Event Dashboard

Access:

(Event) > Manage > Registrations
or Event List > Event
or "Event Dashboard" in breadcrumb trail

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 you return to the Dashboard you will see the same page. You can click the relevant button to switch to the other one.

| | When you arrive on the page for the first time you see the Setup Dashboard, with quick links to major setup areas. See Setup Dashboard for details. | | --- | --- | | | Click the Dashboard button to switch to the Registration Dashboard, with registration summaries and actions like 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).
Click the outline star icon in the header to mark the event it as a favorite.

The favorite event becomes available from the Favorites global navigation icon.

Click the solid star icon to "unfavorite" an event.

Unfavoriting removes the event from the Favorites list.

Event Details – Go to Event Details where you can edit those details and many more.

Buttons

These buttons (at top right) lead to pages for these actions:

Find – Search 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 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.)

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Registration Dashboard
Content Blocks (At Account Level)

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