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!