Payments2Us ManualsPayments2Us User Manual EventsHow to set up an event form and tickets

How to set up an event form and tickets

Events can be set up with three simple steps:

  • Event Payment Form
  • Ticket Types
  • Event Details

 

1. Event Form

Set up a payment form for your event

The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)

Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update.

1.2. Select Payment Form

1.3. Select the 'New' Payment Form

1.4. Enter details for Information

Customise to suit your event's requirements

Compulsory fields:

  1. Name of your Payment Form
  2. Link to Merchant Facility
  3. Types of credit cards

1.5. Scroll down to the Events heading

1.6. Select the type of tickets required

  • Tickets Only - This is a movie style ticket option, e.g. buy two tickets and turn up, there is no need to specify all attendees.
  • Tickets and Specify Attendees - This option asks for attendee details if more than one ticket is purchased.
  • Tickets and Specify All Attendees - This option ALWAYS asks for all attendee details, even if just one ticket is purchased. Use this when the person buying the ticket may not be not the attendee.
  • Tickets and Optionally Specify Attendees - This is useful for groups of people, e.g. golfing for a team of four and each of the players are asked for (however, if not all players are known at the time of booking, then they don't need to be specified).

1.7. Select the FieldSet Layout and SAVE

Note: There are 10 different form layouts to choose from. Please refer: How to customise event forms.

2. Ticket Types

Set up the types of tickets for your event

2.1. Scroll down to Payment Options heading and select the New Payment Option button

2.2. Select Event from the given record types

2.3. Create your own payment options (ticket types) and SAVE

  1. Payment Options Name - eg Member, Non-member, Front Row
  2. Status - should be Active
  3. Display Order - appearance order on form
  4. Pricing Code
  5. Requires Membership No - extra feature to tighten ticket security

 

3. Event

Set up the event details

3.2. Select the New button

3.3. Fill in the Campaign Information for the event

  1. Create a meaningful name
  2. Ensure the event is 'Active'
  3. Check that the Publish on Web checkbox is ticked.
  4. Check that the Start Date is on or after today
  5. Link the Event Form (just created)

3.4. Fill in Event Details

3.5. Fill in extra details if required and SAVE

4. Test

4.2. Check your form