Planning an event comes with a lot of moving parts. You need to finalize your guest list, share venue details, and send tickets to attendees. These tasks are time-consuming and can be difficult to effectively manage. What if you could take some of them off your to-do list?
This workflow tutorial will show you how to automate tedious event processes such as RSVP collection and event ticket generation. Watch the video below to learn how to complete these tasks with the click of a button.
Initial set up of this workflow will take approximately 45 minutes.
1. Create your RSVP form. Use fields from Objects directly in your Salesforce org to create your form.
2. Upload your templates. Add merge fields to your event ticket and electronic receipt templates and upload them to your account.
3. Set up automated delivery. Prepare the email that will be sent out to your customers with the attached documents.
4. Run a test. Fill out your RSVP form with test data to see your workflow in action!
