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Plugged In: For UMaine Extension Staff and Volunteers

CRM: Event Registration

Your Event is Live Email

Have an event about to go live? Now you’ll get an email so you know exactly when it went live! If you are the owner of an event, when the event goes into ‘Open – Public’ or ‘Open – Not Public’ an automatic email will go out to you letting you know that the event […]

New Session Features

Using sessions? We have good news for you! 1. You can now view each event member’s ‘List of Sessions’ in your Registration Lists. It’s the last column on the report and, if someone has sessions, all of the sessions they’ve registered for will be listed here. 2. You can now add a new session member […]

Sample Email Page

Curious what our Confirmation Email and One Day Reminder Emails look like? We have a resource for that! On our Plugged-In Page we have a page for Sample Emails for Event Communications. To access it, you need to enter the password which you can find on your programming records in Salesforce. There you will find […]

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 […]

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 […]

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! […]

Event access in Salesforce is now available!

— By Whitney Yorston, UMaine Extension CRM System Support Professional We are now offering two levels of access, based on your level of need: basic and full. Basic allows you to see your events, your registrants, and get the list of those registrants. The second level is full access, which will allow you to not […]

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