- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Introduction to the Event Management Portal
The Event Management Plugin forms part of the Workbooks Events Management package. The Plugin allows you to set up and install a portal through a step-by-step Wizard so that your Events can be hosted online. Once online, potential attendees will be able to view all of your published upcoming events whether they are taking place online, locally or overseas.
Attendees can purchase tickets for the events directly within the portal and payment can be taken via Stripe; generating Orders and Invoices within Workbooks that can be sent directly to the attendees before an event.
Free & Paid Events
While a payment gateway has been configured to work with the Events Portal, not every Event needs to have paid tickets. Free Events can be configured in one of two ways and provide users with a quicker sign up process as order details do not need to be configured as a part of their Ticket purchase.
To set up a Free Event you can either:
- Select None as the Payment Gateway option within the Parameters when setting up your Event Portal. Without a payment gateway this means that every Event created will be a Free Event. Note that if you do this and then create a Product for the Event that has a price, it will not appear within the Event Portal.
- Ensure all Event Products have a Unit Price of zero. If all of the Products linked to an Event are free then this will become a Free Event.
While the sign up Process becomes quicker for attendees Orders will still be created within Workbooks so that these can still be monitored as a part of the progress of the Event and to help you track Ticket sign up.