Access
1. (Event) > Manage > Registrations 2. or Event List > Event 3. or "Event Dashboard" in breadcrumb trail
Description
The Event Dashboard is the planner’s “home page” for an event.
Use these buttons to switch between the two pages: the Setup Dashboard and the Registration Dashboard.
Certain will remember your choice. When the user returns to the Dashboard, the user sees the same page and can click the relevant button to switch to the other one.
| | When the user arrives on the page for the first time, the user sees the Setup Dashboard. The Setup Dashboard includes quick links to major setup areas. See Setup Dashboard for details. | | | Click the Dashboard button to switch to the Registration Dashboard. The Registration Dashboard includes registration summaries and actions like finding or adding registrations. See Registration Dashboard for details. |
Details common to both Setup and Registration Dashboards
Header
The header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).
Favorite and unfavorite actions
Click the outline star icon in the header to mark the event as a favorite. The event becomes available from the Favorites global navigation icon.
Click the solid star icon to "unfavorite" an event. The unfavorited event is removed from the Favorites list.
Event Details
Go to Event Details to edit those details and many more.
Buttons
These buttons (at top right) lead to pages for these actions:
- Find — for registrations
- Add Registration — Create a new registration record
- Impor t — Import registration data from an external file
- Import Salesforce Members — Import campaign members from associated Salesforce campaigns. Requires a Salesforce Connection to be in place.
- Assign Roles — Assign roles and a user for each one to this event. This action is available only to a who's classified as the Event Owner ( As set by the event planner in Plan > Event Details ) of the event. Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.