see the FAQ tab, Attendee s must go to their AttendeeLink and click Done . Hide No one can see the FAQ tab. Go to the Event Settings record. Click the Pencil icon. Set FAQ

you would like to only remove the "Free" verbiage from the Event registration, you can do so by setting the Value field to a "Space bar" entry. Going back to this Google Document , we can find the key we're looking for. In this case, let's remove the "Free" from the Subtotal column. The key we will be using is LBL_SUBTOTAL. Next, for the Value field, simply click the space bar to enter an empty value. And voila! Now, we can see that the text has been removed from the page. With the Data Dictionary , it is completely up to you what you'd like each field to represent in your checkout process. Use Merge Fields with Data Dictionary While we do not support merge fields in the Data Dictionary out of the box, we do have ICU formatted messages that, by default, give you the ability to

Split Payments allows users to define how to reconcile funds from different purchases (e.g., Tickets, Donations, Products) to specific gateway accounts connected to separate bank accounts. The benefits of using Split Payments include the following. Allow Attendee s to pay using both a primary Payment Gateway and a Donation Payment Gateway during a single checkout experience. Improve the user experience by eliminating the need to enter payment details multiple times. New Fields Three new payment gateway-related lookup fields are now available in addition to the existing Event object’s Payment Gateway and Payment Gateway object’s Default fields. Object: Event Field Label: Donation Payment Gateway API Name: conference360__Donation_Payment_Gateway__c Data Type: Lookup Description: Use this field to configure a separate Payment Gateway that will process only Donations at a paid Event . Note: The gateway selected must use the same payment processor as the default Payment

Use the buttons on the Upgrade tab to update your Events/Payments packages after performing an upgrade. Upgrade Payment Layouts Use the Upgrade Payment Layouts button to make sure the recommended Event fields are visible on all our Payments page layouts. Salesforce doesn't add new fields to page layouts when upgrading a package so we made an easy way for you to do it. Upgrade Events Layouts Use the Upgrade Events Layouts button to make sure the recommended fields are visible on all Events page layouts. Upgrade Translation Layouts Use the Upgrade Translation Layouts button to make sure the recommended fields are visible on the Translation page layout. Update Picklists Use the Update Picklists button to add any new picklist values. Update Email Templates Use the Update Email Templates button to update the existing Email Templates after each Events upgrade.