Linvio Events help articles provide step-by-step guidance on running event registration in Salesforce with Linvio. These resources cover creating and copying events, choosing a record type, campaigns and custom field mapping, importing attendees, waiving application fees, mass emailing registrants, printing nametags, event reporting, publishing an event to the College Calendar, and Linvio user permissions.
This guide shows users how to find and edit a Special Event record in the Linvio Events app within Salesforce. It walks through locating an event, opening the record, and updating calendar-related fields such as Event Type , Event Status , Include in Calendar , Department Hosting Event , and Targeted Micro Sites .
How to insert an image into a Linvio Event page, so that images do not appear as broken links. Includes a video recording and a step-by-step walkthrough.
Sometimes, you need to follow up with an attendee after an event. Here's how:
It's sometimes much more convenient to copy an event. This saves time, especially with for events with many custom field mappings .
There are many reports you can create for your events. Look for a report type that has "Special Events" in it.
Two methods for creating a new Special Event in the Linvio Events app, including choosing a record type and completing the required fields. Test the registration process thoroughly after setup.
How to map a Linvio event registrant's data inputs to the premade Registrant fields in Salesforce, look up existing Attendee fields and picklist values, and review picklist Custom Field Mapping in Linvio.
This article walks you through updating the Event Confirmation Screen and Landing Pages for Linvio events.
Currently, if you want to import a list of attendees and have it connect to leads – some may or may not already exist as leads in Salesforce, you need to use a campaign.
Insert pictures to Linvio events. Includes a step-by-step walkthrough for uploading and inserting an image in Linvio Events.
To ensure your Linvio Event is on the college calendar , complete the following steps on your Linvio Special Event:
The following instructions go through the entire process of managing an event using the Linvio Event Management Package.
When you are setting up a Linvio Event, there is a field on the Event called Apply App Fee Waiver. Check this box if the event provides applicants an Application Fee Waiver.
Steps for printing a paper check-in sheet for a Linvio event, including the option to show QR codes that check an attendee in when scanned by a QR code reader.
Take attendance for Linvio events. Includes a step-by-step walkthrough.