TargetX Events

Sample Training Objectives

• Explain the difference between Org Events and Contact Schedule Items
• Create a new event
  • Institution-Specific/Event-specific nuances (payments, waiting lists, etc)
• Describe how to manage registrations for an event
  • Registration, Check-in, Cancellation, Updating guest count/custom questions

Training Outline Example

Approximately 2 hours

Training Activity Examples

• Create a list of events:
  • Happening this week, last week, and next week
  • All events of a specific type, category or with a specific keyword
• Event Preferences Jeopardy
• Event Creation Exercise
  • Provide specs, users create events based on specs
• Role Playing:
  • Pretend to be a student and register or check-in using a QR code
  • Student calls and asks you to register them for the event
  • On event day someone shows up with double their stated guests. What do you do?
  • On event day there is a walk-in. How do you handle them?

Supplemental Materials

• Creating a Visualforce tab for Events Settings
• Event Setup Wizard 
• Merge Fields in Event Confirmation Emails
• Additional Resources:
  • Using QR Codes for Event Check-In
  • Configuring Custom Settings for Events
  • Sub- Events