Creating and editing Events
- Viewing and managing Events in the administrator
- Setting an event as private in the Events app
- Creating tickets for your Soapbox Event
- Enabling Microsoft integration and selecting a Dynamics Campaign, Event, and Designation for a Soapbox Event
- Adding custom questions from Microsoft to the Contact Information section of an Event registration form
- Adding custom questions from Microsoft to the Attendee Information form
- Creating regular expression (REGEX) custom validation rules for Event registration fields
- Customizing field validation requirements for standard fields in the Contact Information section of an Event registration
- Customizing field validation requirements for custom Salesforce fields in the Contact Information section of an Event registration
- Customizing field validation requirements for custom Salesforce fields in the Attendee Information section of an Event registration
- Customizing field validation requirements for standard fields in the Attendee Information section of an Event registration
- Adding custom fields from Salesforce to the Contact Information section of an Event registration form
- Conditionally show or hide custom Salesforce fields in the Contact Information section of an Event registration form
- Adding custom fields from Salesforce to Attendee Information form
- Conditionally show or hide custom Salesforce fields in the Attendee Information section of an Event registration form
- Allowing registrants to choose to accept, donate, or decline add-ons to a registration
- Showing or hiding custom Salesforce Attendee Information fields by specific Ticket Type
- Selecting a site template for a specific event
- Understanding Permission Types in restricting access to Event tickets
- Creating administrator-only Ticket Types for an event for staff use to register individuals on the front-end of Soapbox
- Restricting event registrations to only allow attendees who are active members in Salesforce
- Restricting event registrations to only allow attendees that match Contacts in Salesforce
- Enabling or disabling Household Attendee Registration for logged in users for an individual event
- Understanding how event capacity is enforced from Salesforce
- Enforcing event capacity based on the number of registered attendees for a Campaign in Salesforce for a specific event
- Connecting an event with a Zoom Meeting or Webinar so event attendees are automatically added as Zoom registrants
- Enabling attendance tracking in Soapbox and Salesforce for a Zoom Meeting or Webinar
- Who gets what confirmation email when an Event registration includes Zoom integration?
- Sharing personalized Zoom Meeting or Webinar links with event participants
- Add a Description to a Ticket Type