Linvio Events™ for Salesforce

Linvio Events for Salesforce

 

Whether you promote and host events as a business, or just run events for marketing and training purposes, Linvio Events™ can simplify your life. Built as an add-on to Salesforce, Linvio Events allows you to extend standard Salesforce CRM and marketing features with the ability to create and manage various types of events. Simply create an event record in Salesforce, add your sponsors, fees and messaging, and publish. Event templates provided with the product allow you to build multi-day and single day events, events with sesssion enrollment, events with exhibitors, sponsors and presenters, and a variety of other configurations.

Integration with Salesforce

Linvio Events runs natively in Salesforce, which means event data, registrations, attendee information, and payment records are stored and managed in the same environment as your CRM and customer support data. Imagine the possibilities!

Now you can track the lifecycle of your customer interactions from lead development to attendance and payment history in one place. And with standard Salesforce tools for reporting, workflow automation, and creating Visualforce & Apex extensions, you'll have even greater control over your event-related business data. Say goodbye to importing and exporting contact and event data - with Linvio Events, it's all there for you in Salesforce.

Overview

Key Features

  • Pre-built Sites pages allow you to promote your events publicly from your Salesforce account and process registrations online.
  • Content management features allow you to be in charge of the messaging and event content you publish to the web.
  • Fully integrated payment processing for event fees. Set up your event, market it, collect fees and configure post-payment workflow/reporting all inside Salesforce.
  • Support for multiple types of events including: conferences, conventions, seminars, workshops, training sessions, networking events, fundraising events, and more.
  • Online and email-based ticket delivery.
  • Support for Invitation-Only events.
  • Coupon codes for targeted discounting and promotions.
  • Integration with mobile devices to facilitate attendee check-in at your events.
  • Real-time reporting on registrations, payments and attendance in Salesforce.

System Requirements

  • Salesforce Developer, Enterprise, or Unlimited Edition.
  • Linvio PaymentConnect for managing payments and payment-based workflow in Salesforce
  • An account with PayPal, Authorize.net, WorldPay, Google Checkout or eWay for payment gateway services.

Next Steps

If you'd like a free sales consultation/demo to see Linvio Events in action and determine whether it's a fit for your business, please contact us.

 


Screenshots

Sample Seminar Layout

Online Registration

Payment Processing in Salesforce

Payment detail record in Salesforce

Sample Quick Event Layout

Multiple Payment Processor Support

Quick Event (with another Sites template)

Site Quote Authorization Page

Mobile Device Event Check-In

Payment Profile detail page

Integrated Attendee & Payment Management

Native Click-to-Configure Event Setup

 

 

     

 

More Information

Documentation

Linvio Events Users Guide