Author: wyorston

New Feature: Photo Release Statement on Registration Form

Need to ask your participants for a Photo Release? Now you can have them sign that right when they register! On the registration form, after they fill out any custom questions you have, it will then provide the Photo Release text and ask the registrant to choose “Yes” or “No”. It will require the registrant […]

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Salesforce on Plugged-In 

We have our very own Plugged-In site! It’s a great resource for you about all things Salesforce. Access previous blog posts, current Salesforce projects, policies, and (my favorite) training videos!  We have recorded a number of training videos that cover frequently used features. They are up on our website 24/7 and are a great resource […]

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Historical Event Data from the CDMS now in Salesforce!

We’re incredibly excited to share that the last five years worth of event data from the CDMS (retired WordPress event registration/payment page site) is now in Salesforce!  What does that mean for you? Access to previous events Access to previous event members Long-term event reporting Please note, that while nearly all of the dates for […]

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New “No Payment” email to Event Registrants

— By Whitney Yorston, UMaine Extension CRM System Support Professional More often than we’d like, a client starts the registration process, they fill out their information, answer all of their custom questions, select their payment amount, hit submit… and then don’t pay. They get our hopes right up and then dash them away.  Good news! […]

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