Soapbox 2.2.20: Collecting attendee information in Soapbox Events

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With the recent release of Soapbox 2.2.20, we’ve added a number of enhancements to the Soapbox platform, focusing in large measure on expanding the power and flexibility of Soapbox Events.

The big ticket item, so to speak, is the ability for Soapbox Events to collect attendee information. As an administrator with Soapbox Events, you may now request or require that end users registering for an event provide the name and email address of each of the attendees for whom they are reserving tickets.

Salesforce integration: required Salesforce package updates

What is more, this attendee information can be saved to Salesforce, if you have our Salesforce integration tools included on your site. To take advantage of this new functionality, you must have Soapbox Events for Salesforce managed package Version 2.0. To upgrade from an earlier managed package, please follow the instructions below. If you would like to contract with us to do so for you, feel free to submit a ticket with your request.

Beyond attendee information: Additional functionality added to Soapbox

In addition to requesting or requiring attendee information during the reservation process, the release of Soapbox 2.2.20 allows you to do the following:

  • Set pagination for Upcoming Events and Past Events views so long lists of events can be broken up over several pages and more manageable to read;
  • Set a minimum and maximum number of tickets that can be reserved for a given ticket type during a single reservation - perfect for offering, say, one free member only ticket for logged in users;
  • Customize the reservation confirmation page and email with variables about the ticket order and event, including the name of orderer, event name, event date and time, total cost of the reservation, and total number of tickets reserved;
  • Send copies of the reservation confirmation email to staff or other receipients or your choosing so event hosts can get instance notifications of reservations;
  • Automatically redirect an end user to another page or link after processing their reservation so you can create event-specific workflows;
  • View attendee information in Soapbox Events as well as in Salesforce;
  • Autofill First Name, Last Name, and Email Address of the ticket orderer, if they are logged in to a password-protected area of your website, to make the reservation experience easier and more efficient
  • Disable editing of First Name, Last Name, and Email Address fields of the ticket orderer for data integrity, if they are logged in to a password-protected area of your website
  • Capture the IP address of the ticket orderer to provide further documentation of their order
  • Improved user registration experience through enhanced form validation and disabling of the Register to Attend button after initial click to prevent inadvertent multiple reservations
  • Increased power and flexibility for Salesforce Submit forms with the abiity to include field values from the record created in Salesforce into the text of confirmation page or in the url string of the Custom Link field
  • Expanded functionalities for the Jobline service to allow for great administrator control over publishing and unpublishing job announcements
  • Enhanced validation for Salesforce Submit forms allowing end users to upload documents to Salesforce;
  • Plus...more than twenty new Knowledge Base articles in the Soapbox Events and Salesforce integration essentials forums

Bugs be gone!

Along with new functionality, we also squashed some pesky bugs:
  • A hiccup that displayed an unfriendly “page not found” message rather than a styled “page not found” article was resolved for users trying to access a link on a site that isn’t valid. Big props to GEO Funders for pointing this one out.
  • The anti-spam honeypot fields were not being included on module versions of Salesforce Submit forms. Now they are, as good anti-spam honypot fields should.
  • A silly little niggle that made a field in a Salesforce Submit form required when editing it was squished. Kudos to the Hitachi Foundation for bringing this to our attention!
  • Potential conflicts with Salesforce Search or Salesforce Submit modules being published to Salesforce Search menu items were resolved.

Soapbox client shout out

And a final BiG thanks to Dan Geiger and his team at the U.S. Green Building Council, Northern California Chapter for the great assistance in helping us strategize these new features for Soapbox Events!

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Upgrading to Soapbox Events for Salesforce 2.0 managed package

If you have an earlier version of Soapbox Events for Salesforce and wish to upgrade to version 2.0, you may do so by logging in to your Salesforce instance and accessing this link.

Please note that Soapbox Events for Salesforce managed package version 2.0 requires EITHER the Enterprise Edition of Salesforce OR the following versions of the Nonprofit Starter Pack managed packages or higher: Contacts and Organizations, v. 2.1.2, Households v.2.4.4, Relationships v. 1.52, Affiliations v 1.55. Click here to install the latest packages.

After you have installed Soapbox Events for Salesforce managed package version 2.0, you will need to take the follow steps to fully implement the upgrade:

  1. Map the following new custom Lead fields to its match on Opportunities.  Mapping can be found in Setup > Customize > Leads > Fields > Lead Custom Fields & Relationships > Map Lead Fields (button).

    Soapbox Registration Order ID --> Opportunity.Soapbox Registration Order ID
  2. [OPTIONAL] Add the Soapbox Registration Order ID field to the Soapbox Registration Lead page layout
    1. Go to Setup > Customize > Leads > Page Layouts
    2. Click the Edit link in the row containing the Soapbox Registration Lead Layout
    3. Drag the Soapbox Registration Order ID field from the top panel and onto the page layout, just below the Description Field
    4. Click the Save button
  3. [OPTIONAL] Add the Soapbox Registration Order ID field to the Soapbox Registration Opportunity page layout
    1. Go to Setup > Customize > Opportunity > Page Layouts
    2. Click the Edit link in the row containing the Soapbox Registration Opportunity Layout
    3. Drag the Soapbox Registration Order ID field from the top panel and onto the page layout in the Additional Information section, under the Number of Tickets field
    4. Click the Save button
  4. Add the Total Tickets field to the Soapbox Registration Campaign page layout
    1. Go to Setup > Customize > Campaign > Page Layouts
    2. Click the Edit link in the row containing the Soapbox Registration Campaign Layout
    3. Drag the Total Tickets field from the top panel and onto the page layout under the Active field
    4. Click the Save button
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