Event Dashboard
The Event Dashboard is the planner's home page for an event. The page provides two dashboards: the Setup Dashboard and the Registration Dashboard. The system remembers the user's dashboard choice. When the user returns to the Dashboard, the same page remains active and the user can switch to the other page. On first arrival, the Setup Dashboard is displayed with quick links to major setup areas. See Setup Dashboard for details. Click the Dashboard button to switch to the Registration Dashboard. The Registration Dashboard shows registration summaries and actions such as finding or adding registrations. See Registration Dashboard for details.
Details common to both Setup and Registration Dashboards
Header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live). The outline star icon in the header marks the event as a favorite and makes it available from the Favorites global navigation icon. The solid star icon marks the event as unfavorite, removing it from the Favorites list. Event Details allows editing of those details and many more.
Buttons at the top right lead to pages for these actions:
- Find – for registrations
- Add Registration – Create a new registration record
- Import – 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; Available only to a Registration Support user classified as the Event Owner (as set by the event planner in Plan > Event Details). Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.
Related articles
- Registration Dashboard
- Content Blocks (At Account Level)