Check out these 5 tips for getting more from your Salesforce event registration.

Salesforce Event Registration: 5 Ways to Do It Better

Though a variety of types of businesses and organizations rely on Salesforce to manage all of their efforts, many don’t know how to fully take advantage of the CRM for an important part of their strategy: event management!

If you think Salesforce won’t be any help during the event planning process, it’s time to think again. In fact, Salesforce can be a big help when it comes to managing the most important aspects of your event, including event registration.

To capitalize on your CRM’s power while setting up and managing your event registration process, you’ll need to work with an event management app that can expand the Salesforce platform’s functionality to cover registration (and other key elements).

In this post, we’ll zone in on the registration process and show you 5 ways to use Salesforce to design a better event registration experience for your guests (and your team!):

  1. Customize your Salesforce event registration experience.
  2. Give guests control over their Salesforce event registration experience.
  3. Offer multiple ticket types during Salesforce event registration.
  4. Build out schedule options for multi-session or multi-day events.
  5. Sell merchandise and accept donations during Salesforce event registrations.

Each of these minor changes can be pivotal for engaging event attendees from the very beginning of their event experience. And when you implement all of these elements, you can turn your event registration from okay to absolutely amazing!

By customizing the Salesforce event registration experience, you'll give your guests more options and present a more engaging event from the get-go.

1. Customize your Salesforce event registration experience.

The only thing worse than a bland event registration page? An event registration page that’s completely disconnected from the event itself.

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.

On the other hand, when you work with a robust Salesforce event management app (not a lightweight online tool), you should be able to create a unique registration experience that actually reflects your event.

Fonteva Events makes Salesforce event registration smoother by allowing you to customize every aspect of the event in one easy event builder.

As you’re putting together an event registration page, your team should be able to implement customizations that match your specific event to the tee. That might include:

  • Attaching custom forms. Need more information on your guests? Build and attach a custom form to your registration page! Use your Salesforce event management tool to create intuitive surveys that you can attach as needed to your registration form.
  • Creating an attendee waitlist. You can set up an auto-sellout feature on your registration page so you don’t inadvertently oversell your event; then, add a waitlist tool to ensure that guests don’t miss their chance to be first in line if a spot opens up.
  • Establishing permissions. Restrict registration access to certain groups (e.g., members, a preset guest list, or your staff) so that only need-to-know parties can see anything related to your event. Or, set permissions for only certain parts of the event page, such as specific ticket types or sessions.

Most importantly, none of these customizations should require an in-depth knowledge of coding or development. Your event management application should allow you to quickly and easily build out an event registration page within Salesforce without being an IT expert.

During Salesforce event registration, ask your guests to complete custom forms that connect seamlessly with your CRM.

Bonus: Not satisfied with the customization options you get with sites like Eventbrite? Check out these alternatives that are even better than Eventbrite and similar online solutions!

Work with an event management app that allows your guests to have full control over their Salesforce event registration.

2. Give guests control over their Salesforce event registration experience.

Ultimately, the success of your event depends on one thing—your guests’ experiences.

To make sure your guests have as much say as possible in how your event looks, find a Salesforce app that enables you to give your attendees autonomy throughout the registration process. 

No one knows what your guests want from your event more than the guests themselves, so you should empower them to:

  • Add information for multiple attendees during registration. If a guest’s data is already stored in your Salesforce system, they should be able to auto-fill their personal details during registration. Similarly, let them select existing profiles or enter contact information for members of their party.
  • Select sessions and tracks. For multi-day or multi-session events, guests should have the ability to quickly select sessions/tracks for themselves and any other guests in their party. Or, they can opt out of tracks by signing up for individual sessions a la carte.
  • Build out and manage event agendas. Not only should guests be able to select their own sessions during registration; they should be able to manage their agendas after they register, too. That way, if a guest changes their mind before event day, they can quickly adjust their schedule on their own.

The more your guests have a say in your event, the more likely they are to have a positive experience with both registration and the event itself!

Within your Salesforce event registration page, offer a variety of ticket types and prices that can meet guests' needs.

3. Offer multiple ticket types during Salesforce event registration.

Chances are, you’ll have many different types of event-goers in attendance, so it only makes sense to offer a variety of ticket options too.

Multiple ticket price levels allow you to cater to different kinds of guests and vary the event experience to meet a range of needs.

For example, a guest wanting the VIP treatment will be willing to pay more than someone who’s fine with general admission. Both types of guests are important to your event, and by offering registration options that align with their price points and event expectations, you’ll maximize revenue and engagement.

In addition to offering VIP and general admission tickets, you can also try the following tactics to diversify ticket options and inspire more registrations:

  • Set a list price as well as discounts and an on-site price. Encourage early registration by setting a limited time discount during the first month of registration. Still have tickets left on event day? Offer a day-of price for late registrants that’s somewhat marked up (but still affordable).
  • Offer member and non-member pricing. If your company or organization provides membership, reward your loyal members by offering a special price that’s only visible when logged in as a member. You can also set up a special promo code that you only send to specific segments of your Salesforce list.
  • Determine capacities per ticket type. Don’t offer front row seating to your entire guest list! To accommodate everyone, set up capacities for each ticket type. This will also encourage speedy registration, since your guests will know to act fast to reap the benefits of certain ticket options.

The more kinds of tickets you offer, the more likely you are to offer a registration option that perfectly lines up with your guests’ needs. And even if you don’t, just showing your registrants that you care enough to offer a full range of tickets will reiterate your dedication to their attendance.

Fonteva Events allows you to take greater control of the Salesforce event registration process by allowing you to customize your ticket types and prices.

Bonus: Setting multiple ticket types is just one of the many Salesforce event planning best practices you should keep in mind. Learn more by reading our ultimate guide to Salesforce event management!

For multi-session or multi-day events, make sure your Salesforce event registration tool can enable your guests to register for all the sessions, tracks, and other events they want to attend.

4.  Build out schedule options for multi-session or multi-day events.

For complex events with multiple days, tracks, and sessions (such as conferences), it’s important to work with a Salesforce event management app that can provide the flexibility you—and your guests!—need.

Within your event builder, you should be able to plan out an event that encapsulates all of the scheduling components you require. 

That way, anyone can easily see and register for exactly what they want to attend within one interface. You won’t have to send separate emails coordinating schedules, work with multiple platforms to manage rooms and venue logistics, or try to juggle anything else that slows down the planning process.

Instead, all of the registration information you need to capture for each event day, session, and track will be readily available in one place.

Allow your guests to build out their own schedules and agendas during Salesforce event registration with Fonteva Events.

For instance, you should be able to use your software to add all of the following to your registration page:

  • Multiple sessions and tracks. Group individual sessions into corresponding tracks so that registrants can filter listings based on their event interests. Or, allow them to piece together their own schedule across as many tracks as they’d like.
  • Additional options per session/track. Should only members have access to your VIP track? Perhaps you want to establish an extra cost for your lunch and learn session. Your event builder should let you customize permissions and prices for the entire event or individual sessions and tracks.
  • Capacities and waitlists per session. More than likely, each room in your venue will have a different amount of seating space, so each session will need its own unique capacity. Set up a waitlist option or force maxed-out sessions to auto-sellout so you don’t overbook your venue.

Your Salesforce event management solution should make customizing your event’s schedule intuitive so that guests can quickly register in a way that makes sense for your event.

When you sell additional products or accept donations during Salesforce event registration, you maximize your revenue possibilities and provide an extra way for guests to show support.

5. Sell merchandise or accept donations during Salesforce event registration.

Event tickets are the primary way you’ll bring in revenue from your event, but you definitely shouldn’t limit yourself by making that the only way.

Give your guests as many ways to contribute to your organization or show their support for your event by setting up an eCommerce store on your registration page. 

That way, your guests can:

  • Purchase merchandise. Set up an attractive online storefront to showcase branded products and event merchandise. T-shirts, coffee mugs, water bottles, and more—your options are limitless when it comes to promoting your brand and event!
  • Make donations. If guests don’t need another piece of merchandise, enable them to tack a gift of any size onto their ticket price. Don’t forget to send a follow-up thank-you note using Salesforce’s communication tools.
  • Receive member discounts. If members are already logged in when registering for your event, you can highlight their member discounts on merchandise automatically. You can also offer members-only item packages or event add-ons to thank them for their loyalty.

You can even package certain items together with your event for a discounted rate, thereby inspiring registrants to take home branded items while signing up for your event.

The best apps should allow you to process all of these transactions in a single shopping cart, which limits the number of transactions and cutting down on separate payment processing fees. Letting guests ring up their registration cost in addition to other items all at once is much more convenient than directing them to a separate site, so make sure your event management tool provides this functionality!

Additionally, you’ll want to do your research on how your event management solution processes payments. A secure, PCI-compliant platform will give your guests the assurance they need to follow through with their purchases.


With these key tips in mind, setting up a seamless registration process should be a breeze. Your guests will be excited for your event from the get-go, and your team will spend less time worrying about registration logistics and more time focusing on guest engagement. Talk about a win-win!

For even more insight into maximizing your Salesforce event, check out these additional resources:

  • Top 5 Salesforce Features for Streamlined Event Management. Did you know that Salesforce comes equipped with a number of features that can propel your event to success? Once you know how to use these built-in Salesforce features to your advantage, we guarantee your guests will take notice.
  • Event Management Apps: Key Features to Succeed on Salesforce. As you start your search for the right Salesforce app to manage your event, use this helpful post as your guide. We’ll show you everything you need in a stellar event planning solution.
  • Top 10 Salesforce Apps for Nonprofits. 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.

Learn more about Salesforce Event Planning with our simple 7 steps!

Use these Salesforce features to enhance your next event.

Top 5 Salesforce Features for Streamlined Event Management

You might not know it, but your Salesforce CRM can be an impactful part of your event management strategy.

Salesforce is rich with features that can enhance and simplify the event planning experience, and with the right apps in tow, you can tackle all aspects of event management in one place—your CRM! 

For those who might be unfamiliar with managing events in Salesforce, you’re in luck. In this post, we’ll break down the best Salesforce features and show you how you can use your CRM’s built-in tools to plan better events.

Here are the features we’ll cover:

  1. Contact profiles.
  2. Dashboards and reports.
  3. Salesforce mobile.
  4. Custom fields.
  5. Salesforce inbox.

When you understand how to get the most from these features, you’ll be able to use them to propel your events forward in innovative—and profitable—ways.

Bonus: Are you a nonprofit looking to enhance your fundraising events and other initiatives? See how Salesforce can help by reading Double the Donation’s reviews of the top Salesforce apps for nonprofits just like yours!

Contact profiles are a Salesforce feature that allow event planners to learn more about their guests and design more strategic events.

1. Top Salesforce Feature: Contact Profiles

What’s the Salesforce feature?

It goes without saying that the ability to store customer, lead, or other important contact information within your database is one of the primary functions of any CRM, Salesforce included.

In Salesforce, you’ll be able to create accounts for all the businesses, organizations, and individuals you interact with and store contact details relating to each of those accounts.

Within each business or person account, you’ll have access to as much data as you need to keep tabs on your customers in a meaningful way. For instance, you can store:

  • Contact information, including address, phone number, and email address.
  • Social media accounts, with a real-time feed visible in Salesforce.
  • Activity history, with relevant notes or documents attached.

You can also customize the information displayed within contact (or account) profiles; that way, you have the most relevant details and data on hand for whatever project you’re taking on, including your next event.

How can this Salesforce feature impact your event?

The data stored within your CRM’s accounts and contact profiles should be the backbone of all of your initiatives. Who your customers are can inform everything you do, including marketing, sales, and yes, even event planning!

When you have a comprehensive understanding of your audience, you’ll be able to plan a more intentional event that caters to your customers in effective ways. 

Let’s look at just a few examples of contact profile data that can affect your event strategy:

  • Event location — where will you host your event based on the geographic locations of your potential attendees?
  • Guest list — whom will you invite to your event, and who is most likely to attend based on activity history, interests, and other factors?
  • Event agenda — what content will your customers be most interested in, and how will you organize the event schedule in a way that appeals to a variety of guests?
  • Ticket options — how will you break out ticket pricing based on guest type (i.e., members, non-members, VIPs, major donors, etc)?

Use the Salesforce contact profiles features to create a strategic ticketing plan.

This Salesforce feature at a glance: The data in your contact profiles can—and should!—play a major role in all of your company’s efforts, including your event strategy.

Salesforce's dashboard and reporting features can help event planning teams view their event progress during and after their event.

2. Top Salesforce Feature: Dashboards and Reports

What’s the Salesforce feature?

Having a complete data set won’t mean much if you can’t view your data in a manageable way. Luckily, Salesforce’s dashboards and reports can help you get a grip on the information that matters most.

To understand what these tools can do for your organization, let’s first explain the difference between a dashboard and a report:

  • A Salesforce report is a list of records that answer a question or set of questions defined by the user. Essentially, you set the criteria for what data you want to see, and the subsequent report presents the data that meets that criteria.
  • A Salesforce dashboard presents your report data in a visual way. Each dashboard component relates to a report, and you can combine multiple dashboard components to build out a full visualization of related reports.

Together, these features can provide deep insight into how your company is performing based on virtually any metric.

With a native Salesforce app, you can see all of your event and constituent information in one place.

How can this Salesforce feature impact your event?

Without knowing how your past events have succeeded (or fallen short), you won’t be able to move forward with upcoming events in a strategic way. That’s where Salesforce’s analytics features can be a game changer.

With dashboards and reports, you’ll be able to organize relevant data to plan better events. For example, you might compile data on:

  • Ticket sales broken down by price and type.
  • Total event revenue and type of revenue (i.e., ticket sales, merchandise, additional donations).
  • Attendance per event, session, track, or guest type (i.e., member vs. non-member).
  • Guest engagement based on post-event survey results.

Measure your event success using your Salesforce event management app's reporting and analytics features.

This Salesforce feature at a glance: Using Salesforce’s dashboards and reporting tools will allow you to view your events’ effectiveness in a meaningful, actionable way.

Salesforce's mobile app gives event planning teams access to all of the Salesforce features on any device.

3. Top Salesforce Feature: Salesforce Mobile

What’s the Salesforce feature?

Salesforce knows that in today’s world, mobile matters more than ever. That’s why they’ve designed Salesforce1, a mobile app that can meet your team where you are, whether that’s in the office, on a sales call, or at your event venue.

Salesforce1 gives you total access to your Salesforce data no matter what device you’re using. That means you’ll be able to:

  • View account and contact profiles.
  • Quickly search through data to find what you need.
  • Collaborate on team documents.
  • Update and manage records.

Plus, the Salesforce mobile interface is highly customizable and scalable to fit any organization or role. You’ll be able to quickly configure the app to fit your mobile needs, without any heavy coding or a need for development knowledge.

How can this Salesforce feature impact your event?

The advantages of mobile Salesforce access are pretty obvious—you get to have all of Salesforce in your pocket!

However, for events, the importance of this accessibility can’t be overstated. With a mobile-ready Salesforce event management app, you’ll be able to manage event data on-site come event day and view real-time updates as guests check in and interact with your event.

Your event planning team shouldn’t be the only ones benefiting from mobile optimization, though; your guests should also be equipped with plenty of on-the-go options, such as:

  • Mobile registration through a responsive event microsite.
  • Mobile passbook tickets.
  • Mobile agenda management to view and edit their event schedules.

By taking advantage of Salesforce’s mobile app, your team (and your guests) will have the freedom to manage their event experience how, when, and where they’d like.

This Salesforce feature at a glance: Salesforce’s mobile app, Salesforce1, can give you the full functionality of Salesforce on the go, leading to a more flexible event management experience.

Use Salesforce's custom fields feature to create a unique data set that corresponds to your event's various needs.

4. Top Salesforce Feature: Custom Fields

What’s the Salesforce feature?

Within Salesforce, you have a plethora of customization options. Adding unique fields is one of the simplest—but most powerful—ways you can augment your standard CRM capabilities and build out a Salesforce CRM that works exactly how you need it to.

Adding custom fields enables you to track the information that’s most important to your organization. You can add a custom field to any object, including contact profiles, opportunities, or campaigns.

The custom field creation process is fairly straightforward, consisting of 5 basic steps:

  1. Create a new custom field relating to a specific object.
  2. Set a field type for your new field (e.g., checkbox, date/time, text, URL, etc).
  3. Define your new field’s attributes, including label, name, help text, and default value.
  4. Determine security and permissions for this field.
  5. Add your new field to page layouts, either automatically or manually.

And there you have it—your custom field is ready to go!

How can this Salesforce feature impact your event?

Event planning adds another layer to the Salesforce data you store. As you collect data during registration, from pre- and post-event surveys, or through other event-related sources, you’ll need to add custom fields to ensure all the information you want to keep is properly stored within your CRM. 

For example, let’s say that you want the answers from your registration form to transfer to your contact profiles for future reference. That might mean creating custom fields such as:

  • Dietary restrictions.
  • T-shirt size.
  • Communication preferences.
  • Membership number.

Use Salesforce's custom fields feature to file event survey results in your CRM.

When you have this information stored in your guests’ Salesforce profiles, you can also use it to auto-populate registration forms for future events, streamlining the experience for your guests even more!

Bonus: Learn more about Salesforce event registration by reading this helpful post!

This Salesforce feature at a glance: Adding custom fields to your Salesforce objects allows you to see more of the data that’s relevant to your organization and your events.

The Salesforce Inbox feature can help your event management team stay on top of event communications.

5. Top Salesforce Feature: Salesforce Inbox

What’s the Salesforce feature?

With Salesforce’s simple built-in email tools, your team can centralize your email communications directly within your CRM.  Essentially, Salesforce Inbox infuses your email client with the intelligence of Salesforce.

Using Salesforce Inbox, you’ll be able to:

  • View CRM data within your inbox as you send emails.
  • Use Salesforce email templates to maintain consistency across your staff.
  • Sync your calendar for easy scheduling.

Since email communications are an essential part of most businesses’ daily operations, having connected email and relationship management tools is vital. If your organization is missing out on this functionality, Salesforce Inbox can be your missing link.

How can this Salesforce feature impact your event?

Email is a crucial component of event marketing and communications. It’s often the most common way to communicate with guests, potential attendees, customers, leads, and other contacts.

Salesforce Inbox can drive your email communications forward throughout the event planning and follow-up periods. For instance, you can use it to:

  • Design professional (branded!) email templates for all event-related scenarios to save your staff time.
  • Send personalized mass emails to get the word out about your event or follow-up with prospects generated by the event.
  • Monitor email open and click-through rates to measure how your emails are performing and determine appropriate next steps for each recipient.

When you can connect with your event guests in the most effective, efficient ways, you’ll spend less time sorting through your inbox, drafting email copy, or transferring email data into your CRM, and more time nurturing those important customer relationships.

This Salesforce feature at a glance: Salesforce Inbox can allow you to plan out your email marketing and communications strategy more strategically with the help of your CRM data.


Now that you know what Salesforce can do for your event, it’s time to get planning!

Check out these additional resources for more information on Salesforce event management:

  • Salesforce Event Management: The Essential Guide. Learn everything there is to know about what it takes to plan a stellar event using your Salesforce CRM in this in-depth guide. We’ll cover everything from finding the right software to perfecting your event planning process!
  • Top 10 Salesforce Apps. Build your perfect CRM system by discovering the best apps in the Salesforce AppExchange. These 10 game-changers can help your team with everything, from event planning to time management and more.
  • Salesforce Event Management: Why Native Matters. Looking for an event management tool that will enhance your Salesforce system, not limit it? You’re in need of a native app! Learn why native Salesforce apps are so important by reading this helpful post.

Learn more about Salesforce Event Planning with our simple 7 steps!

Cvent is not the best Salesforce event management app available; read our reasons why!

Cvent Limitations on Salesforce (Plus Solutions!)

Check out these Cvent alternatives!

An end-to-end event management solution, Cvent is a popular software choice for organizations who need a heavy-duty tool to help streamline the event planning process.

While you might be familiar with Cvent as one of the top event planning solutions to integrate with your Salesforce CRM, there are actually a number of limitations to the Cvent Salesforce integration that you may not be aware of.

Of course, every software has pros and cons, but before choosing Cvent as your Salesforce event management solution, you should consider how these disadvantages might impact your overall event strategy.

In this post, we’ll walk through 4 key drawbacks to the Cvent Salesforce integration:

  1. Cvent is complicated to use.
  2. The Cvent Salesforce integration can be confusing.
  3. Cvent doesn’t offer enough support for Salesforce users.
  4. The Cvent Salesforce integration is costly.

Once you know what other users are saying about the Cvent Salesforce experience, you can make a more informed decision for your own organization.

Cvent is a complicated platform, and the Cvent Salesforce integration is no easier.

Cvent Salesforce Limitation #1: Cvent is complicated to use.

One of the most common concerns among Salesforce users who’ve implemented Cvent as their event planning tool? Cvent’s platform is not user-friendly.

With any robust event management software, your team should expect a learning curve. That said, Cvent presents a number of challenges that you should anticipate before purchasing the software. 

For example, Cvent users might find difficulty with aspects such as:

  • Implementation. Many organizations choose Cvent over other simpler event platforms because they need a wider range of features. The problem? Many users find it time-consuming and frustrating to attempt to navigate Cvent on their own and don’t end up utilizing the full functionality because they simply don’t know how!
  • Customization. Need to change up your email templates or event registration pages? Does your team like to pay extra attention to elements such as branding and design? Cvent might not be the tool for you, since Cvent’s customization options are limited and often difficult to navigate.
  • Reporting. For organizations planning regular events, being able to generate reports to measure the success of your events is critical. Unfortunately, while Cvent does have the power to run custom reports, users often report issues with creating those reports on their own (and don’t receive much assistance from customer support, either).

If your team has plenty of time and a knowledgeable IT team prepared to try out and train your staff on the platform, Cvent could be worth the investment.

However, if you need a platform that’s both powerful and user-friendly, don’t settle for less than both. Try out one of our recommendations for software like Cvent (but better) instead!

What to know: Cvent users often report issues with the user-friendliness of the platform’s interface and have a hard time accessing all of the tools within the software.

The Cvent Salesforce can be difficult for organizations to navigate and implement.

Cvent Salesforce Limitation #2: The Cvent Salesforce integration can be confusing.

If you’ve ever attempted to integrate two platforms together, you know that the process is inherently challenging. The Cvent Salesforce integration is no exception.

Cvent is not a native Salesforce app; it’s a completely external solution that must be manually integrated in order to work with your Salesforce system. 

That being the case, make sure your team is completely confident in configuring the integration before making the commitment to Cvent. Moreover, keep in mind that:

  • Your organization will be responsible for completing the integration. As we’ll touch on more in the next section, Cvent does not offer very much support for Salesforce users during the integration process. Most likely, your team will receive some documentation for how to integrate the products, but from there, you’re on your own.
  • The two platforms will not communicate with each other. Since Cvent wasn’t built for Salesforce, it won’t sync up with the rest of your Salesforce data. You’ll have to manually migrate data back and forth to have access to all of it, which will cost you time and potentially leave you with holes in your data set.
  • The integration may take longer than you’d think. While some Salesforce apps can be up and running with little downtime, integrating Cvent with your CRM can take some time. If you don’t have a significant IT team to handle the project, you may be spending weeks communicating with Cvent’s support team to ensure a smooth integration.

The best alternative to manually integrating a platform like Cvent with your Salesforce CRM is to look instead for a native Salesforce event management app.

Native apps are built as extensions of the Salesforce system, so there’s no integration required. From the minute you click “install,” your native app will be seamlessly connected to Salesforce—seriously!

What to know: To use Cvent, you’ll need to manually integrate it with your Salesforce system, which can be time-consuming and frustrating, especially if you don’t have a robust IT department at the ready.

Because Cvent is not a native Salesforce app, the Cvent Salesforce integration can require significant support, which Cvent's team doesn't always offer.

Cvent Salesforce Limitation #3: Cvent doesn’t offer enough support for Salesforce users.

Because Cvent was not built for Salesforce, it makes sense that the Cvent support team is not comprised of expert Salesforce developers or consultants.

While Cvent will be available to answer your questions, you should keep in mind that even with their help, the integration and implementation process will fall primarily on your team’s shoulders. That means your organization will need to have a plan in place for:

  • Transferring data. During the migration process, you’ll need to ensure no data is lost or damaged, that all fields line up in Cvent and Salesforce, and that you don’t inadvertently create duplicate profiles.
  • Configuring the platform. Since Cvent and Salesforce are both expansive platforms, you’ll have a number of options for how you’ll configure your data and each event. If you’re not familiar with making configurations to Salesforce, you may need the help of a consultant or developer.
  • Training your staff. Your team won’t become Cvent Salesforce experts overnight. Most likely, you’ll need to be trained on how to implement the integration and ensure your team understands how your event processes will work.

There are a number of online resources that you can use as supplementary help, but without dedicated support on hand, the Cvent Salesforce integration and implementation process may take more time than you’d like.

An event management app that was built for Salesforce will not only be easier to implement; it will also come with a support team that’s naturally more experienced dealing with questions that relate specifically to Salesforce.

What to know: Cvent works outside of Salesforce too, so the Cvent support team may not always be well-versed in the nuances of the Salesforce platform or provide timely, comprehensive guidance when it comes to implementation.

The Cvent Salesforce integration can require a lot of money and time from your organization.

Cvent Salesforce Limitation #4: The Cvent Salesforce integration is costly.

Ask any user and they’re likely to tell you: the Cvent Salesforce integration does not come cheap.

Of course, organizations who need powerful event management software to pull off their events should always be prepared to make an investment for the right features, but even so, Cvent falls to the higher end of the pricing spectrum.

You’ll have to request a custom price quote to find out exactly how much your organization needs to pay for the Cvent Salesforce integration. However, before you commit to your purchase, work with your staff and board to determine where event software fits into your budget and ask yourself questions such as:

  • Will we need to see the software before committing long-term? Some apps only charge based on event tickets, so you can at least explore the platform before you need to pay. If your vendor charges a flat fee, make sure to see a thorough demo before purchase.
  • Will the product allow as many events as we need? Some event management platforms are priced by the number of events you plan, so make sure your software can fit all the events you need. You should also consider how many tickets you can sell and if you can plan both free and priced events without paying extra.
  • Will we need to pay for upgrades? If you need more storage, more events, or more features, you may end up shelling out much more than you originally anticipated. Make sure to read all the fine print and make room in your budget for extra fees down the road.

Ultimately, when it comes to event software pricing, a good rule of thumb is that simpler is better. If you’re struggling to understand how much your software will cost you, your organization will almost definitely end up paying more than you want (or can afford).

While your organization might find that Cvent’s broad functionality is worth the cost, keep the potential complications in mind too. You may be able to find software with just as many features for a much more affordable price!

What to know: Cvent is an expensive software, so make sure you can afford all the up-front costs as well as any expenses you’ll encounter later on. If not, search for an event solution with a more budget-friendly pricing model!


With these considerations in mind, it’s up to your organization to decide if the Cvent Salesforce integration is the right call for you.

For more help navigating the Salesforce event management waters, check out these helpful resources:

  • Salesforce Event Management Guide. Learn everything you need to know about planning a show-stopping event in your Salesforce CRM by reading our ultimate guide.
  • Top Cvent Competitors. Now that you know Cvent might not be the best solution for your event management needs, read Double the Donation’s reviews of the best Cvent alternatives on the market.
  • Best Salesforce Features for Event Planning.  Did you know your Salesforce CRM is chock-full of built-in event management features? It’s true! Learn how to make the most of Salesforce to plan your events by reading this post.

Check out these Cvent limitations and alternatives!

The Eventbrite Salesforce integration is limited; read these 3 reasons why!

Eventbrite Salesforce Integration: 3 Crucial Considerations

Check out these Eventbrite alternatives!

Because it’s simple, user-friendly, and multi-functional, it’s no wonder why many organizations immediately turn to Eventbrite (and the Eventbrite Salesforce integration) for their event management needs.

But is it true that Eventbrite is the best Salesforce event planning solution out there, or is there more to the story that many organizations just aren’t aware of?

While Eventbrite is the go-to event planning platform for many organizations, there are a number of considerations that event planners—particularly those using Salesforce as their CRM—should know before they start planning their next event.

In this post, we’ll go over 3 of those considerations to help you make a more informed decision about whether or not the Eventbrite Salesforce app is the best choice for you:

  1. Eventbrite isn’t native to Salesforce.
  2. Eventbrite doesn’t cater to specific organizations.
  3. Eventbrite can’t meet complex event management needs.

Let’s examine these points in more depth.

Eventbrite Salesforce Limitation #1: Eventbrite isn't native to Salesforce, so you'll need to manually integrate the two platforms.

1. Eventbrite isn’t native to Salesforce.

The Problem with the Eventbrite Salesforce Integration

Eventbrite is a web-based event management platform that was built to work independently, not as a part of Salesforce. Because of that, it’s what’s considered a non-native Salesforce application.

You can still use Eventbrite with your Salesforce system, but there are a few things you should know about what it means to be non-native:

  • Non-native apps don’t run entirely within Salesforce. Native apps were built in Salesforce, so they function as an extension of your CRM. Non-native apps are totally separate platforms, so there’s no guarantee they’ll be working when Salesforce is, or that the third-party platform will be compatible with the rest of your Salesforce system.
  • Non-native apps require manual integration. You’ll have to go through a potentially complex integration process to transfer data from Eventbrite to Salesforce. There are dedicated apps to help integrate the two platforms, but be aware that those might come at an extra cost.
  • Non-native apps store data externally, which can hinder your security. Native apps adhere to the same data security standards that the rest of Salesforce does. Since third-party apps do not, you’ll need to take extra precautions when transferring data between the two platforms.

Plus, when you’re operating out of two separate systems, you’ll always run the risk of working with incomplete or inconsistent data—which isn’t very helpful when you’re creating an event strategy!

The Salesforce Event Solution

What’s the opposite of a non-native app? A native app, of course!

Native Salesforce applications were built to run exclusively within Salesforce, so there are no cumbersome integrations to keep you from effectively planning an outstanding event. 

Instead, all of your data will immediately (and consistently) be available in real time where you need it: your Salesforce CRM.

To learn more about the benefits of native apps, we recommend checking out this thorough post on the subject.

Eventbrite Salesforce Limitation #2: Eventbrite is too broad to provide insight into any particular kind of event.

2. Eventbrite doesn’t cater to specific organizations.

The Problem with the Eventbrite Salesforce Integration

Eventbrite is a broad platform designed to flexible enough for any individual or organization to use it easily. While that can be a good thing, it also means that Eventbrite offers little-to-no insight when it comes to planning your event.

If you’re looking for help with a particular type of event, you won’t get anything besides the basics. Whether you’re hosting a conference, fundraising gala, or family reunion, you’ll be utilizing the same functionality and will receive the same customer support.

That being the case, with Eventbrite on Salesfore, you won’t truly have access to the tools you need to:

  • Customize your registration page. Eventbrite makes it easy to add photos and your own color scheme to your event page, but the customization options beyond that are limited. To really capture guests’ attention, you need your registration page to be reflective of the event, with relevant fields and a unique, appealing look.
  • Provide flexible ticketing options. With Eventbrite, you can easily set up multiple ticket prices. However, you may find it difficult to sell group tickets, add merchandise or donations to ticket sales, or create personalized pricing options restricted to specific constituent segments.
  • Connect with speakers and sponsors. As a ticketing app, Eventbrite does a good job of helping you focus on your guests. That focus makes sense for some events, but for trade shows, conferences, or other events with many kinds of active participants, such as speakers and sponsors, Eventbrite leaves a major gap in the event management process.

And if you do run into problems attempting to configure Eventbrite to your event strategy, keep in mind that their customer service team likely won’t have the in-depth event management expertise to assist with your specific event.

The Salesforce Event Solution

If you’re planning events on a regular basis, you need an event management solution that responds to your strategy.

Before you commit to any event management platform, work with your organization to determine what you need from your event management software. Do you truly just need a ticketing platform for a couple of one-off events, or do you need a solution that was specifically designed to enhance your events and engage guests over time?

Take a look at how Fonteva Events enables conference planners to create dynamic sessions, each with their own categories, permissions, and registration parameters. This tool couldn’t be more perfect for organizations with specific multi-session event needs.

With your Salesforce event management app, you should be able to build dynamic sessions with their own customized options.

Once you know what your event needs, start checking out the top solutions for managing what’s most important to you!

Eventbrite Salesforce Limitation #3: Eventbrite was designed to be lightweight and simple, so it can't meet a vast array of event management needs.

3. Eventbrite can’t meet complex event management needs.

The Problem with the Eventbrite Salesforce Integration

Eventbrite was also designed to be simple as well as broad. Again, in many ways, that’s a definite pro for event planners, but in other ways, the simplicity leaves much to be desired for event managing teams who need a robust, capable platform.

If you need your event management software to carry the bulk of the weight during the event planning experience, Eventbrite likely isn’t the solution for you.

At its core, Eventbrite is a ticketing and registration platform, and it doesn’t have the power to help you manage other crucial aspects of your event, like:

  • Logistics. Within Eventbrite, you’ll have no way to manage venue or setup logistics, seating assignments, speaker content, or floor plans. In more comprehensive applications, you can collaborate with your team to manage all of those factors within the same platform, providing a more holistic view of your event.
  • Promotions. Marketing is one of the most important elements to consider as you plan your event, and with Eventbrite, you have very limited options for how you’ll get the word out. If you use Eventbrite as your main event management tool, you’ll probably also need to use other dedicated solutions to manage email marketing, direct mail, and your event website.
  • Attendee data. When you use a platform that’s seamlessly connected to Salesforce, you’ll have all your constituent data at your fingertips. With Eventbrite, you’ll have to integrate any registrant data you collect with your Salesforce CRM, which makes using that information to inform your event strategy much more difficult.

A lot goes into planning an event, and Eventbrite simply wasn’t built to handle every need your organization may have!

The Salesforce Event Solution

If you’re concerned that Eventbrite won’t be able to accommodate the full scope of your event, it’s time to start searching for a more multifaceted solution.

Especially for less experienced event planning teams, you may be concerned that comprehensive event management software will be difficult to use. Luckily, the right event management software won’t force you to sacrifice user-friendliness for a robust feature set!

For example, look at how Fonteva Events allows you to manage event information, ticketing, venues, promotions, speakers, and more all from one simple event builder tool.

You can use your Salesforce event management app's event builder to create a fully customized event experience.

When you find a Salesforce event management app with all of the features you need, you’ll have access to everything you need to plan a stellar event all in one platform!


Ready to start shopping for your ideal event management app? Check out these resources to find the perfect solution for your organization:

  • Top Eventbrite Alternatives. If you’re looking for software like Eventbrite, we’ve got the post for you! These Eventbrite competitors have all been reviewed and tested to ensure you find the best event planning solution sooner rather than later.
  • Top Cvent Competitors. Another popular event management tool, Cvent is well-known for being an end-to-end solution for large organizations. If that sounds like the right solution for you, check out Double the Donation’s list of event management options that are similar to Cvent—but even better!
  • Top Salesforce Partners for Planning Events. Double the Donation has compiled a list of all the top Salesforce event management solutions on the market. Before hitting the AppExchange, read this breakdown of the best software options for organizations like yours!

Learn more about the best Eventbrite alternatives!

Read our reviews of the top Cvent competitors available.

Top 7 Cvent Competitors You Haven’t Considered (But Need To!)

Check out these Cvent alternatives!

A popular event management solution for organizations with extensive event planning needs, Cvent might be the first option you see when you begin your search for an event management platform—but it shouldn’t be the last!

All software has its pros and cons, so before you settle on your selection, it’s important that you survey all of your options. If your event planning team doesn’t have time to spend shopping around, don’t sweat; we’ve already done the hard work for you.

Here, we’ll go through our picks for the top 7 Cvent competitors:

  1. Fonteva Events
  2. Picatic
  3. Hubb
  4. BidPal
  5. EventCollab
  6. MobileCause
  7. Doubleknot

While each of these platforms are similar to Cvent, they also have their own specific advantages to help take your upcoming event to the next level.

You can learn more about why Cvent might not be the best choice for your organization by reading our post on the limitations of using Cvent with Salesforce. You might be surprised what you find out!

Now, let’s dive into the reviews to find out which event management app is right for you.

Fonteva Events is an all-in-one Cvent competitor with robust event management tools.

1. Top Cvent Competitor: Fonteva Events

An all-in-one Salesforce event management solution, Fonteva Events can be your organization’s partner for every part of the event planning experience. This powerhouse platform can transform your approach to:

  • Logistics management. Stay on top of venues, exhibitors, sponsors, speakers, and vendors without leaving Salesforce.
  • Guest management. Tackle ticketing and registration, build out attendee schedules, track RSVPs, and create and edit waitlists as needed.
  • eCommerce and donation management. Set up online storefronts to sell merchandise and accept online donations with guaranteed secure payment processing.
  • Event analytics. Run custom reports and design your event dashboard using Fonteva’s incredibly user-friendly interface.

As a native Salesforce application, Fonteva seamlessly connects to your CRM, absolutely no integration required. Unlike non-native Salesforce apps, which require manual data updates and transfers to stay up-to-date, Fonteva always provides a clear, complete picture of your Salesforce and event data, all in one centralized location!

How It Compares to Cvent

Like Cvent, Fonteva Events is a comprehensive event planning solution, with a variety of tools to smooth out event planning, marketing, execution, and follow-up. Plus, Fonteva works well for any type of event, whether it be a one-off meeting, multi-day conference, training course, or anything else your organization needs to put together.

However, Fonteva stands out from the crowd since its unlimited features and event planning options are all available for one flat fee per year. Fonteva also provides 3 free upgrades to your event management software, so you don’t have to worry about those hidden fees creeping up later on.

Fonteva Events is the top Cvent competitor for any type of event.


Other Cvent Competitors to Consider

Picatic is a Cvent competitor that can help your organization plan events online.

2. Cvent Competitor: Picatic

A web-based event management solution, Picatic can put your organization on the path to event success with its many different features, including:

  • Customizable event pages on the Picatic site where you can upload photos, videos, and important event details.
  • Email tools to send invites and updates to potential ticket buyers or guests.
  • Flexible ticket pricing options, including custom discount or access codes.
  • Registration widget to sell tickets on your own webpage or blog, with no redirection to the Picatic site.

While Picatic offers a free Basic package with the most essential event planning tools, organizations with complex event needs should likely opt for Picatic’s Pro or Enterprise solutions. 

These more powerful platforms provide greater flexibility and a wider range of features to ensure that event planning pros are equipped with the most advanced tools and the highest level of support from the Picatic team.

How It Compares to Cvent

Picatic is a lightweight event management alternative that’s ideal for organizations who don’t need the full functionality of software like Cvent.

Similar to Eventbrite, Picatic is a web-based platform. While you can access all of its tools online, you can also integrate Picatic Pro with Salesforce to take a look at your event alongside your Salesforce data.

Picatic is a top Cvent competitor for individuals, businesses, and organizations.


Cvent competitor Hubb is a comprehensive event management solution with dedicated content management tools.

3. Cvent Competitor: Hubb

An event management platform designed for meetings and conferences, Hubb can help your event planning team stay on top of tasks, manage workflows, and focus on what matters—making your next event the best it can be! With Hubb, your team gains access to features such as:

  • Content management tools to help planners coordinate with event speakers.
  • Attendee schedule builder and built-in social features to share agendas easily.
  • Exhibitor and sponsor self-management tools.
  • Intuitive staff calendars with automatic conflict notifications to avoid double-booking.

Known as “event technology by event planners for event planners,” Hubb has thought of almost everything that event managers need to produce successful events. 

But if you’re not sure if Hubb is right for your organization, you can take their software on a test drive with their free trial option!

How It Compares to Cvent

Hubb focuses on streamlining and automating the event experience. Their users report that not only is Hubb easy to navigate; it’s also easy to implement.

That means your team won’t waste too much time in training and trying to figure out how to make the most of Hubb’s software. Instead, you’ll quickly be able to dive in and utilize the many features this platform houses.

Hubb is a Cvent competitor for organizing meetings and events.


BidPal is a Cvent competitor geared toward charity auctions and other fundraising events.

4.  Cvent Competitor: BidPal

Though this software was designed for nonprofits raising funds through charity auctions, BidPal is comprehensive enough to cover any event fundraising needs. When you work with BidPal’s web-based event management software, you’ll have access to versatile features such as:

  • Online ticketing and RSVP management.
  • Flexible auction checkout tools and payment processing.
  • Online and in-person auction management and mobile bidding.
  • Social sharing and online event promotion.

Plus, BidPal stands out from a number of similar platforms thanks to its all-inclusive pricing, which allows fundraisers to manage multiple events per year for no extra fee.

How It Compares to Cvent

Unlike Cvent, BidPal comes with fundraising-specific tools that can strongly benefit event planners hoping to turn a profit for their charity, university, or other nonprofit organization.

That being the case, the team at BidPal has really thought through a number of innovative ways to streamline typically chaotic fundraising events, particularly silent auctions. Your guests can take advantage of BidPal’s revolutionary mobile bidding tools to automate bids, instantly checkout and pay for their items, and even make additional donations.

The best part? Because guests will spend less time in checkout and registration lines, they can spend more time engaging with your event, making more donations, and enjoying their night at the auction—it’s a win, win, win!

BidPal is a Cvent competitor that helps nonprofits plan more profitable charity auctions.


EventCollab is a Cvent competitor with project and event management features.

5. Cvent Competitor: EventCollab

A one-stop event management resource, EventCollab can help your event planning team stay on track together with tools such as:

  • Integrated documents stored in the cloud for easy, universal access.
  • Collaborative discussion tools so that your team can instantly connect with each other or outside parties (such as vendors or contractors).
  • Simple permissions to keep certain tasks, documents, or projects on a need-to-know basis.
  • Optimized interface for ease of use on mobile or desktop devices.

EventCollab’s simple (but powerful!) platform will seamlessly connect all of your team members’ tasks and projects so that you have a unified vision for your upcoming event. 

You can try EventCollab for free by signing up for their Lite Plan, which powers your team for up to 3 active events.

How It Compares to Cvent

With a greater focus on project management and team communication, EventCollab is a smart choice for expansive event planning teams (such as those with a number of contracted or remote staff).

Another advantage to using EventCollab? You can scale your solution depending on your needs, meaning that EventCollab can be the perfect solution whether you’re planning one small meeting or multiple conferences. (And you’ll only pay for what you need!)

EventCollab is a Cvent competitor that enables large event teams to work together to manage events.


MobileCause is a Cvent competitor for fundraising events.

6. Cvent Competitor: MobileCause

As a jack-of-all-trades provider for nonprofits and other types of fundraising organizations, MobileCause offers live and digital event management solutions geared toward fundraising events, including:

  • Mobile-friendly RSVP and ticketing (including text registration via shortcode).
  • SMS communication tools to stay in contact with guests before, during, and after the event.
  • Mobile pledging tools for on-site donations.
  • Live fundraising thermometer to display onstage at your event.

In addition to their event fundraising tools, organizations who opt for MobileCause can also choose from their suite of other nonprofit-focused products, including their peer-to-peer and crowdfunding platform, donor management tools, and campaign marketing software.

How It Compares to Cvent

Rather than providing an end-to-end event management solution, MobileCause focuses on equipping event fundraising teams with the tools they need to take their events to the next level, raising more money and causing less stress during the planning process.

All of MobileCause’s tools can be combined to create a fundraising system that engages event guests both online and off.

Additionally, MobileCause is known for its top-notch customer support and digital marketing expertise; if your event management team needs help outlining your fundraising strategy or marketing plan, give MobileCause a call!

MobileCause is a Cvent competitor for nonprofits who need fundraising tools at their events.


Doubleknot is a Cvent competitor for zoos, museums, and other community-focused nonprofits.

7. Cvent Competitor: Doubleknot

Doubleknot is a full-service event management solution provider offering event registration, booking, admissions, and fundraising tools specifically for the following types of organizations:

  • Zoos and aquariums.
  • Museums, science centers, and nature centers.
  • Camps, retreat centers, and conference centers.
  • Boy Scout and Girl Scout councils.

If your organization falls into one of those categories, Doubleknot can outfit your event planning team with everything you need to create programs and events that keep guests coming back!

How It Compares to Cvent

Though less all-encompassing than Cvent, for organizations with highly specific event management needs, Doubleknot can’t be beat.

Like Cvent, Doubleknot also offers plenty of integration options and support to ensure it connects with the software you’re already using. 

And if your CRM or other software doesn’t have a pre-developed integration, Doubleknot will work with you personally to provide a unique connection that keeps your data centralized and always up-to-date.

Doubleknot is a Cvent competitor that can specifically help zoos, museums, camps and other specific types of nonprofits, plan programs and events more easily.


Now that you’re familiar with these excellent Cvent competitors, it’s time to get started planning your best event ever.

Learn more about event management by checking out these resources:

  • Salesforce Event Management Guide. Learn how to effectively plan events without ever leaving your Salesforce CRM system. Our handy guide will show you the ropes of Salesforce event management!
  • Salesforce Event Management Apps: Key Features to Look For. If you’re still unsure about what your event management solution should do, check out our rundown of the most important features for planning successful events in Salesforce.
  • More Top Cvent Competitors! Haven’t had enough of these great Cvent alternatives? Double the Donation has 10 more Cvent competitors that you can use to boost your event success.

Check out these Cvent limitations and alternatives!

If you're looking for software like Eventbrite, we've got you covered with this list of the top Eventbrite alternatives for event management.

Eventbrite Alternatives: 9 Similar (But Better!) Solutions

Check out these Eventbrite alternatives!

If your organization uses events to engage and inspire your constituents, you’ll need some form of event management software to help you get the job done. And if you’re using Salesforce to manage constituent data, it’s especially important that you find a solution that can work with and build on your existing CRM system.

While solutions like Eventbrite might seem like the only choice, if you still haven’t found software to satisfy all of your event management needs, don’t stress yet! There are a number of amazing Eventbrite alternatives that might be better suited to your organization—and we’ve put together a list of our favorites to make finding the right choice even easier.

Of all of the event planning tools on the market, here are 9 of our favorite Eventbrite competitors for you to consider:

  1. Fonteva Events
  2. BidPal
  3. EventOn
  4. EventRoK
  5. Mylo Solutions
  6. Concierge Live
  7. Vendini
  8. Eventnook
  9. Ticketleap

After perusing our picks, your organization will be one step closer to planning the event of your dreams. Let’s cut to the reviews!

Fonteva Events is an awesome Eventbrite alternative for large organizations with complex event management needs.

1. Top Eventbrite Alternative: Fonteva Events

Fonteva Events is a native Salesforce event management application that can help organizations plan events of any type and scale.

While this comprehensive platform can streamline and improve almost every aspect your event management efforts, there are a few highlights we’d be remiss not to mention:

  • Promotional event microsites. Need a way to get the word out about your event, share important event day details, and sell tickets and merchandise? Check, check, and check—your Fonteva Events microsite can do it all!
  • Flexible event registration. With Fonteva Events, you can easily customize your registration form to fit any type of event you’re hosting. Don’t forget to set a variety of ticket levels, offer discounts, or provide personalized pricing to your constituents.
  • Custom reporting tools. You need to know how successful your last event was, and Fonteva’s reporting and analytics features were built to help you out. Use your Fonteva application to run a variety of reports that give you the unique event insights you need to plan better events each time.

With a myriad of user-friendly features, Fonteva Events is truly an end-to-end event management solution that can empower you to plan your best events yet!

Eventbrite alternative Fonteva Events' event dashboard gives you an all-in-one view of your event status.

Why do we love this Eventbrite competitor?

Unlike many event management apps available in the Salesforce AppExchange, Fonteva Events is 100% native to Salesforce.

What does that mean? Essentially, it means that Fonteva Events was built exclusively for Salesforce users and runs as a part of your Salesforce CRM, not as an integrated addition.

You won’t have to worry about a complicated integration, inconsistent availability, or time-wasting data transfers. All of your important information will always be available within your CRM.

Find Fonteva Events on the Salesforce AppExchange!

Other Excellent Eventbrite Alternatives

BidPal is the perfect Eventbrite alternative for nonprofits planning auction fundraisers.

2. Eventbrite Alternative: BidPal

BidPal is an event fundraising app designed for nonprofits planning charity auctions. But don’t scroll past yet—if your event management needs are a little more varied, BidPal’s software is versatile enough to still be your go-to event fundraising solution. 

This Eventbrite competitor’s amazing feature set includes:

  • Game-changing mobile bidding software to streamline your silent auction.
  • An online auction platform to expand your auction fundraising window.
  • Table and seating arrangement tools to make gala or major donor dinner planning a breeze.

Eventbrite alternative BidPal enables nonprofits to set up giving centers that serve as the hub of their event.

Why do we love this Eventbrite competitor?

BidPal’s event software is so flexible that you can use it for virtually any type of event, from charity auctions to golf tournaments to luncheons.

And if your organization relies on fundraising events throughout the year, BidPal can be your partner for each and every fundraiser; their event software enables unlimited events with absolutely no hidden fees. 

Does this Eventbrite alternative work with Salesforce?

Yes! BidPal is available on the Salesforce AppExchange.

EventOn is an Eventbrite alternative with features and tools similar to Eventbrite.

3. Eventbrite Alternative: EventOn

EventOn is a Salesforce application built to make managing events simple and strategic. With project and event management features, EventOn has everything your team needs to stay on top of event related tasks and make the most of your event.

Some of EventOn’s useful tools include:

  • Integrated calendars so your staff is always in the know.
  • Budgeting tools to ensure you allocate resources in the most effective way.
  • EventClosure reporting tools to help you track event progress and results.

Eventbrite alternative EventOn comes with intuitive calendar features to help you track your events in real-time.

Why do we love this Eventbrite competitor?

EventOn was created to help planning teams increase their event’s return on investment. Their developers know that a lot goes into pulling off a successful event, so they’ve designed EventOn to help organizations of all sizes view every aspect of their events in one place.

That way, everyone on your staff is on the same page and well equipped with the tools they need to maximize your event budget and timeline!

Does this Eventbrite alternative work with Salesforce?

Yes! You can find EventOn in the AppExchange.

Bonus Event Management Resource: Need a little extra help using your Eventbrite alternative to plan your event? We’ve got you covered with our actionable post 7 Steps to Planning Your Salesforce Event.

Event RoK by Aqxolt is an Eventbrite alternative with robust scheduling features.

4. Eventbrite Alternative: Event RoK

An event booking and planning app designed by Aqxolt for Salesforce, Event RoK can help organizations streamline their event management and improve efficiency overall. Event RoK is highly flexible, so whether you need to keep up with daily meetings or large-scale events, this platform can help you accomplish whatever you need! 

With Event RoK, your organization will have access to tools such as:

  • Advanced scheduling features for tracking appointments across your entire team.
  • Unique event design and customization options for multi-day, multi-session, or multi-venue events.
  • User-friendly dashboard to see a bird’s eye view of your event schedule today, next week, or next year.

Eventbrite alternative Event RoK has in-depth scheduling tools that work for any type of event.

Why do we love this Eventbrite competitor?

Event RoK’s handy barcode tag generator makes event-day registration so simple, you’ll be amazed you ever survived without it! Use this tool to create barcodes for each guest; then, easily scan the barcode on event or appointment day to keep track of your guests and log their attendance. 

You’ll also be able to use the barcode tool to create mobile-ready tickets, name badges, and more.

Does this Eventbrite alternative work with Salesforce?

Yes! Event RoK is listed on the Salesforce AppExchange.

Mylo Solutions has designed an Eventbrite alternative app that can help organizations plan every aspect of their events.

5. Eventbrite Alternative: Mylo Solutions

If you’re in need of a Salesforce app to help you manage training classes and other similar events, Mylo Solutions might be the Eventbrite competitor you need.

With specialized features to track your organization’s courses over time, Mylo Solutions comes with tools including:

  • Built-in email marketing tools to promote your event to your constituents.
  • Completely customizable calendar with multiple view options.
  • Dynamic registration pages with unlimited pricing, capacity, and RSVP options.

Eventbrite alternative Mylo Solutions provides a bird's eye view of your events in their user-friendly dashboard.

Why do we love this Eventbrite competitor?

Mylo Solutions has bridged the gap between user-friendliness and customization. While nearly every aspect of your event management platform can be adjusted to fit your unique events, you don’t have to be an IT expert to do it!

Mylo Solutions makes configuration simple for all skill levels, so you’ll have no problem customizing your calendar, user interface, and more.

Does this Eventbrite alternative work with Salesforce?

Yes! You can find the Mylo Solutions event management app in the AppExchange.

Concierge Live is an Eventbrite alternative that provides many similar web-based ticketing tools.

6. Eventbrite Alternative: Concierge Live

A web-based event management platform similar to Eventbrite, Concierge Live gives your organization complete control over the entire ticketing process.

With this app, your team won’t have to worry about manually selling or distributing tickets for your upcoming events; Concierge Live streamlines the process by putting all of your data in one place. 

You’ll be able to stay on top of ticketing with tools like:

  • Attendee tracking to view which constituents have attended which events.
  • Real-time analytics for effective reporting.
  • Automatic ticket order updates to mitigate lost tickets or order status confusion.

Eventbrite alternative Concierge Live shows a thorough event history report for each constituent in your database.

Why do we love this Eventbrite competitor?

Concierge Live knows that event management doesn’t always happen at a desk. That’s why they’ve created a mobile app to help you manage your data on the go!

Plus, as a web-based platform, all of your event information is always accessible anywhere you are. All you need is an internet connection.

Does this Eventbrite alternative work with Salesforce?

Yes! Concierge Live is available for download in the AppExchange.

Vendini is an Eventbrite alternative that enables performance art organizations to manage registrations and patron relations.

7. Eventbrite Alternative: Vendini

More comprehensive than Eventbrite but just as straightforward, Vendini offers a suite of box office management and event registration tools.

Vendini understands that event management takes place on the go; that’s why they prioritize online and mobile friendly registration for your guests. Plus, Vendini is totally cloud-based, so your team members can access all aspects of the ticketing process from anywhere, at anytime.

Vendini gives you access to vital box office features such as:

  • Patron management, including custom guest profiles.
  • Branded event ticketing websites built through Vendini Website Manager.
  • Group sales management and invoice tracking.

Vendini is an Eventbrite alternative with patron management tools.

Why do we love this Eventbrite competitor?

Though this software is versatile enough to work for any business or organization, Vendini’s solutions are best suited for performing arts organizations and live event venues.

With tools catering to comedy clubs, live music arenas, promoters, and festival organizers, Vendini understands how to streamline the booking and ticketing process with specific patrons (and event management teams) in mind.

Does this Eventbrite alternative work with Salesforce?

Vendini does not offer a Salesforce app, so organizations using Salesforce will need to develop a custom integration.

Eventnook is an Eventbrite alternative for large-scale events with complex management needs.

8. Eventbrite Alternative: Eventnook

With features similar to Eventbrite, Eventnook is a web-based event ticketing and management platform.

This Eventbrite competitor is especially useful for large-scale events, from conferences to corporate workshops and community fundraisers. 

With Eventnook, you can manage multifaceted events in a centralized location using tools like:

  • Custom, mobile-friendly registration forms.
  • QR code ticketing.
  • Multi-currency payment processing.

Eventnook is an Eventbrite alternative with ticket customization options.

Why do we love this Eventbrite competitor?

Because Eventnook specializes in larger-than-life events, their team is prepared to help your business customize the standard interface to meet your event’s unique and complex needs.

You can reach out to Eventnook for customization options and professional support, including custom branding for your event site, invoices, or registration pages. You can also purchase add-ons for your event, such as a check-in scanner or the Eventnook email blast services.

Does this Eventbrite alternative work with Salesforce?

Eventnook does not offer a Salesforce app, so organizations who already use Salesforce should contact Eventnook for more information on integration options.

Ticketleap is an Eventbrite alternative that allows organizations or individuals to manage ticketing and other event management aspects.

9. Eventbrite Alternative: Ticketleap

Ticketleap is an online ticketing platform for events of all shapes and sizes.

With user-friendly features designed to maximize guest engagement from registration all the way through to event day, Ticketleap is flexible enough that your team can truly make your event your own.

You can use Ticketleap to do all of the following:

  • Design your event page using their simple, customizable templates.
  • Build out a seating chart or venue map for your event.
  • Promote your event through built-in social sharing integrations.

Ticketleap is an Eventbrite alternative that allows any type of business or organization to manage ticket sales in a user-friendly interface.

Why do we love this Eventbrite competitor?

Ticketleap’s FastPay option allows event creators to receive funds from ticket sales on a weekly basis, even before the event takes place.

Often more convenient than receiving one lump sum payment after the event, FastPay is just one of the ways that Ticketleap prioritizes simplicity and convenience.

Does this Eventbrite alternative work with Salesforce?

Ticketleap does not offer a Salesforce app. For more information on Ticketleap integrations, you can reach out to their support team.


With all of these fantastic Eventbrite competitor on the market, your organization will never need to settle for less than the best.

Want more Salesforce event management inspiration? Check out these additional resources:

  • 3 Reasons Eventbrite Isn’t the Best Salesforce App. Still considering using Eventbrite to manage your event? Make sure your event planning team is well informed by reading this helpful post.
  • Top Cvent Competitors. If you’re afraid these Eventbrite alternatives are too lightweight for your event management needs, consider these Cvent competitors that can help supercharge your next event!
  • Eventbrite and Salesforce Integration: A Review. Double the Donation has gone through the Eventbrite and Salesforce integration process so you don’t have to. See what they thought about using these two platforms together!

Download our resource to learn more about the top Eventbrite alternatives!

Discover 7 of the top text-to-give platforms for nonprofits.

7 Text-to-Give Platforms: Boost Funds at Fundraising Events

Here at Fonteva we are all about making event management more simple and profitable. Whether you’re a large or small corporation, organization, or university, we’re always on the lookout for trends to make your events stand a cut above the rest.

Recently, we’ve noticed a growing trend in the nonprofit industry that utilizes text-to-give services to encourage guests to donate during the event.

Why is this growing trend so popular?

For starters, event attendees are likely to have their phones with them and would be more comfortable giving on a device they use regularly. Furthermore, text giving can be completed in 2-3 steps, making it a quick and convenient donation process.

If you’re interested in using text-to-give at your next fundraiser, we compiled a list of the top 7 platforms to get you started:

  1. @Pay
  2. MobileCause
  3. BidPal
  4. myPLEDGER
  5. Activistic
  6. CallHub
  7. Subsplash

For each provider, we’ll dive deeper into how these tools work as well as let you know if each tool can integrate with Salesforce.

Let’s get started with our top recommended platforms!

Top Text-to-Give Platforms

@Pay is the best text-to-give platform for nonprofits of all shapes and sizes.

1. @Pay — Best Text-to-Give Platform

Text-to-Donate Overview

Organizations of all shapes and sizes can use @Pay’s text to give service to provide donors with a simple way to give. Whether you’re hosting a live event or just want to start a text-to-give campaign, @Pay makes the process quick and easy.

@Pay uses a 2-step process to accept donations. Donors simply have to text their donations to your nonprofit’s text-to-donate number and follow the link to a pre-written email with the details of their donation. Sending the email confirms their gifts.

With @Pay's text-to-give tool, donors can text the amount the want to give to start the donation process.

If this is the first time a donor has contributed via text message, that individual will fill out a form with payment and contact information, but for future donations, that won’t be necessary!

Why This Text Giving Platform Stands Out

@Pay is a leading text-to-give provider that places a high emphasis on security. As we mentioned before, payment authentication is completed through a donor’s email account. That way, donors don’t have to create or remember a password and are less likely to have their accounts compromised by a hacker.

In addition to @Pay’s text-to-give tool, this provider also has online donation software, fundraising event thermometers, and so much more to help organizations reach their goals.

Salesforce Integration?

Yes! @Pay offers a seamless Salesforce integration, which means all the information you capture from your text-to-give platform will automatically be transferred to your CRM.


MobileCause is the best text-to-give platform for mobile pledges.

2. MobileCause — Best Text-to-Give Platform for Pledges

Text-to-Donate Overview

MobileCause offers various mobile-friendly fundraising solutions including their text-to-donate service. Unlike some text-to-give services that tack on donations to the supporter’s cell phone bill, MobileCause works differently.

The text-to-donate process is simple: donors text a unique keyword to your organization’s shortcode (or five-digit number), and MobileCause’s platform automatically sends a link via text message directing supporters to your donation form. 

With MobileCause, donors can text-to-donate using a keyword and shortcode.

The same process works for donors making text pledges at fundraising events.

With this process, donors don’t have to add their donations to their cell phone bills, which means there are no limits on how much a supporter can give.

Why This Text Giving Platform Stands Out

The great thing about MobileCause is that all of their products—online giving software, crowdfunding platform, and online advocacy tools—work seamlessly together so that you can use all of their tools to raise funds.

Moreover, if your organization doesn’t already have a mobile-optimized donation page, MobileCause can help you create a custom form that can be used in your text-to-give campaigns and your other fundraising efforts. 

Salesforce Integration?

Yes! The technical team at MobileCause can work with your organization to customize their Salesforce API. The information you obtain from MobileCause’s tools can be synced with the constituent profiles in your Salesforce CRM.


BidPal is the best text-to-give platform for fundraising events.

3. BidPal — Best Text-to-Give Platform for Fundraising Events

Text-to-Donate Overview

BidPal is a leading nonprofit software provider that offers charity auction software as well as a text-to-give platform. Their goal is to help donors raise more money at fundraising events, and one of the best ways to engage donors is through text messages.

BidPal’s text giving software makes it easy for nonprofits to accept donations and reach out to donors. If donors want to contribute, they just have to text your keyword to your nonprofit’s shortcode. They’ll be directed to your mobile donation form where they can complete their gift.

When donors give with BidPal's text-to-give platform, they'll be directed to a mobile donation form.

Additionally, if you’re planning a silent auction, BidPal also offers mobile bidding technology that allows guests to make bids directly on their mobile devices.

Why This Text Giving Platform Stands Out

As we mentioned earlier, fundraising events are one of the most effective instances to promote text giving, and using a tool that integrates with event software provides a seamless experience.

What’s more, BidPal has years of experience creating tools for fundraising events so you can rest assured knowing that these tools will perform well with any fundraiser you decide to host.

Salesforce Integration?

Yes! BidPal has a Salesforce application that’s available for free. The app allows you to transfer donor data to and from Salesforce. Plus, you can easily import the data to an existing contact or create new profiles.


Other Recommended Text-to-Give Platforms

MyPLEDGER is a text-to-give platform created for colleges and universities.

4. MyPLEDGER

Text-to-Donate Overview

MyPLEDGER is a mobile pledging tool that allows organizations to receive donations and send text messages. The platform was specifically created as a solution for universities and colleges, but any nonprofit can use their services.

Some of their features include:

  • Automated text messaging.
  • Customized mobile donation forms.
  • Donor data tracking.

Donors are able to pledge using their phones without any restrictions on donation amount or service provider. 

MyPLEDGER is a secure text-to-give platform that's simple to use.

Why This Text Giving Platform Made The List

MyPLEDGER is a text-to-give tool that has no restrictions. Organizations can receive any amount of pledges and donations aren’t capped at a certain amount.

Additionally, MyPLEDGER offers other tools to help smaller organizations manage their online fundraising efforts. 

Salesforce Integration?

No. MyPLEDGER does not integrate with Salesforce. However, you are able to export information you collect that can then be manually imported in your CRM.


Activistic is a text giving service that creates mobile giving apps for nonprofits.

5. Activistic

Text-to-Donate Overview

While not technically a text-to-give platform, Activistic makes mobile donations easy by creating custom mobile apps for nonprofits.

To give a micro donation, donors have to download your application and the rest of the process works similar to a mobile donation form. 

The only difference is that donors don’t have to register with a credit card; instead, donations are added to the supporter’s phone bill.

With Activistic, organizations can design their own custom application for text-to-give donations.

Why This Text Giving Platform Made The List

Generally, creating a mobile app can take months (if not years) to develop. Activistic, however, has created a process that can create your application in just two months.

The team at Activistic will also lead you through the process of app store approvals, beta testing, and promotion.

Salesforce Integration?

No. Unfortunately, Activistic doesn’t directly integrate with Salesforce.


CallHub is a text-to-give platform that allows organizations to communicate with donors via text message.

6. CallHub

Text-to-Donate Overview

CallHub is a text-to-give platform that allows you to send out text messages to your donors. With CallHub’s features, your organization will be able to: 

  • Allow donors to sign up for campaigns via text message.
  • Set up automatic replies.
  • Collect key information on donors, including name, email address, and phone number.

Once donors opt into your text message campaign, they’ll be directed to your mobile donation form where they can contribute.

Donors can sign up for campaign updates with CallHub's text giving tool.

Why This Text Giving Platform Made The List

CallHub is focused on helping organizations improve their donor outreach. Their text-to-give tools encourage donors to engage and stay up-to-date on your campaign’s progress.

Plus, CallHub doesn’t charge any monthly or annual fees; nonprofits will only pay $0.016 per outbound message and $0.012 for inbound messages.

Salesforce Integration?

Yes! CallHub integrates with Salesforce so your organization can send text messages for your Salesforce campaigns and keep your donor information in a central location.


Subsplash is a text-to-donate service that was created for churches.

7. Subsplash

Text-to-Donate Overview

Subsplash has a whole suite of giving tools which include their text-to-tithe platform. Donors can donate by texting a unique phrase to your organization’s text-to-give number. They will receive a reply with a link to your donation page.

The tools at Subsplash are specifically made to help churches raise money and track their fundraising performance, but other organizations like colleges and universities can use their platform. 

Subspash's text-to-give platform comes with a whole suite of other online fundraising tools.

Why This Text Giving Platform Made The List

Because Subsplash caters specifically to churches, their platform is well equipped to meet all of your organization’s needs.

In addition to their text-to-give tool, this software provider also offers online donation forms, mobile apps, and so much more to help you raise funds successfully. 

Salesforce Integration?

No. Subsplash doesn’t have a Salesforce integration, but you can learn more migrating data between your fundraising tools on the website.


With so many different text-to-give providers, it can be difficult knowing which one to choose. Hopefully, our list of recommended providers has encouraged you to incorporate text-to-give into your fundraisers as well as narrow down your options.

Want more advice on how to manage and raise money for your event? Check out these additional resources to get started:

  1. Event Management App Features. There is no denying that events require a lot of time and effort. Luckily, planning an event can go much smoother when you have the right tools. Learn about 5 key features to look for when searching an event management app.
  2. Salesforce Event Planning Steps. Whether you’re planning a training session, conference, or fundraising gala, Salesforce users can utilize these tools to help plan events. Learn about 7 steps to help make Salesforce planning a success.
  3. Text-to-Give Ultimate Guide. Interested in learning more about how text-to-give works and other ways you can incorporate it into your fundraising strategy? This comprehensive guide from @Pay can help you brush up on the basics.
  4. More Text-to-Give Platforms. For even more mobile fundraising solutions, check out Double the Donation’s list of recommended text-to-give platforms.

Learn more ways you can improve your events using text-to-give platforms and other strategies.

Planning Salesforce events is simple with the right event management app.

Salesforce Event Planning: 7 Steps to Success

For Salesforce users, your database is likely the hub of most of your daily activities. Between tracking data, running reports, and managing communications, it often seems like your Salesforce system can do it all.

But did you know that Salesforce can also be used to plan successful, engaging events? 

It’s true! With the right software and a little bit of strategy, you can plan awe-inspiring events without ever leaving your Salesforce CRM. From galas to walkathons, meetings to training sessions, you can plan any type of event with ease.

How do you do it? You just have to follow these simple steps!

  1. Start with the right Salesforce event management app
  2. Segment your Salesforce data
  3. Set custom pricing levels for your Salesforce event
  4. Build an event microsite
  5. Manage event logistics using your Salesforce app
  6. Register your attendees online or at the door
  7. Compile event reports (and get ready for the next event!)

Let’s take our event management strategy one step at a time. When we’re done, you’ll be left with all the know-how you need to host your most successful event yet.

Step 1: Plan your Salesforce event using a native app.

1. Start with the Right Salesforce Event Management App

Before you can jump into event-planning, you’ll need to find an event management solution to help you keep track of all the moving pieces of your event.

Why This Salesforce Event Step Matters

In order to streamline your event management experience (and limit potential pitfalls), you should find an event management app that works with your Salesforce CRM platform.

The benefit of working with a Salesforce app, as opposed to a separate platform, is that all your data will be available in one place.

If you’ve ever planned an event before, you know how important it is to have all relevant data on hand to plan events that are customized for your audience. Planning generic events that aren’t responsive to your attendees’ preferences, interests, or lifestyles won’t be very profitable and might deter guests from attending future events.

How to Plan Your Salesforce Event with This in Mind

The best starting point for your software search is understanding the difference between native Salesforce applications and non-native apps.

Put simply, a native app is one that was built to work within your Salesforce CRM. A non-native app, on the other hand, is built on a third-party platform and must be integrated.

You can learn more about the differences by examining our in-depth look at the topic, but for now, consider these benefits of using a native app:

  • Guaranteed compatibility. You won’t have to worry about external platforms, additional setup, or third-party data storage. Since all your information resides in one system, everything you need automatically works together perfectly—absolutely no integration required!
  • Continual data updates. You need your guest data to be maintain accuracy in real-time, and a native app is the only way to ensure that! Since all data is housed together, all of your information is continually updated with no added effort on your end.
  • Reduced manual data entry. When you work within two platforms, there’s always a risk that incomplete data will find its way to your database, meaning you’ll consistently have to check and re-enter information. Since a native app updates on its own, there’s less risk for error and less time spent on data entry.

Not sure what to look for in a Salesforce app? Our list of top features can help you find the perfect tool for your organization’s needs.

 Check this off your Salesforce event to-do list when you’ve found the right native app to launch your event management project!

Step 2: Plan strategic Salesforce events by segmenting your Salesforce data.

2. Segment Your Salesforce Data

Likely most organizations, your Salesforce database is likely bursting with useful information. Now it’s time to put it to use for your upcoming event.

Why This Salesforce Event Step Matters

Like we already mentioned, planning generic events won’t leave any of your guests feeling good about signing up for any future conferences, meetings, or fundraisers your organization might host.

However, if you use your Salesforce data to tailor your event-planning tactics, your guests are sure to take notice! 

You can segment your data using custom fields, and use the intel you collect to design pitch-perfect events that are designed with your attendees in mind.

How to Plan Your Salesforce Event with This in Mind

You can segment your data to find pretty much any information you need, but when it comes to events, there are a few especially important ways you can use data segmentation:

  • Set ticket pricing levels. Segment your list by past giving history or income level to determine an appropriate ticket pricing strategy. You can use this information to pinpoint the perfect general admission price, or take a more customized strategy (more on that below!).
  • Develop a guest list. Instead of casting a wide net across your entire database, start putting together a guest list with the most likely attendees. You can tailor your invitation approach by first setting an exclusive RSVP list and go from there to create a general admission list.
  • Send targeted communications. You can filter your database by communication preference to make sure you’re reaching out to constituents in the most advantageous way. You can also use relevant data to make sure your emails, calls, and direct mailings are as personalized as possible.

 Check this off your Salesforce event to-do list when you’ve segmented your database and come away with relevant insights that can help your event be more strategic, profitable, and guest-specific.

Step 3: Use your data to set custom price points for your Salesforce event guests.

3. Set Custom Pricing Levels for Your Salesforce Event

All events are different, and they require different ticket pricing and registration options. For most events, you can’t just select one general ticket price and move on; you need to customize your pricing levels!

Why This Salesforce Event Step Matters

In order to continue hosting events (and keep your organization afloat), you need to plan events that are are budget-conscious and lucrative. Ticket sales are a major part of that equation.

On the other hand, it’s also imperative that your organization considers your constituents’ budgets and sets registration fees that your guests can actually afford.

How do you solve both those problems at once? Use your Salesforce event management app to devise a pricing plan that’s customized to your guests and can help you bring in the ticket sales you need. 

With Fonteva Events, your Salesforce event planning team can set as many custom ticket prices as you'd like.

For this Salesforce event, there are three simple ticket types: board member, member, and non-member, each with their own price and quantity. With Fonteva Events, you can even unpublish certain listings to keep registration options hidden.

How to Plan Your Salesforce Event with This in Mind

Like many other aspects of your event, the ticket levels you choose will be uniquely reflectively of your organization and your guests.

However, here are a few general price points to consider featuring to give your guests flexibility with their ticket options:

  • General admission. The baseline price you’ll offer to most of your registrants, general admission ticket pricing should be based off of your guest list’s historic median giving amount. Of course, you also have to consider your event budget, including costs for venue, speakers, and technology.
  • VIP pricing. This price point should be reserved for special subsections of your guest list, including members, major donors, or early-bird registrants. With this ticket, you might also want to offer additional VIP perks, such as special table assignments or exclusive access.
  • Personalized pricing. Using the data you store in Salesforce, you can determine the most appropriate, effective ticket prices for specific groups or even individuals. You can refer to giving histories, membership levels, or other custom fields to create 100% custom pricing.

 Check this off your Salesforce event to-do list when you’ve priced your tickets according to your Salesforce data, guest list, and event goals. You’re ready to start selling!

Step 4: Use your Salesforce event app to build a microsite to promote your event.

4. Build an Event Microsite

To make sure you fill all the seats on event day, you’ll need to consider your promotional tactics early on. While a multi-channel marketing approach is always encouraged, you’ll also want to make your event details easy to find for potential guests.

Why This Salesforce Event Step Matters

Especially important for large events, a dedicated event webpage—also known as a microsite—serves as the center of all things event-related.

Think about it: do you want your guests to spend valuable time scouring your organization’s website, social media pages, and email newsletter archives to find out the information they need about your event? Or worse—do you want potential guests to miss out on signing up for your event because they don’t know where to do it?

That’s where your event microsite comes in! With a well-designed site, your guests will have a one-stop shop for anything and everything related to your event.

How to Plan Your Salesforce Event with This in Mind

Ideally, your Salesforce event management software should generate a site for you, automatically pulling event details from your database to populate the site.

To get the most out of your microsite, make sure to include all of the following:

  • Registration information. Using your event management app, build or customize registration forms to place on your microsite. Since your microsite is already linked with your CRM, all the data you collect on your forms will be automatically filed into your database.
  • Merchandise catalog. You can set up an online store to sell fixed-price items on your microsite. Guests can add these to their ticket purchase or buy the products they like individually.
  • Event details. Date, time, and location should all be prominently displayed on the front page of your microsite, but you can also include separate tabs with speaker information, specific session details, and logistical information (e.g., parking, check-in times, etc).
Build out your event micro-site using your Salesforce event management app.

This Salesforce event microsite features separate pages for agenda, speakers, eCommerce store, and more.

 Check this off your Salesforce event to-do list when you’ve built a microsite to promote your upcoming event and share relevant details with guests.

Step 5: Use your Salesforce event management app to juggle all the logistics of your event.

5. Manage Event Logistics Using Your Salesforce App

Every event planning team has a million responsibilities to stay on top of before (and during) the big day. Your Salesforce event management app can help you track those tasks!

Why This Salesforce Event Step Matters

Now that you’ve gotten a lot of the “pre-prep” out of the way, it’s time to dive into the real event planning.

Luckily, with an event management app that works within Salesforce, you won’t have to leave your CRM to manage all the details of your event, big or small.

Having all your event data in one place lessens the possibility that you or your team will overlook an important detail. And, when event day rolls around, you won’t have to worry about juggling various platforms to stay on top of your plans—it will all be accessible in Salesforce!

How to Plan Your Salesforce Event with This in Mind

Within your Salesforce app, you can keep tabs on these important event considerations:

  • Venue. Where will you hold your event? Is this location geographically accessible for your guests? Can the venue accommodate all of your guests? How many rooms will you need? Will you have access to a stage, projector, lighting and sound equipment, tables, or anything else you might need?
  • Sponsors. Are there local businesses who’ve previously interacted with your organizations? Do any of your constituents have ties to generous corporations? What sponsorship levels will you offer?
  • Speakers. Who in your database might be a good fit to speak at your event? What speakers or topics might be most relevant to your guests’ interests? How does hiring a professional speaker fit into your event budget?

You’ll also be able to use your event management app to manage exhibitors, vendors, auction items, event sessions and/or tracks, table and seating charts, and many other elements that contribute to a successful event!

 Check this off your Salesforce event to-do list when you’ve used your Salesforce event management software to plan and track all the finer details of your event. It’s almost time for event day!

Step 6: Use your Salesforce event management app to set up registration for your event guests.

6. Register Guests Online and at the Door

Your event is well-planned and expertly promoted—all that’s missing are your guests!

Why This Salesforce Event Step Matters

Having a strategy in place for registration can help your organization stay on track of your guest list and streamline the process for your attendees, too.

Plus, accepting registrations in a variety of formats can help you maximize your event revenue and boost the turnout overall.

How to Plan Your Salesforce Event with This in Mind

Depending on the scale of your event, it might make sense to offer online-only registration. However, offering registration onsite on event day can bring in additional last-minute ticket sales and help you fill in empty seats.

Regardless of which path you choose, follow these best practices for managing your guests’ registrations:

  • Make online registration mobile-friendly. Smartphones and tablets are nothing if not universal. By mobile-optimizing your registration forms, you’ll make signing up or purchasing tickets for your event convenient for guests on the go.
  • Allow guests to build their own schedules. If you’re hosting a conference or multi-day event with varioumems tracks, sessions, and speakers, you should enable guests to design their own agendas based on their interests and availability.
  • Make multi-session signup intuitive. For multi-session courses, guests should be able to quickly sign up for all events in a series at once. That way, their entire event schedule is mapped out, no extra effort needed.

 Check this off your Salesforce event to-do list when tickets are purchased, guest lists are set, and your registered attendees are ready for your event!

Step 7: Compile Salesforce event data within your CRM so you can improve for future events.

7. Compile Event Reports (and Get Ready for the Next Event!)

Event planning never stops, so you’ll need to assess the success of this event in order to achieve even greater heights at the next one.

Why This Salesforce Event Step Matters

After event doors close and your team breathes a well-deserved sigh of relief, the work isn’t quitdone yet.

Before you can wrap up your event, you should analyze your success to see what elements of your event strategy were right on track and which ones lagged a little bit. 

By using reporting tools to objectively assess your success, you can improve your event-planning skills for the future and create more compelling events from now on.

How to Plan Your Salesforce Event with This in Mind

To get a good idea of how your event measured up, make use of these metrics:

  • Registration and attendance. How many individuals registered for your event? How many of those attended? At what point did they register? What ticket level was the most widely purchase?
  • Cost-effectiveness. How many tickets did you sell? How did your profit compare to your budgetary expenses? Did you have other revenue streams, such as merchandise or donations?
  • Attendee engagement. How do the responses from your pre-event survey compare to your post-event survey? Did your marketing tactics generate ticket sales, new social media followers, or new customers?

No matter how you measure success, what’s important is that you set concrete event goals and follow through on tracking your progress against them.

If keeping tabs on your success seems daunting, don’t worry—the right event management app should come with easy-to-use reporting and analytics features designed to make managing goals easier.

Measure your event success using your Salesforce event management app's reporting and analytics features.

This Salesforce event report measures membership attendance and subscriptions in an easy-to-view interface.

 Check this off your Salesforce event to-do list when you know exactly how well your event performed and already know where to start for the next event!


The perfectly planned event might be an abstract concept, but with a little help from the right event management software (not to mention your Salesforce data!), your organization will soon be one step closer to event success—and happy guests!

For more help planning your next event in Salesforce, check out these additional resources:

  • Salesforce Event Management: The Essential Guide. We’ve put everything you need to know about using your Salesforce system to plan engaging, inspiring events. Trust us: this is the last resource you’ll need for everything event management!
  • Best Eventbrite Alternatives. Thinking of using the web-based event platform Eventbrite to plan your Salesforce event? Before you commit, check out these solutions like Eventbrite (but better) for your event management needs.
  • Top Salesforce Event Management Integrations (Rated and Reviewed). The web development team at DNL OmniMedia has gone through the most popular Salesforce event management solutions to help you find the one that will work for you. See how Fonteva Events, Eventbrite, and Cvent compare!

Learn more about Salesforce Event Planning with our simple 7 steps!

Learn which features are must-haves in your Salesforce event management application.

Event Management Apps: Key Features to Succeed on Salesforce

If you’ve ever browsed the Salesforce AppExchange, you know that there’s almost no limit to what your Salesforce CRM can do. Event management is only one of the many areas your Salesforce system can lend a hand in, but for organizations who often plan events—whether large or small, ticketed or free—the importance of Salesforce event management apps can’t be overstated.

If you’re in the market for a comprehensive solution to help you streamline your event planning within Salesforce, you might feel overwhelmed when faced with the multitude of available event management apps. And understandably so!

Thankfully, we’re here to walk you through all the standout features you need to have in the event management tool you select. Here’s what we’ll look at:

  1. Native Salesforce application
  2. Cloud-based functionality
  3. Flexible guest management tools
  4. Custom registration options
  5. Event website generator

When you know what you’re looking for, you’ll be well on your way to finding the right app and planning phenomenal events.

Before we jump in, let’s make sure you have a grasp on the basics of planning events in Salesforce. Get started by reading our essential guide to the topic—we’ll be here when you get back!

Make sure that your event management app is native to Salesforce.

1. Top Salesforce Event Management App Feature: Native Salesforce Application

We could spend some serious time delving into the difference between native and non-native Salesforce apps (as we did in this helpful post), but before we get carried away with the pros and cons of each, let’s establish what exactly we mean by “native app.”

A native Salesforce application was built in Salesforce, lives in Salesforce, and inherently works in conjunction with Salesforce. When you’re using a native app, there’s no disconnect between your CRM and your app.

Now let’s look at the other end of the spectrum: the non-native app.

Since a non-native app and Salesforce exist separately, the platforms must be integrated to work together, and any data housed within the two must be transferred back and forth.

So, what does that mean for your event management team? 

Essentially, the native vs. non-native conundrum leaves you with a few major takeaways to consider as you select a Salesforce event planning solution:

  • Native apps give you access to all your data. To plan strategic events, you need to have access to your guests’ information. If your event management app isn’t synced up seamlessly with your Salesforce CRM, you won’t be able to get a comprehensive view of your constituents in relation to your event.
  • Native apps don’t require data migration. When all information is stored in one location, there’s no need to transfer data between the two platforms. To keep non-native apps up to date with your Salesforce data (and vice versa), you’ll have to update each platform, which can require manual data entry on your end.
  • Native apps work in tandem with the Salesforce infrastructure. Since native event management apps exist within Salesforce, as long as your CRM is working, your event management app will be too. Both work on the same server and have the same underlying structure, so there are no additional hurdles to jump over to make sure your app stays running smoothly.

While non-native apps can still work well with Salesforce, they’ll never be as efficient or compatible as a native app—they just weren’t built to be!

See This Salesforce Event Management Feature in Action

With a native application, you’ll be able to draw on existing data in your Salesforce CRM, which is especially important when creating comprehensive reports.

With a native Salesforce app, you can see all of your event and constituent information in one place.

In this example of Fonteva Events, you can see analytics relating to the event itself as well as membership data, annual event reports, and revenue over time.

With so much data to sift through, having to migrate data back and forth between disconnected systems will only slow you down. A native app can ensure you have access to full sets of data in real-time!


Search for a Salesforce event management app that's fully cloud-based so you can access your data on the go.

2. Top Salesforce Event Management App Feature: Cloud-Based Functionality

Planning an event is a time-intensive job, so there’s no guaranteeing that you’ll always be in the office.

To make sure you can access important information wherever you are, search for a cloud-based event management solution.

Because cloud-based apps store your information on the internet rather than on a specific device, you don’t need to connect to any hardware to gain access to your software; you simply need an internet connection. 

Many of the benefits of cloud-based technology are obvious, but let’s go over a few key advantages to emphasize just how important this feature is in your event management app:

  • Multi-user capabilities. Since the software isn’t tied to any one computer, it’s much easier for multiple users to have access to your event management app. Event management isn’t a one-person job, so your event management app shouldn’t be a one-person solution!
  • Easy event-day access. When your event day(s) come, you’ll almost definitely be running around the venue, checking in guests, and keeping up with your team’s various responsibilities. If you’re able to have your app on hand on your mobile device, you won’t lose track of tasks along the way!
  • Unlimited growth potential. Cloud technology is scalable, so your team can instantly increase storage capacity when needed. And since the cloud offers unlimited availability, you can continue expanding as much as you need without needing to pay for additional hardware or storage space.

Having swift access to your event information isn’t just a priority; it’s a necessity! A cloud-based app will work with you whenever, wherever to make sure you can get the job done while at your desk or on the go.

See This Salesforce Event Management Feature in Action

Fonteva Events enables you to access event details like registration and ticketing via the Salesforce1 mobile app.

 

You’ll need to provide your guests with on-the-go ticket options (like the QR code ticket shown here), but it’s equally important to be able to make adjustments to your event and communicate with your staff via mobile device too.

By finding an app that works with Salesforce’s mobile app, you’ll be able to view event reports, update event details, communicate with guests, and much more, without being tethered to a desk.


Use your Salesforce event management app to customize the guest experience at your event.

3. Top Salesforce Event Management App Feature: Flexible Guest Management Tools

Your guests are at the center of your event. No matter what other tasks you spend time on, your event management process should really boil down to one thing: creating an event that your guests will love attending.

To make that happen, find a Salesforce event management app that can help you prioritize attendee engagement and maximize guest participation.

For just a few examples of where your event app can play a role in guest management, start with these key features:

  • Guest schedules and agendas. If you’re planning multi-day or multi-session events (think: conferences or training courses), you should find an event management app that enables your guests to plan their own schedules and sign up for only the sessions they plan to attend or all events in a series at once.
  • Table and seating assignments. You can use your event management app to map out seating charts and table arrangements in an intuitive, hassle-free way. Keep track of groups, seating preferences, and designated VIPs to ensure that all guests are appropriately seated, without the stress of doing it all manually.
  • RSVP management. You should have no problem using your event management app to file all the RSVPs or registrations you receive for your event. Instantly file your guests’ information within your Salesforce database so you can reference it now and for future events.

Keeping your guests happy now will ensure they continue coming back to future events and supporting your organization in other ways, so you should take any measures you can take to improve their experience.

See This Salesforce Event Management Feature in Action

When you’re planning a complex event, it’s vital to keep the registration process as simple as can be for guests. A user-friendly agenda builder, like the one below, can help!

With your Salesforce event management app, you should be able to build dynamic sessions with their own customized options.

You can take the guesswork out of the registration process by putting the power in your attendees’ hands. Allow them to select the sessions they’re most interested in attending and adjust their schedules as much as they want leading up to the event.

With the best event management apps, you’ll even be able to customize your event on a session-by-session level by adding separate registration fees, questionnaires, or restrictions for each session as needed.


Use your Salesforce event management app to give your guests custom registration options with distinct ticket levels.

4. Top Salesforce Event Management App Feature: Custom Registration Options

No two events are created equal, which means your registration options should reflect your event specifically.

Before we dive into registration customization, let’s recap with an overview of the different types of events you might need custom registration for:

  • Multi-day events, such as conferences.
  • Event series, such as courses or classes.
  • Single-day events, such as a fundraising auction.
  • Multi-track events, with several series options.

With each type of event, your guests will need specialized registration options that allow them to choose exactly what they want and provide your organization with the details you need.

What might your registration options look like? Let’s go over a few examples of what your forms might include:

  • Custom ticket levels, including VIP, general admission, or exclusive offers.
  • Group or individual registration.
  • Seating preferences.
  • Additional purchases or donations.
  • Meal preferences or dietary restrictions.
  • Preferred method of communication.

When you give your guests maximum flexibility during registration, you set them up to better enjoy your event. Happy guests and a stress-free planning team equals a win-win situation!

See This Salesforce Event Management Feature in Action

One of the easiest (and most necessary) ways of customizing the registration process is by sending pre- and post-show surveys to your attendees.

Your event management app should allow you build out custom questionnaires and attach them to your registration form. That way, you can collect additional data without having to follow up with registrants manually.

Send pre- and post-show surveys to better understand your guests and inform both this event and future ones.

Some of the information you’ll need for an event won’t be information you already have on file (as is likely the case in the example above). However, when you use an event management app that’s native or integrated with Salesforce, you can transfer the data you capture in your surveys and store it in your customer or account profiles for future use.


You can use your Salesforce event management app to quickly build a dedicated micro-site for your event.

5. Top Salesforce Event Management App Feature: Event Website Generator

Between your website, email newsletters, and social media profiles, your organization will likely post event information across a number of different marketing channels.

While you definitely do want to take a multi-channel promotional approach, there’s also a benefit to creating one central hub for all your event information. That’s why we recommend finding an event management app that can generate dedicated event microsites.

Not only will your guests be able to more easily locate exact event details when they’re all stored on one easy-to-navigate site, but they’ll also be more inclined to share your event with friends when they can send all details via one simple link.

Aside from being the go-to event resource, your microsite can serve other purposes too, including:

  • Selling tickets. Simplify the ticket-buying process by offering a user-friendly registration form on your microsite. Make sure to prominently display this page in your site navigation and on the homepage.
  • Displaying merchandise. Set up your eStore and allow guests and other supporters to browse and purchase items directly from your event site.
  • Recognizing sponsors. Dedicate a page to thanking those individuals and businesses who have generously supported your event!

Your event management app can help you build this page to meet your needs, without having to go through a third-party web designer. See what customization options your app enables to ensure you can brand your page appropriately.

See This Salesforce Event Management Feature in Action

You can use your event management app to build out an event microsite that reflects your event and includes all of the information you want to provide.

Build out your event micro-site using your Salesforce event management app.

In this example, guests can select their ticket type, view event details (such as date, time, and location), and even see logistical information (like parking instructions) all on one simple, branded overview page.


Events are a major part of operations for some organizations. But just because they’re important doesn’t mean they have to be a hassle!

Streamline all aspects of your event management by finding a platform with all of these key features, plus any other specific needs your organization might have.

For more on managing events in Salesforce, take a look at these great resources:

Learn more about Salesforce Event Planning with our simple 7 steps!

 

Learn the difference between native and non-native Salesforce event management apps (and how it affects your event!).

Salesforce Event Management: Why Native Matters

There are a plethora of Salesforce event management applications at your organization’s disposal. And although these apps have varying prices, feature sets, and target audiences, each is designed with a simple purpose: to help your organization plan the best event possible!

As you’re sifting through potential apps and diligently researching which event management features you need the most, you may inadvertently breeze over a concept that can (and should) seriously impact your decision—we’re talking about what it means to be a “native” Salesforce app. 

If you’ve found yourself scratching your head at what the term “native application” means or how it applies to your event management, you’ve come to the right post. Here, we’ll break down three questions you might have about Salesforce native apps:

  1. What is a native Salesforce app?
  2. What are the benefits of working with a native Salesforce app?
  3. Are there advantages for native apps specific to event management?

Once you know why being native matters, you’ll be able to make a better informed decision regarding your own event management needs.

What is a native Salesforce app?

1. What is a native Salesforce app?

Before we get ahead of ourselves, we should break down a thorough definition of what makes an app native to Salesforce:

A native Salesforce app was built on top of Salesforce, runs entirely within the Saleforce infrastructure, and functions as an extension of your Salesforce CRM.

What does that mean? Let’s look at it piece by piece:

A native Salesforce event management app is built into your CRM system for guaranteed compatibility.

  • A native app was built on top of Salesforce. These applications were created using the existing Salesforce platform, meaning they’ll look and function similarly to the rest of your CRM.
  • A native app runs entirely within Salesforce. You’ll never have to transfer data between systems or interact with third party platforms.
  • A native app functions as an extension of Salesforce. Since the application exists exclusively in Salesforce, as long as your Salesforce is working, your app will be too.

You can view a native app as an interconnected part of your Salesforce system rather than a separate platform with its own infrastructure, security, and data storage.

It’s important to keep in mind that just because an app was built for Salesforce, it isn’t necessarily a native app. In fact, most apps available on the Salesforce AppExchange are non-native.

So, what are the key drawbacks to using non-native apps?

A non-native Salesforce application must be manually integrated with your CRM.

  • Non-native apps were not built within Salesforce and don’t run entirely within Salesforce. These apps require third-party integration to work with your CRM.
  • If you use a non-native app, its data will be stored outside Salesforce. To access both sets of data concurrently, you’ll need to transfer the data from one platform to the other.
  • Non-native apps have their own security parameters and servers. They typically require additional third-party setup to connect to your database.

Along with being Salesforce native, make sure your event management app has all the features you need to plan successful events. Learn what features to look out for by reading this helpful article!

The takeaway: Native apps are an extension of your Salesforce CRM and work hand-in-hand with Salesforce, giving you a more intuitive event management experience.

What are the benefits of working with a native Salesforce app?

2. What are the benefits of working with a native Salesforce app?

Native applications come with a host of benefits for Salesforce users. Let’s walk through a sampling:

  • A complete data set, no data transfer required. Since your event management app and Salesforce data both exist within the same platform, you won’t have to transfer information back and forth to get a complete view of your data. Everything you need is all together, all the time.
  • Consistent availability and performance. Salesforce is an inherently stable infrastructure, so if your app is built on Salesforce, you shouldn’t have to deal with interruptions or downtime. A third-party app, on the other hand, might be built on any infrastructure, and there’s no way to guarantee reliability.
  • Familiar security standards. A native app operates under the same data security and sharing standards as Salesforce, so you don’t have to worry about safety. A third-party app comes with its own security protocol, so you’ll need to thoroughly evaluate it before trusting it with access to your data.

Non-native apps require custom integrations, and many organizations need to look to a developer or consultant to help them through that process. Those services come at a cost, and it typically takes a significant amount of time to get completely set up, oriented, and successfully operating with their new system.

With a native app, you’ll never have to worry about time-consuming integration, incomplete data, or third-party servers; you’ll be able to access everything you need without ever leaving your Salesforce system.

The takeaway: Salesforce native apps give you the most complete view of your data with less work on your end.

Are there advantages for native apps specific to event management?

3. Are there advantages for native apps specific to event management?

So far, we’ve outlined the general benefits of working with a native Salesforce app as opposed to a non-native integrated app.

While being Salesforce native is important for all types of apps, it’s especially vital for event management apps.

Why is that the case? Simply put, your Salesforce data is the crux of your event-planning strategy. Without a guaranteed complete set of data at all times, you won’t be able to use your guests’ information to inform your tactics.

Let’s explore a few ways you can use your Salesforce data to plan a better event:

  • Planning a strategic guest list and sending targeted RSVPs to specific subsets of constituents.
  • Tailoring communications to fit guests’ preferences (and then sending those messages using Salesforce).
  • Managing ticketing options and prices based on income levels and giving histories.
  • Keeping track of constituent engagements in order to funnel specific constituents toward certain objectives.

With your Salesforce data and event management data accessible in a centralized location, you’ll be able to cohesively manage both sets in a holistic way.

The takeaway: Having complete, up-to-date information is crucial for planning and executing strategic events. With a native app, you’re ensured access to everything you need within Salesforce.


If planning successful events is one of your organization’s most important tasks, you shouldn’t take your search for the perfect Salesforce event management app lightly.

To get the best results from your event management application, search for a platform that’s native to Salesforce and can guarantee high performance, utmost reliability, and a comprehensive look at your guest and event data.

For more Salesforce event management resources, check out these amazing additional resources:

  • The Essential Guide to Salesforce Event Management. Before you can find the right app, you need to know the basics of planning events in Salesforce. This guide breaks everything down for you to make your event management process easier!
  • 7 Steps to Planning Successful Salesforce Events. Once you’ve got your native app, learn how to use it to make the most of your upcoming event. This list of best practices and strategies will help you engage guests and improve your events.
  • Double the Donation’s List of Cvent Competitors. There are a number of amazing Salesforce event management apps available, so why limit yourself? Double the Donation will walk you through the pros and cons of the best Salesforce event management apps on the market.

Learn why a Salesforce native app is so important to the success of your organization!