Event Creation

Process

Lightning Events allow users to configure one or multi-page event registration pages. Follow the steps below to learn how to create events with Event Builder. For event planners who only have a few events per year, please fill out the Fonteva Event Intake Form.

Creating an Event

  1. [Select] the Fonteva Events app and [Click] the Events tab.
    • Note: Navigation will differ depending on if you are in Salesforce Lightning or Classic.
  2. From the Events tab page, [Click] the New button.
  3. From the New Event wizard, [Select] the Clone an Existing Event radio button.
  4. In the Event Name text box, [Type] the Event Name.
  5. In the Start Date field, [Select] the Event Start Date.
  6. From the Event Category picklist, [Select] the Event Category (SCHOOL - EVENT CATEGORY) that represents your school/area.
  7. From the Event picklist, [Select] the School Template (000 - SCHOOL NAME TEMPLATE).
  8. [Click] the Clone button.
  9. From the Clone Event window, [Select] ALL segments you'd like to clone.
  10. [Click] Clone.

Event Info

  1. In Event Builder, from the left-side navigation, [Select] the Event Info tab.
  2. [Type] an Event Name, which is displayed to users on the backend.
  3. [Type] an Event Display Name, which is displayed to registrants on the frontend.
    • Note: It is best practice to keep the same titles.
  4. In the Event Dates section, [Select] the Start Date and Start Time of your event.
  5. In the Event Dates section, [Select the End Date and End Time of your event.
  6. In the Time Zone picklist, [Select] the Time Zone your event will be in.
  7. In the Event Info Details section, [Select] the Enable Event Display Name and Date/Time checkbox.
    • Note: When checked, the Event Display Name, Location, and Date/Time will display in the event page header.
  8. If desired, [Enter] text in the Location and Date Text box to control the location and date display in the event page header.
  9. In the Event Overview text box, [Type] the desired event description text and customize the way it will display to event registrants using the formatting options available.If desired, [Check] the Auto Sell Out and/or Sold Out checkboxes.
    • Note: When Auto Sell Out is checked, the system will automatically check the Sold Out field when the number of registered attendees have reached to event capacity. If you choose not to use the Auto Sell Out feature a staff user will need to manually check the Sold Out checkbox when they want the Event to be marked as Sold Out.
  10. In the Registration Timer (in minutes) field, [Enter] a number value (in minutes), which sets a specific amount of time for an attendee to complete their registration.
    • Note: If the attendee doesn't purchase their ticket in the allotted time the ticket becomes available for someone else to purchase.
  11. DO NOT adjust the Contact/Attendees Settings section.The event should be pre-configured to enable Guest Email Optional.
  12. In the Custom Fields section, [Select] your Department and Event Type.
  13. In the Custom Fields section, [Select] if this event is a Raiser's Edge event and the Fee Type.
  14. In the Custom Fields section, [Type] the Event Organizer Email.
    • Note: This is the email that displays on the confirmation and reminder email. 

Tickets

  1. In Event Builder, from the left-side navigation, [Select] the Tickets tab.
  2. If desired, [Enter] Registration Instructions.
  3. [Click] New Ticket Type.
  4. From the Create Ticket Type window, [Check] Is Published and Is Active to allow this Ticket Type to be available for purchase when the Event is in "Active" Status.
  5. In the Ticket Name text box, [Enter] the Ticket Name.
  6. In the Ticket Price text box, [Enter] the Ticket Price.
  7. Optional features include:
    • [Check] Enable Ticket Waitlisting to allow attendees to be added to a waitlist when the ticket is Sold Out.
    • [Enter] Ticket Description.
    • [Enter] Ticket Information to be displayed in the PDF Ticket footer.
  8. [Paste] Ticket Image URL from Media Collections.
  9. If desired, [Check] and configure Group Ticket Type options.
  10. [Click] Save & Continue.

Venues

  1. In Event Builder, from the left-side navigation, [Select] the Venues tab.
  2. [Click] Add Venue.
  3. [Enter] the Venue Name.
  4. [Check] Is Primary.
    • Note: This will populate the Primary Venue and Venue Map components configured on the Venue Tab. There can only be one Primary Venue.
  5. If desired, [Enter] Venue Description.
  6. In the Address field, [Enter] Venue Address.
  7. From the Venue Image URL field, upload Venue Image.
  8. [Click] Save & Continue.

Speakers

  1. In Event Builder, from the left-side navigation, [Select] the Speakers tab.
  2. If desired, [Click] New Speaker.
  3. In the New Speaker window, from the Speaker Name field, [Enter] the Speaker's Name.
  4. If desired, [Enter] Title, Company Name, and Speaker Bio and upload Photo or insert Photo URL.
  5. [Check] Is Featured to have the speaker appear in the Featured Speakers component.
  6. If desired, [Enter] URLs for Speaker's Social Media profiles (Facebook, LinkedIn, Twitter).
  7. [Click] Save & Continue.

Agenda

  1. In Event Builder, from the left-side navigation, [Select] the Agenda tab.
  2. [Click] New Schedule Item.
  3. [Check] Active when the event is active to have this Schedule Item publish when the Event is in the Active status.
  4. In the Schedule Item Name text box, [Enter] the Schedule Item Name.
  5. If desired, [Enter] the max Capacity and/or [Check] Enable Waitlisting.
  6. [Enter] Start Date.
  7. [Enter] Start Time.
  8. [Enter] Duration.
  9. Other Optional features include:
    • [Check] Allow Conflicts to allow attendees to register for multiple Schedule Items occurring at the same time
  10. [Enter] the Price if the Schedule Item is paid. Leave this field blank if the Schedule Item is free.
  11. [Enter] Schedule Item Description.
  12. [Click] the Attach Form tab to attach Forms created in Form Builder.
  13. [Click] the Accounting tab to configure Accounting Information.

Pages

  1. In Event Builder, from the left-side navigation, [Scroll Down] and [Select] Pages.
  2. From the Pages section, [Click] the Statuses picklist button and [Select] the desired Status. This allows you to determine which pages will appear when the Event is in that status.
  3. [Click] the New Page button to create a new page for the selected Status.
  4. From left-hand navigation of the Event Page window, [Check] Is Published to make the page visible when the Event is in the selected Status.
  5. From the Navigation Label text box, [Type] a Navigation Label which will appear as the tab name on the event registration page.
  6. In the Browser Label text box, [Type] a Browser Label which will appear in the browser tab when the Page is selected on the event registration page.
  7. Under the Lightning Components section, [Select] the desired Lightning Components from the left-side navigation onto the main page.
  8. When finished, [Click] Save & Close.
  9. Repeat the steps for any additional pages to be Published for the selected Status.

Theme

1. Under the Images tab, [Click] the Browse button to upload a saved image. It is best practice to use a vista shot.

Publishing an Event

1. At the top of Event Builder, [Click] on the blue status bar.

2. [Switch] the status from Planned to Active.

3. Go to the Access Permissions component and [Uncheck] the Restrict checkbox.

4. [Click] Save & Close at the top right.