Announcement

Collapse

Information Needed

See more
See less

Custom Registration Question on Free Events

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Custom Registration Question on Free Events

    We would like to ask for the Organization name and Title during the registration process. Is there a way to add these to the registration form for free events that do not create opportunities? If yes, how does one go about it and then how can it be reported on?

    Thanks!

  • #2
    Good day @DWhitig

    It's nothing to do with the opportunity creation. You can add the custom questions to your Event and you will get that information in the respective Event under Registrant detail page as well as in the report.

    Please review the following KB article: http://help.clickandpledge.com/custo...ticles/2690197
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Excellent - thank you! Once more question... If I want to create a report within Salesforce that has the attendees with the custom questions, what Report Type would I use (or is there already a Salesforce C&P report already?

      Comment


      • #4
        There are reports on Registrant and Attendee information in the Event dashboard itself.

        Click image for larger version

Name:	reports.jpg
Views:	21
Size:	111.2 KB
ID:	47927
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Yup, got that - I was hoping to also create a report from within Salesforce and wanted to know what report type to select to get a report of the attendee with the custom question information here.

          Click image for larger version

Name:	C&P Reports in SF.PNG
Views:	13
Size:	33.6 KB
ID:	47932

          Comment


          • #6
            There is already report included with the package. Please see:

            Click image for larger version

Name:	Attendee report.jpg
Views:	22
Size:	78.7 KB
ID:	47934
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Thank you!

              Comment

              Working...
              X