Should you integrate your event registration with Salesforce?
Unfortunately, by using many of the online event registration tools available to integrate with Salesforce, your organization runs the risk of ending up with both.
Why should I manage events in Salesforce?
Plan strategic events. Make the most of your Salesforce data. Why Should I Manage Events in Salesforce? An event management system within Salesforce allows you to access all relevant data in one centralized location—your database!
How do nonprofit organizations use Salesforce?
Nonprofit organizations use Salesforce in a unique way. If you’re a nonprofit, check out Double the Donation’s list of the best Salesforce solutions to enhance your donor engagement, fundraising, and outreach strategies. Want to join the discussion? Feel free to contribute! Your email address will not be published. Required fields are marked *
What is a Salesforce native event app?
A native Salesforce app can help your organization plan events in a more effective way. We’ll walk you through what it means to be native to Salesforce so you can make the best event app selection. Event Management Software: Our Top Reviews, Ranked!
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Can you track events in Salesforce?
You can track, create, and update your own and others' meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts.
How do I promote my event registration?
The Top 5 Techniques for Event Promotion to Increase RegistrationFirst and Foremost, Email Marketing. ... Partner on Thought Leadership. ... Search Engine Optimization and Blogging. ... Pay Attention to Loyal Attendees. ... Utilize Social Media Channels.
How do you increase registration for virtual events?
5 Strategies to increase registration for virtual eventsMake the decision to register easy. ... Follow-up is essential for increasing attendance. ... Consider incentivizing event attendance. ... Leverage your attendees and speakers. ... Allow access post-event.
How do I create an event in Salesforce?
Follow these steps to create an event in Contact Builder.Click Data Designer.Click Events.Choose Create Event.Enter a name for the event in the Name field.Enter a value in the Event Key field. ... Enter information about the event in the Description field.Click Edit Icon.Click an icon that represents the event.More items...
What is best method of boosting the registration?
Here are 10 quick and easy ways you can increase online registrations.Send Emails About Registration. ... Add a Link to Your Email Signature. ... Utilize Your Voicemail Message. ... Mention Registration to Your Members as They Check in. ... Utilize Paid Social Advertising. ... Post Organically to Your Organization's Social Media Channels.More items...•
How do I attract people to join my event?
8 Ways To Attract Attendees to Your EventSocial Media Communities. Getting people involved and talking about your event during all stages of your event is a good thing. ... YouTube. ... Virtual Tickets/Webcasts. ... Complimentary Access. ... Mobile Ready. ... Personalised Emails. ... Charity. ... Social Media Walls.
What is difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
What is event record in Salesforce?
Event records have standard fields for tracking and recording event details. In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.
How do I log events in Salesforce?
The Salesforce Event Log File (ELF) Browser is a Salesforce-connected web app that allows quick access to event log files....View Events in Salesforce Event Log File BrowserLog in to your org.Click Production Login.Set the start Date.Select an event type for your search, or leave event type set to All.Click Apply.
What is Salesforce native app?
Using a Salesforce native app means seamless data transfer, up-to-date information, and no manual data entry. How can you plan events on Salesforce?
What is native Salesforce?
A native Salesforce app can help your organization plan events in a more effective way. We’ll walk you through what it means to be native to Salesforce so you can make the best event app selection.
What is the best event management software?
This means the application was built to work with the Salesforce system exclusively, ensuring that all data stored within your Salesforce CRM will automatically connect to your event management app.
What is a microsite in event management?
A microsite is ideal for promoting your event. You can post all relevant event information in one location and accept registrations or sell tickets, too.
Why do you send a survey before an event?
Sending a guest survey before the event can help you gauge attendee expectations, preferences, and goals. If you send your survey early enough, you can use that data to plan an event in line with your audience’s objectives.
What is fundraising event?
Fundraising Events. Fundraising events are an engaging and profitable way to raise money for nonprofits, universities, churches, and other organizations. When you plan your fundraisers within your Salesforce CRM, you’ll automatically have access to all the data you need to plan an event that appeals to supporters.
How to keep guests on track at an event?
Keep guests on track throughout your event by communicating with them via text message! You can send out important event information (such as scheduling updates or cancellations), promote upcoming sessions or speakers, and remind guests of where the main attractions are taking place. Elevate your events!
1. Customize Campaigns to fit your event needs
To boost your productivity using Salesforce Campaigns, you could consider customizing the page layout to fit your needs – for example, editing the position of fields and creating new custom fields, changing which components are displayed, and how.
2. Build your Campaign hierarchy
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for both reporting and general organization.
3. Use Campaign Member Status for event attendance
Once Campaign Members have been added to your Campaign, you can set each one a Member Status:
4. Add Leads to Salesforce Campaigns
How you add Leads/Contacts to Campaigns will depend on how you have set up your Campaign hierarchy. You need to:
5. Leverage Campaign reports before and after events
You can use Salesforce standard reports and dashboards to monitor your Campaigns – which is good news, as these are both easy to use, and flexible.
6. Monitor event marketing ROI
Now feels like the perfect time to raise the question: How do you track ROI on events?
Summary – a Quick Checklist
Getting event registration and attendance information into Salesforce Campaigns is an important part of tracking the success of your events.