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
Registrant Experience
- Public Events Site
- Registration, Confirmation
- Cancellation
- App Dashboard/Portal Review (if using)
Events in the CRM
- Terminology
- Data Architecture
Event Lifecycle
- Event Planning and Creation (incl. exercises)
- Registering Contacts for Events
- Checking in your Registrants
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: