Event Farm FAQs

SMS arrival greeting

Messaging in EFx allows you to send SMS text messages to your guests when they check in, and any time during your event. Messages can be helpful for drawing your guests' attention to different parts of your event - the bar is now open (or closed!), a new speaker or panel will begin soon, a poll will be sent shortly, the photographer line has cleared out, or a thank-you at the end of the night as your guests depart.

Your guests will almost certainly be using their phones during the event - to take photos, maybe take notes, and definitely to text. (Does anyone go anywhere without texting?) Messaging keeps your event a part of the conversation!

Before taking your event and collecting registrations and/or RSVPs

Enable Mobile Phone Number under Registration Questions. You won't be able to send text messages without your guests' mobile numbers!

Confirm Messaging is enabled for your event.

In Event Farm, go to Experiential > Enabled Modules. Messaging should appear.

In EFx (iOS and Android), select your event. Messaging should be a tappable option.

Set up anin Event Farm

This can also be done in EFx (iOS and Android). Select the event > Settings > enter Admin PIN > Configure Check-In.

Using Messaging during your event

Messages are configured on-the-fly. They can't be created and saved, and sent later.

Select Messaging, and enter your Admin PIN.

Type your message. Personalize the message with guests' first name, last name, email address, or mobile phone number.

Select Add Guests > Tap "0 / X" to select all checked-in guests, or tap the names of individual guests.

Segment further with Filters. Choose the Access Types to filter by, then return to Add Guests. Only guests that have the selected Access Types will show on Add Guests. To clear filters, select Filters > Clear All.

Once your message is typed, and you've selected which guests should receive it, tap Send!

To send a previous message

Select Messaging, and enter your Admin PIN.

Select Sent Messages > find the message to resend > Resend

Tapping the message itself will show who it was sent to, so be sure to tap Resend

You'll be taken back to the Send a Message screen, and the text from your previous message will show in the text field. Edit your text, choose the guests who will receive the message, and Send!

That's it! Sending text messages to your guest is simple and straightforward, and is a great way to keep guests engaged during your event!

Access Control allows event organizers to monitor guest activity, and validate guest access to specific event areas. Access Control empowers event organizers to understand how guests engage within the event by providing check-in and check-out data, guest interactions within area(s), and their date of attendance. Use Access Control for:

Lead Retrieval

Sponsor Check-In

Station Check-In

Session Tracking

How Access Control WorksEvent organizers provide and scan NFC assets for guests uponinitial event check-in using Check-In. The NFC asset will be associated with that guest, and contains all registration information provided such as registered sessions and responses to registration questions. Alternatively, include QR codes in guest confirmation emails.

At each sponsor or event station or session, guests will scan their NFC credential or QR code; guests with access will see a success message and be allowed in. Guests that don't have access will see a no entry message, and won't be allowed in. Entry point access is based on the Access Types created for the event within Event Access.

What do I need for Access Control

Prior to event

Event organizers must:

Order NFC asset credentials for event guests. NFC assets can come in wristband, badge, or sticker form. Assets must be ordered a minimum of 5 weeks or more prior to the event start date (typical turnaround time is 5 weeks). (Contact Account Manager for list of current vendors.)OR

Include QR codes in confirmation emails.

Check-in staff, sponsors and all session areas, must have their own station with any of the following devices:

iPhone 7 or newer

Android devices with NFC reader (Note: Galaxy S8 and S9 are most commonly used by clients)

iPad 3 or newer

iPad requires an external NFC reader

iPads cannot scan QR codes

All devices must have Event Farm's EFx app downloaded

Event organizers or optionally sponsors can control messaging on display screens for devices. This includes what guests see on the initial screen, and the success and error screens, and messaging guests see when NFC credential is scanned.

Screen Display assets must be 1920 x 1080 pixels and can be uploaded directly via the iOS EFx app by selecting the event > Settings (widget located on the top right of the app) > enter Admin Pin > select Access Control > select the Station > select Background Views image > Background View Configuration, select the + symbol on the top right to choose the file from your iPhone or iPad.

How do I set it up within iOS EFx app

Log into EFx (iOS and Android) > select your event > select the options menu (gear icon) > enter the event's admin pin.

Tap Access Control > "+" to create new Check-In or Check-In/Check-Out stations.

Tap the station

Edit the Station Name

Background Views

To edit, tap on Scan, Success, or Error screen. Swipe to switch between Scan, Success, and Error.

Scan: The screen guests will see before scanning their NFC asset or QR code

Success: The screen guests will see if they successfully complete a scan AND they registered or RSVP'd for an Allowed Access Type

Error: The screen guests will see if the scan is unsuccessful ORthey are not registered or RSVP'd for an Allowed Access Type

Background View assets should be 1920 x 1080 pixels.

Scan Message: This message appears over your background.

Scan Message Color: The color of text for your Scan Message. Must be a HEX value.

To add a new background, tap "+", and choose the background from Photos or Files in iOS.

Station Type

CheckIn allows guests to check-in to the station

CheckInOut allows guests to check-in to, and check-out from, the station

Allowed Access Types

Select the Access Types that are allowed at this station. Only guests registered or RSVP'd with that Access Type will be allowed into the station.

How do I set up for the event

Prior to the event, your team should download EFx onto all iPhones, iPads, and Android devices that will be used as Check-In / Check-Out stations. Log into the app, and test scanning an NFC asset or QR code to make sure it's accurately allowing guests in (or keeping them out). Share this process with your staff, and make sure they are prepared to handle questions from guests, like what they should do if a guest insists they should be allowed in.

At the event, make it clear where guests should line up to get checked in. If using iPads, set up your iPads (with external NFC readers) in a location that will be easy for guests to tap their asset..

Open EFx on the device > select the event > Access Control > select the appropriate station. And start letting guests check in!

How do I receiveattendee dataContact Account Manager to receive data in a CSV file, which you can then sort and filter using Excel, Numbers, or Google Sheets.

Product Pickup allows you to set limits on the number of items a guest can take from any particular station. Great for gift bags, and drinks!

How Product Pickup WorksEvent organizers provide and scan NFC assets for guests uponinitial event check-in using Check-In. The NFC asset will be associated with that guest, and contains all registration information provided such as registered sessions and responses to registration questions. Alternatively, include QR codes in guest confirmation emails.

At each station, guests will scan their NFC credential or QR code; guests with remaining items to pick up will see a success message. Guests that have picked up their alloted items will see an error message.

What do I need for Product Pickup

Prior to event

Event organizers must:

Order NFC asset credentials for event guests. NFC assets can come in wristband, badge, or sticker form. Assets must be ordered a minimum of 5 weeks or more prior to the event start date (typical turnaround time is 5 weeks). (Contact Account Manager for list of current vendors.)OR

Include QR codes in confirmation emails.

Check-in staff, sponsors and all session areas, must have their own station with any of the following devices:

iPhone 7 or newer

Android devices with NFC reader (Note: Galaxy S8 and S9 are most commonly used by clients). EFx for Android cannot scan QR codes.

All devices must have Event Farm's EFx app downloaded

Event organizers or sponsors can control messaging on display screens for devices. This includes what guests see on the initial screen, and the success and error screens, and messaging guests see when NFC credential or QR code is scanned.

Screen Display assets must be 1920 x 1080 pixels and can be uploaded directly via the iOS EFx app by selecting the event > Settings (widget located on the top right of the app) > enter Admin Pin > select Product Pickup > select the Station > select Background Views image > Background View Configuration, select the + symbol on the top right to choose the file from your iPhone or iPad.

How do I set it up within iOS EFx app

Log into EFx (iOS and Android) > select your event > select the options menu (gear icon) > enter the event's admin pin.

Tap Product Pickup > "+" to create new stations.

Tap the station

Edit the Station Name

Set the Total Quantity of items available at that station

Set the Guest Limit (number of items per guest)

Guest Limit Message: the message guests will see if they've picked up the maximum number of items, and try to pick up an additional item.

Background Views

To edit, tap on Scan, Success, or Error screen. Swipe to switch between Scan, Success, and Error.

Scan: The screen guests will see before scanning their NFC asset or QR code

Success: The screen guests will see if they successfully complete a scan AND they registered or RSVP'd for an Allowed Access Type

Error: The screen guests will see if the scan is unsuccessful ORthey are not registered or RSVP'd for an Allowed Access Type

Background View assets should be 1920 x 1080 pixels.

Scan Message: This message appears over your background.

Scan Message Color: The color of text for your Scan Message. Must be a HEX value.

To add a new background, tap "+", and choose the background from Photos or Files in iOS.

How do I set up for the event

Prior to the event, your team should download EFx onto all iPhones, iPads, and Android devices that will be used as Product Pickup stations. Log into the app, and test scanning an NFC asset or QR code to make sure it's accurately allowing guests to pick up or deny pick up. Share this process with your staff, and make sure they are prepared to handle questions from guests, like what they should do if a guest insists they should be allowed an additional item.

At the event, make it clear where guests should go for Product Pickup.

Open EFx on the device > select the event > Product Pickup > select the appropriate station. Tap the guest's NFC credential, or swipe to scan their QR code.

How do I receiveattendee dataContact Account Manager to receive data in a CSV file, which you can then sort and filter using Excel, Numbers, or Google Sheets.

Access Type

Poll in EFx allows you to send multi-option or short answer polls to your checked-in guests via SMS text message. Polls can be helpful for getting to know your attendees better, guiding panel discussions, or gathering questions guests have for a panel or executive team.

Your guests will almost certainly be using their phones during the event - to take photos, maybe take notes, and definitely to text. (Does anyone go anywhere without texting?) Polling keeps your event a part of the conversation!

Before taking your event and collecting registrations and/or RSVPs

Enable Mobile Phone Number under Registration Questions. You won't be able to send polls via text messages without your guests' mobile numbers!

Confirm Poll is enabled for your event.

In Event Farm, go to Experiential > Enabled Modules. Poll should appear.

In EFx (iOS and Android), select your event. Messaging should be a tappable option.

Using Messaging during your event

Polls are configured on-the-fly. They can't be created and saved, and sent later.

In EFx (iOS and Android), select your event.

Select Poll, and enter your Admin PIN.

You'll have several options:

SMS or App

Most clients send via SMS - notifications sent via App only apply if your event has an Event App from Event Farm, which most events do not have. Even if your event does have an Event App, it's no guarantee your guests have installed it. SMS is always a safe bet.

Multi or Short

Multi consists of a question, and four options. While four answer options do not have to be entered, guests will see "A", "B", "C", and "D" when they receive the poll, and we advice giving guests four options.

Short consists of a question, and guests will respond with their answer by text.

Timer

Set the number of minutes and seconds guests have to respond. Responses received outside of this limit will not appear in EFx (iOS and Android).

To send a poll to guests

Configure your poll using the instructions and options above, then select Add Guests.

Select the guests to whom you will send the poll. Tap Filters to filter guests by or Access Control Station. Tap the back arrow ("Poll") to return to your poll questions and/or answer options.

Select Send, then confirm Send.

To view poll results

Select Results, and you'll see each poll sent to guests.

Tap a poll to see your responses.

That's it! Sending polls to your guests is simple and straightforward, and is a great way to keep guests engaged during your event!

Teams allow event organizers to randomly assign guests to teams and keep score.

Before taking your event live and collecting registrations and/or RSVPs

Enable Mobile Phone Number under Registration Questions. You won't be able to send text messages without your guests' mobile numbers!

Using Teams during your event

Log into EFx (iOS and Android) > select your event > tap Teams

At the bottom, tap "Form Teams: X guests without a team"

Event Farm automatically group guests together, and SMS text messages are sent to guests instructing them to find their teammates.

To increase or decrease a team's score

Tap the team name

In "Change Score By", enter the number of points that should be added or subtracted from the team's score

Tap Increase Score, or Decrease Score

Choose "Set to a Specific Score" if the score needs adjusted and it's too much work to use Increase/Decrease Score options.

Tap "Teams" to return to the list of teams.

Lead Retrieval allows event organizers to track when guests enter and leave a station, session, or sponsor. Lead Retrieval empowers event organizers to understand how guests engage within the event by providing check-in and check-out data, guest interactions within area(s), and their date of attendance.

How Lead Retrieval WorksEvent organizers provide and scan NFC assets for guests uponinitial event check-in using Check-In. The NFC asset will be associated with that guest, and contains all registration information provided such as registered sessions and responses to registration questions. Alternatively, include QR codes in guest confirmation emails.

At each station or session, guests will scan their NFC credential or QR code; guests with access will see a success message and be allowed in. Guests that don't have access will see a no entry message, and won't be allowed in. Entry point access is based on the Access Types created for the event within Event Access.

What do I need for Lead Retrieval

Prior to event

Event organizers must:

Order NFC asset credentials for event guests. NFC assets can come in wristband, badge, or sticker form. Assets must be ordered a minimum of 5 weeks or more prior to the event start date (typical turnaround time is 5 weeks). (Contact Account Manager for list of current vendors.)OR

Include QR codes in confirmation emails.

Check-in staff, sponsors and all session areas, must have their own station with any of the following devices:

iPhone 7 or newer

Android devices with NFC reader (Note: Galaxy S8 and S9 are most commonly used by clients)

iPad 3 or newer

iPad requires an external NFC reader

iPads cannot scan QR codes

All devices must have Event Farm's EFx app downloaded

Event organizers or optionally sponsors can control messaging on display screens for devices. This includes what guests see on the initial screen, and the success and error screens, and messaging guests see when NFC credential or QR code is scanned.

Screen Display assets must be 1920 x 1080 pixels and can be uploaded directly via the iOS EFx app by selecting the event > Settings (widget located on the top right of the app) > enter Admin Pin > select Lead Retrieval > select the Station > select Background Views image > Background View Configuration, select the + symbol on the top right to choose the file from your iPhone or iPad.

How do I set it up within iOS EFx app

Log into EFx (iOS and Android) > select your event > select the options menu (gear icon) > enter the event's admin pin.

Tap Lead Retrieval > "+" to create new Check-In/Check-Out stations.

Tap the station

Edit the Station Name

Background Views

To edit, tap on Scan, Success, or Error screen. Swipe to switch between Scan, Success, and Error.

Scan: The screen guests will see before scanning their NFC asset or QR code

Success: The screen guests will see if they successfully complete a scan AND they registered or RSVP'd for an Allowed Access Type

Error: The screen guests will see if the scan is unsuccessful ORthey are not registered or RSVP'd for an Allowed Access Type

Background View assets should be 1920 x 1080 pixels.

Scan Message: This message appears over your background.

Scan Message Color: The color of text for your Scan Message. Must be a HEX value.

To add a new background, tap "+", and choose the background from Photos or Files in iOS.

Station Type

CheckInOut allows guests to check-in to, and check-out from, the station

Allowed Access Types

Select the Access Types that are allowed at this station. Only guests registered or RSVP'd with that Access Type will be allowed into the station.

How do I set up for the event

Prior to the event, your team should download EFx onto all iPhones, iPads, and Android devices that will be used as Check-In / Check-Out stations. Log into the app, and test scanning an NFC asset or QR code to make sure it's accurately allowing guests in (or keeping them out). Share this process with your staff, and make sure they are prepared to handle questions from guests, like what they should do if a guest insists they should be allowed in.

At the event, make it clear where guests should line up to get checked in. If using iPads, set up your iPads (with external NFC readers) in a location that will be easy for guests to tap their asset.

Open EFx on the device > select the event > Lead Retrieval > select the appropriate station. And start letting guests check in!

How do I receiveattendee dataContact Account Manager to receive data in a CSV file, which you can then sort and filter using Excel, Numbers, or Google Sheets.

Roaming Photographer is a fun way to commemorate your event! Your team can design one or several "filters", and at the photo station, guests select the filter they'd like, and have their photo taken. The photo is then sent to the guest by SMS text message.

What do I need for Roaming Photographer

Prior to event

Event organizers should:

Require Mobile Phone as a Registration Question.

Include QR codes in confirmation emails.

Staff running the Roaming Photographer station must have an iPhone 7 or newer. Because this module relies on the iPhone camera, the newer the iPhone, the better the pictures!

All devices must have Event Farm's EFx app downloaded

Event organizers or sponsors must create filters and upload them to EFx (iOS) prior to the event.

How do I set it up within iOS EFx app

Log into EFx (iOS) > select your event > select the options menu (gear icon) > enter the event's admin pin.

Tap Roaming Photographer > "+" to create new station.

Tap the station

Edit the Station Name

SMS Delivery

Toggle "on"

SMS Message

Add a message to be included when the photo is sent to the guest.

Filters

Tap "Add Filters" > Tap "+" > select Photos or Files > select your image

Filters must be square PNG files, and a minimum of 1080px by 1080px.

The filter should have some portion that is transparent - guest photos are positioned "behind" the filter, so if the filter does not contain a transparent section, you won't be able to see the photo. EFx does not prevent you from adding filters without a transparent section, so be sure to test your Romaing Photographer station before bringing guests over!

How do I set up for the event

Prior to the event, your team should download EFx onto all iPhones that will be used as Roaming Photographer stations. Log into the app, and test out taking photos and sending.

Open EFx on the device > select the event > Roaming Photographer > select the appropriate station. Swipe between filters. Enable or disable flash on the left, switch between front and rear cameras on the right, and take the photo in the middle. Tap the message bubble to type in the guest's phone number, or tap the sharing icon to scan QR codes.

At the event, make it clear where guests should line up to get their photo taken. If QR codes were included in confirmation emails AND mobile phone numbers were required when registering, have guests pull up their confirmation email.

The Digital Memory Bank is a mobile-optimized microsite, personalized to each attendees unique event experience based on their engagement on-site, extending the conversation with the attendees long after the event has ended. The Digital Memory Bank can include photos, videos, PDFs, and links to web pages. These pieces of content can be tailored to each of the touch points throughout the event.

This is a custom module. Please contact your Customer Success Manager for pricing and other details.

The Fast Pass / Scheduling module allows organizers to have timed access at a check-in station, sponsor booth, or session. The event organizer can decide what time Fast Pass / Scheduling is available, the number of sessions per hour, and the total number of guests per session. Fast Pass / Scheduling for guests works similarly to Access Control : guests scan their NFC asset and are given a time to return. If Messaging is enabled, a message can be sent to guests with their time slot. When they return, they again scan their NFC asset to get into the session.

This is a custom module. Please contact your Customer Success Manager for pricing and other details.

Display Poll results, or Roaming Photographer images, on a monitor, TV, or projector connected to an AppleTV.

This is a custom module. Please contact your Customer Success Manager for pricing and other details.

The Reservation / Meeting Queuing module allows organizers to create a "virtual line" of guests - guests check in, are put "in line", and then can wait anywhere nearby. This is similar to how restaurants manage guests waiting for a table, or how Apple manages customers waiting for help with a purchase. When it's time for the guest to return, the event organizer can send a text message to the guest, then check them in to the station.

This is a custom module that is compatible with Android only. Please contact your Customer Success Manager for pricing and other details.

Why is my campaign not showing in Event Farm?Only campaigns marked as Active within Salesforce will display in Event Farm. Log into your Salesforce account to ensure the desired campaign is active.

Event Farm can only display 2000 active campaigns. If your Salesforce has more than 2000 active campaigns, de-activate campaigns until fewer than 2000 are active, and try again.

What types of tickets can my Salesforce contacts be invited to?Invite to RSVP, Invite to RSVP (FCFS), Invite to Purchase, and Invite to Purchase (FCFS).

How many times do contacts get imported to Event Farm from Salesforce?Unique guests - that is, unique email addresses -are added to an event once.However, you can import new information from Salesforce whenever you wish.

What is Scheduled Import/Export?Event Farm can automatically import information from Salesforce, and export information from Event Farm. New information is passed between Event Farm and Salesforce on an hourly basis when enabled.

Do duplicate entries in Salesforce automatically import duplicates to Event Farm?Salesforce only pushes one contact per email address.

Do new leads that are not in Salesforce but register for my event get exported from Event Farm to my Salesforce?You can choose to do nothing with these contacts, create a new Lead in Salesforce, or create a new Contact in Salesforce.

What is the maximum amount of contacts that can be transferred from Salesforce to Event Farm?The maximum number of people that can be transferred is 2000 people per campaign.

What status will my imported contacts display on the Guest List?You can select either Unconfirmed, no email or Confirmed, no email.

What happens when a Salesforce contact is deleted from Event Farm?Salesforce will not re-add any contacts you have deleted from your event back into Event Farm.

Do updates made to contacts in Event Farm, such as updating a contact's Company name, update the information in Salesforce?In the event > Integration Settings > Export, there are three options for updating information: Never, Only If Different, or Only If Blank.

What Event Farm fields sync to Salesforce?You can push Status, First Name, Last Name, Email, Position, Company, Title, and Telephone to any Lead or Contact in Salesforce.

Can I map to my indexed fields?Indexed fields, such as Account name, cannot be mapped to Event Farm fields.

Why isn't my information syncing to Salesforce?A few things can cause information to not sync. If information is not syncing automatically, confirm Scheduled Import, and/or Auto-Export, is enabled. Additionally, Salesforce does have some limits on the API and how many updates your account is allowed per day. Check with your Salesforce account administrator to see if your Salesforce account has reached its daily limit.

Event Farm offerstwo apps for checking in guests: Check-In (iOS), and Check-In (Android). Core functionality is similar between apps, and iOS offers additional features like QR code scanning, Kiosk Mode, and name badge printing.

Below are links to each app, as well as features and requirements.

Check-In (iOS) Check-In offers a modern design, swipe-based gestures, and improved performance regardless of internet connectivity.RequirementsiOS: iPhone, iPad, or iPod touch, running iOS 10 or laterFeatures- Name badge printing - Swipe-to-check-in gesture- Sync indicator in top-right corner- Split Screen-capable for iPads- Instantly search guests- Edit guest information- View and add Check-In Notes- Add guests- Trigger Arrival Alerts with guest check-in-Only requires an active internet connection to download the Guest List, whichoccurs when the event is first opened on the device- Filter guests by Access Type and/or Status- Leave-behind tickets, when guests arrive without their full party- View answers to Guest Questions (Full Platform only)- Scan QR codes (Full Platform only)Viewable FieldsFirst Name, Last Name, Email, Ticket Type, Status, Company, Position, number of Additional Guests, and Check-In Notes.All other fields are stored by Event Farm, and available in Reports.

Check-In (Android) Check-In offers a modern design, and improved performance regardless of internet connectivity.RequirementsAndroid:Android device running Android5.0 or laterFeatures- Tap-to-check-inguests- Sync indicator in top-right corner- Instantly search guests- Edit guest information- View and add Check-In Notes- Add guests- Trigger Arrival Alerts with guest check-in-Only requires an active internet connection to download the Guest List, whichoccurs when the event is first opened on the deviceViewable FieldsFirst Name, Last Name, Email, Ticket Type, Status, Company, Position, number of Additional Guests, and Check-In Notes.All other fields are stored by Event Farm, and available in Reports.

Kiosk Mode allows guests to check themselves in. This can speed up check-in, saving guests from having to spell their name to check-in staff. It can also be used to reduce the number of check-in staff needed, in the same way many retailers have one team member watching four to six self-check-out machines.

(The video above does not contain audio, and omits setting up Guided Access.)

Please note: Kiosk Mode is only available for Check-In (iOS), and requires a Full Platform event. Check-In Only events cannot use Kiosk Mode.

Setting up Kiosk Mode

Set up Guided Access. This iOS feature "locks" the iPad to one specific app, preventing guests from exiting Check-In (iOS) and using other apps on the iPad.

Tip: Create a unique, six-digit passcode that guests won't easily guess.In Check-In (iOS), select the event. Allow the Guest List to fully download

Once the Guest List is downloaded, select Menu > Kiosk Mode.

Choose your options for Kiosk Mode

Allow Self Registration: This allows guests to sign up for the event at the check-in station. If your event will not allow walk-up registrations, this setting should remain disabled. If enabled, choose the Access Type walk-up registrations will be added to.

Allow Flexible Search: Flexible search allows guests to type three characters, and any first name, last name, or email address containing those three characters will appear. You are responsible to ensure guest information is used in accordance with your event or organization's privacy policy. If flexible search is disabled, guests must enter the email address they used to register or RSVP for the event.

Guest Instructions: This text appears on the Welcome screen, the Check In Here screen, and the Self Registration screen (if enabled).

Select Enter Kiosk. A prompt to enter a passcode will appear, and is required. This prevents guests from exiting Kiosk Mode and accessing the full Guest List. Confirm the passcode.

Tip: Use the same six-digit passcode as Guided Access, so you don't have to remember two different passcodes when exiting both modes.

If you set up Guided Access, enable it by triple-clicking the Home button.

Select Hardware Buttons > Options. Sleep/Wake Button should be disabled (white).

Select Start and enter a passcode. This passcode prevents the user from exiting Check-In (iOS). Confirm passcode.

Using Kiosk ModeOnce set up, guests will see the Guest Instructions (if any) and "Check In Here". Guests tap Check In Here enter their email address, then Search/Enter. Guests tap their invitation to check in, and are greeted with "Welcome, [Guest Name]". After a few seconds, the app returns to the Welcome screen, to allow the next guest to check in.

If Flexible Search is disabled: Guests must search for their invitation by email address, and it must match the email address provided during the RSVP or registration process.

If Flexible Search is enabled: Guest must enter at least three characters. Any guests with a first name, last name, or email addressing matching those three characters will appear.

If Self Registration is enabled, guests may tap Register Here. Guests must provide their first name, last name, and email address in order to register. At the current time, no other fields can be captured during Self Registration. After completing the form, guests tap Register - they'll see "Welcome, [Guest Name], you're all checked in!" Guests are automatically checked in when self registering - no additional action is needed.

Ending Kiosk Mode and Guided Access

To exit Kiosk Mode, double-tap the screen with three fingers and enter the Kiosk Mode passcode you created. After successfully entering the passcode, select "X" to return to the Guest List.

To exit Guided Access, triple-click the Home button and enter the Guided Access passcode you created. Select End.

If either passcode is forgotten, force restart the iPad. Press and hold both theHome and the Sleep/Wake buttons for at least 10 seconds, until you see the Apple logo.

After exiting Kiosk Mode and Guided Access (if enabled), review the Guest List and confirm changes have synced to Event Farm - the Sync Monitor in the top-right will be green if fully synced. If the Sync Monitor is orange or gray, connect to WiFi, open the Guest List, and wait 2-3 minutes for syncing to complete.

Notes about Kiosk Mode

Name tags do not print when a guest is checked in using Kiosk Mode.

Arrival Alerts will send when a guest is checked in using Kiosk Mode.

Guided Access is recommended, as it will prevent guests from exiting Check-In (iOS) - if guests can exit the app, they can access any information stored on the iPad. More importantly, other guests won't be able to check themselves in if the app isn't on-screen!

Support is available to account administrators, from 9am to 6pm Eastern, Monday through Friday. Administrators can contact Support by submitting a request, which is the fastest way to resolve an issue.

Administrators with a Pro or Premier account can also contact us by telephone - 888-444-8162. Please leave a voicemail with as many details as possible (login email address, event name, detailed description of your question or issue and where it's occurring), and we will call back. Telephone support is only available to Pro and Premier account administrators.

While we are able to respond to most requests within a few hours, we may need up to the allowed time for your account. We know questions and issues need support as quickly as possible - we appreciate your patience as we work to answer our clients' requests.

Account Level

Response Within

Requests from non-administrators, event guests, and all other requests

1 business day (24 calendar hours)

Check-In Only (free)

1 business day (24 calendar hours)

Check-In Only Unlimited

8 business hours

Intro

8 business hours

Pro

6 business hours

Premier

4 business hours

The EFx admin passcode is 4-digit number used within EFx (iOS and Android) to access certain sections of the app. Each event's passcode is "1111", but can easily be changed within the Experiential section of Event Farm.

Passcodes are applied on an event-level, not user - all staff using the EFx app will use the same passcode to access certain sections of the app. The passcode is not a password for the app itself.

RequirementsPasscodes must be four digits. A passcode can not be shorter or longer, and can not contain letters or special characters.

To edit the passcodeIn EFx Configuration, select Admin Passcode > Edit. Enter a new, four-digit passcode, then Save.

How many guests can I have on the Guest List for my event?Up to 2500 guests.

What do I get access to with each event?- Uploading of guests to Event Farm- Check-In to check in guests during the event- Customizable reports post-event

We also have two great walkthroughs for Check-In Only customers: Getting Started with Check-In Only Events Using Check-In: Before, During, And After An Event

I hold a number of events. Can I buy a package of events (and is there a discount for doing so?)We do offer an unlimited package for Check-In Only events. Click here to be contacted by a member of our Sales Team, who will help find the best package for your event needs.

HELP! I need help! What do I do?Check-In Only customers use Submit a Request - our Support team will be in touch as quickly as possible, no longer than 24 business hours - Monday through Friday, 9am to 6pm Eastern.

Email Communication is the place to create and edit emails that will be sent to guests, as well as associate your email designs with your event's Access Types.

Email DesignsCreate a new email design, edit a saved email design, or select an email design from a past event using Copy Design From Another Event.

Invitations & Confirmations Connect your Invitation, Confirmation, and Declination email designs to the appropriate Access Type. The associated email design will send when Public Registration guests complete registration, and when Invitation guests are invited, and when they confirm or decline their RSVP.

Guest MessagingCreate a one-time message, such as an event reminder or post-event thank you, to send guests. These messages are sent directly to guests, cannot have an invitation link, and are not saved (unless created and saved first in Email Designs). If using Dynamic Elements in your Guest Message, make sure those Dynamic Elements are available for your message using the chart here: Using Dynamic Elements in emails

ScheduledSchedule a message, such as an event reminder or post-event thank you, to be sent to guests. Choose a time, email to send (must be Message Type: Send a Message), and Invitation Status(es)of guests to receive the message.

Select the Design Name to edit the email design, or Deleteto delete the scheduled message.Edits cannot be made to the Recipients, Scheduled Time, or Invitation Status once the message is scheduled.To make changes, delete the Scheduled message, then re-schedule the message with the correct options.

Scheduled messages can only be deleted by the Event User who scheduled the message.

Scheduled messages are sent in batches, and messages sent to larger groups may be received by guests later than the scheduled time.

Some corporate and organization email systems may filter out Event Farm emails, due to settings within the company's or organization's email system settings. When this happens, emails are not delivered to the user's inbox, nor the user's junk or spam mailbox.

If the Guest List shows both a Last Action and Last Notified statuses, but the user is not receiving the email to their work or private email domain (this excludes popular consumer email systems, like Gmail, Hotmail, Yahoo, and iCloud), there is a good chance the email is being caught by an email system filter.

Check with the company's IT team or email administrator, and ask if they have received, blocked, or quarantined emails from Event Farm. To ensure future Event Farm emails are delivered to a user's inbox, have them whitelist the following IP addresses and domains:

192.174.93.228

192.174.93.236

192.174.92.8

52.36.126.62

34.211.27.244

35.163.139.47

eventfarm.com

eventfarm.email

invite.eventfarm.email

eventmail.eventfarm.email

harvest.eventfarm.email

Event Farm offers both live trainings, in a group format, as well as training videos, that can be viewed by any one at any time! This gives the best of both worlds: if you can attend a live training and ask questions, great! If the timing doesn't work out, you can watch a training video, and use our support center to answer questions. Or, submit a request to our support team!

Live trainings and the training videos use cover the same content, in the same order and format. You won't miss anything by watching a video instead of attending a group training!

Please note: Event Farm does not offer one-off, client-specific trainings.

Live group trainingsAll times are in the Eastern time zone.

Getting Started with Event Farm

Building Websites in Canvas

Training videosTraining videos are a great way to refresh your knowledge, or on-board a new person (or yourself!) in a short amount of time, on your own schedule.

Since we began offering group trainings, training videos views have outnumbered registrations for live trainings by about two-to-one. Our users have spoken - they prefer being able to go through training when they have the time. (An interesting statistic: 50% of the users who have watched a training video did so after 5pm their local time.)

We do require registrations for the videos, but don't worry - click a link below, enter your name and email address, and you'll be able to watch the video immediately.

Getting Started with Event Farm

Building Websites in Canvas

Chances are, your guests are going to learn about your event through email. We'll give you a few tips to help make sure your content gets to your guests, and is engaging!

First thing is first: is your event set up with an Invitation Access Type, or Public Registration Access Type?

For Invitation events, you'll want to create Invitation, Confirmation, and possibly Declination emails, which will be sent to guests when they are invited, and when they confirm or decline their RSVP. Your design should include the [INVITE_LINK] Dynamic Element, which creates a unique RSVP link for each guest invited to your event.

For Public Registration events, you'll want to create a Send Group Message email, and likely a Confirmation email. Guests will be uploaded to your Address Book, and when you're ready to tell guests about the event, you'll send the Group Message using Guest Messaging. Your design should include the Public URL, found under Event Info & Settings. Any person with this link may register for your event.

Second, make sure your design has plenty of text. There will be people on your team who insist emails have one big fancy graphic, and that's great visually, but an email consisting of a graphic, a URL, and little or no text is significantly more likely to be marked as spam by your guests's email systems. In addition to improving email deliverability, screen readers ad other accessibility featureswon'tbe able to read the email, so guests with vision issueswon'tknow what the graphic says.

the who/how/when of engaging your guests

And while were talking email deliverability, keep your subject short and punchy. Many corporate email systems assign higher spam scores as subject length increases - keeping your subject at 50 characters or less decreases the likelihood of being marked as spam.

Email deliverability is more than putting together an email and sending it. To ensure the best deliverability, open, and click-through rates, check out our three articles on email deliverability, email design, and!

Once you've created your email designs, use Invitations & Confirmations to associate those email designs with the appropriate Access Types. You're one step closer to taking your event live!

As a part of your event, you may want to send an email to guests prior to, or after, an event. This is done through Guest Messaging.

To create a message, go to Email Center> Email Designs > select New Email Design, or a template. Fill out email details,build the email withtext, images, and buttons, then Save My Design.

To appear in Guest Messaging, the Message Type must be set to Send a Message, or Send Group Message.

"Send a Message" are sent byInvitation Status - Confirmed, Unconfirmed, Purchased, All Checked In, and No-Shows.

"Send Group Message" are sent by selectingan Address Book group, or the event's Wait List.

Go to Guest Messaging > Designs: choose your saved Send a Message or Send Group Message. Other information will auto-populate, and the email design will appear in the editor. Select the following options:

Send By

Invitation Status: The status of guests, as it appears on Guest List

All Checked In: All guests checked into the event

No Shows: Confirmed guests on the Guest List, who did not check into the event

Send To

Confirmed or Registered Guests: Guests who have responded affirmatively to an RSVP Access Type, or who have completed registration for a Public Registration or Invite to Register Access Type. View under Guest List > Who's Coming > RSVP'd and/or Registered.

Purchased Guests: Guests who have purchased a Public Purchase or Invite to Purchase Access Type. View under Guest List > Who's Coming > Purchased.

Assigned Guests: Guests added to the Guest List as Confirmed by an event organizer

Unconfirmed Guests: Guests who appear on the Guest List as Unconfirmed. View under Guest List > Who Hasn't Decided.

Access Types

Select all Access Types, or choose specific Access Types.

Mac: Select Access Types, then Command+A to select all, or hold Command and select individual Access Types.

PC: Select Access Types, then Control+A to select all, or hold Control and select individual Access Types.

Select Send Yourself a Test Message, to ensure the email looks correct, prior to sending to guests.

A waitlist allows Event Organizers to collect names of guests that did not RSVP, Register, or Purchase a ticket to the event while tickets were available. The waitlist requires guests to enter first name, last name, and email address. If additional spots become available, the Event Organizer can contact guests on the waitlist.

Creating a Waitlist:

Copy the URL in Event Info > Waiting List.

Insert the Waiting List URL in Registration Experience > Registration Form > Display Messages: After Closing Message, and Sold-Out Message. Select Edit in each section and write whatever you'd like guests to see when tickets are no longer available or sold out. Include something like, "If you'd like to be placed on a waitlist, click here." Highlight "here" > select Insert/edit link > paste the Waiting List URL > Ok.

Accessing the WaitlistUnder Event Reporting, Reports, select Waiting List > Generate Report. Once report is generated, under Previously Generated Reports > Waiting List report > Download Report.

A Ticket Block is a way to give tickets to donors, sponsors, or others who will be responsible for managing their guests. Event organizers manage the number and type of invitations to be distributed, and Ticket Block users invite their selected guests.

Ticket Blocks work with the following Access Types:

Invite to RSVP (FCFS)

Invite to RSVP

Invite to Purchase (FCFS)

Invite to Purchase

When a Ticket Block user invites a guest using their Ticket Block, a hard-coded, unique invitation link is created for the guest. Public Registration or Public Purchase events do not utilize hard-coded unique invitations - therefore, events with Public Registration and/or Public Purchase Access Types cannot use Ticket Blocks. For public events, simply share the Public URL (in Event Info & Settings) with sponsors, donors, or other folks who need to get the word out about the event.

To create a new Ticket Block, select an event > Event Configuration > Event Access > Guest List Segmentation > Add Ticket Block. Provide a name for the Ticket Block > Save Ticket Block. Select the down arrow > Edit to allot the appropriate number and type of invitations, and assign Ticket Block Users by searching Address Book > Save.

To edit or delete a ticket block, go to the event > Event Access > Guest List Segmentation > select the down arrow > Edit, to make changes to Ticket Block.Editing an existing block allows organizers to limit or extend the number of available invitations, and add additional users to the block.

To delete the Ticket Block, select the red X, and confirm the deletion.Deleting a ticket block will also remove those guests from the event's Guest List.

Event Access and Distribution MethodEvent Access Types is the name of the ticket, and how those guests will be treated at the door during check-in. Distribution Method is the way those tickets will be distributed to guests, and determines their RSVP, registration, or purchase process. Tickets can be distributed in several ways:

Event Type and description

Distribution Method

Price and Service Fee

First Come, First Serve

Public Registration

These events are free, and open to anyone with the Public URL. Best when you plan to share through social media or emails outside Event Farm, and when there is not a list of guests to be invited.

Public

$0

N/A

Public Purchase

These events require paid attendance. Best when there is not a list of guests to be invited.

Public

Set Price to $1 or greater, and set Service Fee (if applicable)

N/A

Invite to RSVP

These events are free, and limited to the guests you invite by adding them to the Guest List. You cannot invite more people than the quantity available for the Access Type.

Invitation

$0

Disabled

Invite to RSVP (FCFS)

These events are free, and limited to the guests you invite by adding them to the Guest List. You can invite more people than the quantity available.Invitation events see a confirmation rate of about 15% of invited guests. First Come, First Serve is helpful because you can invite more guests than you have space for, knowing that most guests you invite are not likely to confirm.

Invitation

$0

Enabled

Invite to Purchase

These events require paid attendance,and limited to the guests you invite by adding them to the Guest List.You cannot invite more people than the quantity available for the Access Type.

Invitation

Set Price to $1 or greater, and set Service Fee (if applicable)

Disabled

Invite to Purchase (FCFS)

These events are free, and limited to the guests you invite by adding them to the Guest List. You can invite more people than the quantity available.

Invitation events see a confirmation rate of about 15% of invited guests. First Come, First Serve is helpful because you can invite more guests than you have space for, knowing that most guests you invite are not likely to confirm.

Set Price to $1 or greater, and set Service Fee (if applicable)

Enabled

Note: FCFS stands for First Come, First Served and is only applicable to Access Types that have Distribution Method set to Invitation. When enabled, you can invite more guests than your Access Type's Quantity setting allows. For Invitation events, only about 15% of guests confirm - if your goal is to fill a room with 100 invited guests, enable First Come, First Serve, and invite 650 guests. Don't worry - once all 100 spots are confirmed by guests, other guests will no longer be able to RSVP.

Creating a new Access Type 1) Select an event, then Event Configuration > Event Access > Create New.

2) Create a name for the Access Type, select how tickets will be distributed (i.e. Public Registration or Invitation), the Start date and time (when tickets will become available), and End date and time (when tickets will no longer be available). Enter Quantity (the total number of tickets for the Access Type), whether guests will have the option to bring plus ones (Registration Limit), and if applicable, a price and service fee. Decide whether the ticket is transferrable, and if applicable First Come, First Serve. Lastly, set the Sort Order (the order in which Access Type options will appear on the Registration Form. This option typically only matters for Public Registration / Public Purchase events with multiple Access Types.)

3) Confirm details, then Save.

Deleting an Access TypeTo delete an Access Type, select the Edit button to the right of the Access Type, then Delete. Confirm to delete the Access Type.

Deleting Access Type(s) will also delete any guests on the Guest List who have been invited, RSVP'd, Registered, or Purchased a ticket from the deleted Access Type(s). If an Access Type needs to be deleted or re-created, and guests have already registered to the Access Type, download a Guest Summary report first. It contains all the information about guests and their registration. Guests can be manually re-added to the new type once created.

Ticket Block A Ticket Block is a way to give tickets to donors, sponsors, or others who will be responsible for managing their guests. Ticket Block users will receive an email to create an Event Farm account, or sign in to their existing account. They can invite guests individually, and have access to invite guests directly from a mobile device using the Listed app. After inviting guests, they can re-send invitations or confirmations, add additional guests, and remove guests.

Changes made to a Ticket Block Guest List are also made to the event's Guest List, giving the Ticket Block user control over their guests, and minimizing the work you as the event organizer need to do.

Related articles: What's the difference between public and invitation Access Types? Ticket Block for event organizers Ticket Block for Ticket Block Users

A Ticket Block is a way to give tickets to donors, sponsors, or others who will be responsible for inviting and managing their guests.

When assigned to a Ticket Block, users new to Event Farm will receive an email from [email protected], with instructions on how to create an Event Farm account and access their Ticket Block. Existing Event Farm users will receive an email from [email protected], with instructions to access their Ticket Block.

If the Ticket Block user did not receive an email, follow the steps here.

For questions or issues not addressed below, Ticket Block users should contact the event organizer. Event Farm is unable to answer questions about the event, and will direct Ticket Block user requests to the event organizer.

To invite guests, select Invite/Add Guest.

To invite an individual:Select Add/Invite and Individual Contact. Enter first name, last name, and email address. Select the number and type of invitations, as well as the Invitation Delivery option and optionally, enter an Arrival Alert or Invitation Notes. Select Add & Invite when ready.

Ticket Block users can Re-Send Invitations or Confirmation emails by selecting the guest's name and Resend Invitation/Confirmation.

Download Guest List creates a report about the Ticket Block users' guests, including emaildelivery statuses, guest information added when guest was invited, and answers to registration questions created by the event organizer.

The Guest List displays two ways to trackemails: Last Contacted, and Last Email Interaction.

Last Contacted displays the time Event Farm received a request to send or re-send an invitation, confirmation, or declination email.

Last Email Interaction displays statuses forthe most-recently sent email to a guest. This includes Invitations, Confirmations, Declinations, and Send a Message Message Types.

Several statuses rely on information being sent from the guest's email server - or from the guest's email client (Outlook, Mail for Mac and iOS, Gmail or Yahoo Mail apps) - back to Event Farm. Below are the Last Email Interaction statuses found in the Guest List and some reports, as well as how Event Farm determines the status.

Received: Request received by us to send emailProcessed ("Injection" in some reports): Email has been sentDelivered: Email delivered. We request this information from the recipient's email server, and the server decides whether or notto send that information back to Event Farm.Opened: Email has been opened. This is determined by a tracking pixel, a tiny image. Email clients, email services (especially Gmail), and networks can block tracking pixels.Clicked: Link inside email has been clicked and guest has visited our websiteBounced: Email not delivered. The recipient's server tells us it is not a valid email address.

Additional statuses and definitions can be found in Email Statistics Definitions.

Welcome to Event Farm - we're glad to have you!

Event Farm offers group trainings to all our clients, and we strongly recommend participating in a training or viewing the recording before getting started, to ensure your success using Event Farm.The schedule for trainings- and recordings of trainings - can be found here.

You'll have full access to our knowledge base and trainings. Account admins can reach our support team by submitting a request - the form collects the information we need to begin looking into your question or issue. For admins on Pro and Premiere licenses, we also offer telephone support, at1-888-444-8162. In most cases, youll need to leave a voicemail, and well return your call. More information about your support level, response times, and hours of business can be found below.

In addition to our Support team, your account manager (details included in your welcome email) is here for the big-picture stuff: how your team can get more out of Event Farm, optimize crucial event setups, and if there is anything you're needing that you aren't getting, you can reach out and let them know.

Over the next two weeks, youll receive our onboarding emails, meant to give you a few tips and tricks to complement our group training sessions, and make getting up and running easier.

Again, welcome to Event Farm. We look forward to seeing you in a training session soon!

Canvas is our new event site page builder! Build beautiful event site pages by choosing from our eye-catching templates and customizing it to fit your brand and event. This video covers the following:

Choosing a template

Changing a Background image

Adjusting Element Dimensions

Changing the template background color

Editing Registration Button

Adding an Element

Removing a section

Duplicating a section

Adding links to sponsor logos and social media icons

Auto Save

Canvas Workspace

Menu

View Event Page: View your site page in a new window on your browser

Back to Site Pages: Select to go back to your Canvas Site Page List

Back to Event Dashboard: Takes you back to your event

Toolbar

Responsive Previews: Allows you to preview how your site page will look on Desktop, Tablet and Mobile screen devices

Select Borders icon to view a dotted border around all elements on the template

Select Preview icon to view the template within the full Working Draft Area without Editor Options on the right. To go back to the regular view, select on the top left.

Select Fullscreen icon for fullscreen Canvas Working Space

Select Export icon to View the HTML and CSS code of site page, and to export the site code into a zip file

Undo

Redo

Select Import icon to import outside HTML and CSS code to your site

Select Clear Canvas icon to delete the entire template page and restart from scratch

Style Manager Options (Settings, Advanced, Alignment, Background & Border, Dimension, Typography) appear when an element on the template is selected

Select the Layers icon to view template element layers

Select Blocks icon to select additional elements such as text, image, video, map, etc., to add to your event site

Savings Toolbar

Create Template from Design: Allows design to be saved as a template for your team account

Page Metadata: Page Name, Head Title, Head Description, Head Keywords and Social Media Image Link - enter information that further customizes your event page and helps to inform web browsers the content of your page

Save: Select to Save template changes

Event sites must have a clear call to action for guests to know where they can register for the event. All of our templates have registration buttons - use the registration button already on the template, or add a new button in a different location. Whether you are hosting a public or private (Invite to...) event, the steps to add a registration button to your event site are the same!

Choose the Registration Button location

On the Menu bar, select the Blocks icon Form Styles

Under Event Gadgets, select Registration Button and drag it to the desired location on the template. Tip: For the button to be abovea specific section make sure the green indicator is in front (left) of the text, image, or section. For the button to be located below a specific section make sure the green indicator is at the end (right) of the text, image, or section.

To edit button text, select the text within the button and type desired text.

When guests click or tap on your Registration button, the registration form will appear as a modal above your site page. See for more on styling the registration form.

What information is needed to create contacts in my Address Book?All contacts require at least First Name, Last Name, and Email.

I am on multiple team accounts, which Address Book will I see?The Address Book that will be visible on the left navigation bar will belong to the account that is currently selected in Team Selection dropdown. Selecting a different account from the dropdown will switch to the Address Book that corresponds to that account.

Who can see the contacts within my Address Book?Anyone that has access to the team selected in Team Selection can see Address Book Contacts. This includes people that are added to specific events regardless of the user role that is granted to them.

Who can see the groups within my Address Book?Address Book Groups are specific to the user. Other people on your team will not be able to see groups you've created.

Can I search a contact within a group in my Address Book?No, only a contact or group can be searched at a single time. Clearing information from the search bar will clear the filtered results. However, you can see which groups a contact appears in. Select View/Edit Contact > Groups.

How are my search results returned?Search results are displayed alphabetically.

Can I view Waitlist information for a contact in Address Book?No, waitlist information is not available within the Address Book. Waitlist information is available within each event. For more information, see Reports Overview.

How do I view a contact's activity and/or invitations?Find or search the contact > select the menu icon (...) under Actions > select View/Edit Contact > Activity.

Can I make changes to the Guest Invitation within Address Book?Yes! Select a contact > View/Edit Contact > Invitations > Edit.

Can I add multiple contacts to the same group at the same time?Yes! Up to 1000 contacts can be added to a group in a single action.

Can I delete multiple contacts at the same time?You cannot bulk delete contacts. Contacts can be deleted individually by selecting menu > Delete Contact. All deletions are permanent and cannot be undone. Contacts that meet the criteria below cannot be deleted from your Address Book:

You cannot delete yourself

You cannot delete any account admins

You cannot delete any team members that are added to events regardless of role

You cannot delete a contact that has synced to Salesforce

You cannot delete a contact that has past or future invitations

Promo Codes allow for discounting the cost of a ticket, or revealing a ticket that is not viewable by guests without the promo code.

Promo Codes displays any promotions that have been created, along with the Usage Code, start and end times for the Usage Code, Promotion Type, Quantity, and Availability. Event Promotions may be edited or deleted by selecting Edit - make changes and Save, Cancel changes, or Delete the promo code.

Select Create New to get started.

Promo Code: Guests will enter this code to receive the promotion

Maximum Uses: Total number of times the Promo Code may be used. To allow the Promo Code to be used an unlimited number of times, leave this field blank.

Start and End Times: Select when the Promo Code is valid. Times are local to the Event Time Zone, which can be edited under Event Configuration > Event Info & Settings > Edit.

Type

% Off: Percentage-based discount, between 1% and 99%

$ Off: Dollar-based discount

Reveal Ticketing Option: Displays tickets not available on the public registration or public purchase page. Reveal Ticketing codes are not included in reports.

Free Tickets

Value: Enter the percentage or dollar discount, or number of free tickets per order

Access Types: Select the Access Types to which the Promo Code applies

Message: Displayed after a Promo Code is successfully redeemed

Enabled: Yes or no. If "no" is selected, the Promo Code cannot be used during registration.

An anchor link is a web link that allows you to leap from one section of your event site to a specific section on your event site. To work, an anchor link has two parts that need to exist on your page:

The link itself, as a text link. For example, a "FAQs" text link in the header that intends to take a guest further down on the page to the "FAQs" section.

The destination element. This is where you want the link to take your visitor. Clicking on the link will direct the guest to the top of this element, and align the top of the element with the top of the visitor's browser window. (Note: if your element is very close to the bottom of your page, clicking your anchor link will scroll to the bottom of the page to get the destination element as close to the top of the browser as possible.)

Creating text anchor links

Select the destination text on your event site

Go to Settings > ID,and type a unique name for the element. The name must start with a letter, and contain only letters and numbers with no special characters (dashes and underscores are permitted but not recommended). Example: faqssection

Go to the text that will link to the destination part (Note: if you haven't created this text as a link, double click and select the link icon from the menu or select the elements menuand under Basic, drag in the Link element to desired section of the page).

In Settings > Href, type # followed by the name of the destination element. Example: #faqssection

Target should be set to: This Window

Save

To test, select View Event Page and select the anchor link to ensure it takes you to the desired destination on your event page.

Notes:- If you delete your destination element from your event site, the anchor link will no longer work.- While creating anchor links can be achieved followingthe steps in this article, it is an advanced feature to style and create navigationbar using columns in Canvas. It's recommended that you choose a template thatmatches your desired layout format, while considering your experience level workingwith web design editors.

Your event site will be a significant part of your guest experience - they will learn more about the event and your organization, and ultimately register or RSVP for your event. Canvas, Event Farms event site builder, gives you the tools to make fully responsive event- and brand-focused sites.

here

We recommend using one of our templates as a starting point. Why? They are all designed to be fully responsive, with little to no work on your part. Many templates are also a long-form design, which allows guests to scroll through content, rather than having multiple pages requiring guests to click through.

We recommend building your site with the desktop view first, then making edits as needed for tablet and mobile views. Style changes, like font size and background color, will affect the current view and any smaller views. Changing the background color for a section on desktop view will also change the background color for tablet and mobile views. Changing the background color for a section on mobile view, however, will only affect the mobile view. Lastly, structural changes - like adding or removing a section - will affect all views, regardless of which view the change is made on.

Canvas also allows for saving pages as templates. If your events (or some number of your events) will use the same or similar site design, use one of our templates as a starting point, and edit to include brand-specific logos and information. Use Dynamic Elements, which will automatically populate event details. Insert images or text as placeholders, to be replaced for the next event. Then, save the page as a template. When its time for your next event, your template will appear in your account right alongside Event Farms templates - choose your template, replace the placeholder text and images, and your page is done!

Theres a lot to Canvas, for sure. We recommend setting aside time to attend one of our group trainings for Canvas, or reviewing a recording of a past training session, to help learn the basics and get up-and-running as quickly as possible. You can find both options.

It's never fun when things aren't working the way you expect. Most loading issues are resolved by following these steps:

Ensure you are using a recommended web browser for Event Farm.

Refresh the web page usingkeyboard shortcuts (this reloads the webpage in a different way than reloading the page, or closing the web browser and revisiting the page.)

Chrome on Mac: Command+Shift+R

Chrome on PC: Control+Shift+R

Safari (Mac) and Microsoft Edge (Windows 10) do not have a similar function. If using one of these two browsers, please download and attempt with Chrome.

Log out of Event Farm, and close the web browser window

On Mac, with the web browser open, press Command+Q

On PC, close the web browser window.

Log back in

Clear ALL web browsing data, excluding passwords (if given the option):

Chrome

Safari for Mac

Safari for iOS

Microsoft Edge

If you're still having issues, try using Event Farm on a personal computer or tablet, using a non-company-controlled Wifi network (or 4G / LTE, if built into your device.) Some company networks havemore stringent security policies that can block certain elements in the platform. If it works on your personal device but not your work computer, it's a good indication your IT team is blocking certain code from loading - you can work with them to loosen the restrictions.

If these steps do not resolve the issue, please submit a request, and include the steps already taken, and what occurred after taking each step.

The guide provides a walkthrough for Check-In Onlyevents.

Create an accountClick here to create your Event Farm account and first event. Your first 3 events - up to 2,500 guests - are free.

An email will be sent to you, with a link to create a password and finalize account creation.

Download the Guest List templateUse our Guest List template to prepare guest information for Event Farm. A list must be uploaded with an Access Type (typically General Admission or GA) before guests can be added individually. The Guest List cannot contain custom fields. Table numbers, hotel rooms, meal preferences, and other information is best-suited for the Check-In Notes field.

Create an eventSelect New Event > choose Check-In Only > Create. Populate all fields, and click Create Event. View CreateA New Event, Or Copy An Existing Event for additional details.

Upload the Guest ListLog in to Event Farm and select your event> Event Configuration > Event Info & Settings > Upload List > Choose File > Upload.

The Guest List must be in CSV or XLSX format. The system will analyze the file before displaying your guest information.

View the Guest List and add additional guestsView Guest List Management > Guest List to verify the list has successfully uploaded. To view or edit a guest, select a guest > Guest Invitation to view their information. Select Remove to take the guest off the list. Use Add Guests to - you guessed it - add additional guests.

Download the Check-In app iOS Android

Learn how that app works with our Check-In overview. For more information on the differences between the apps, click here.

When guests RSVP or register for an event, they must provide first name, last name, and email address. With Registration Questions, you can gather additionalinformation from guests during the RSVP or registration process.

Guest Information to CollectCheck the box next to the following options to make them required fields when registering:

Title

Company

Job Title / Position

Address / City / State

Mobile Phone Number

Country

These fields are tied to the guest's email address and contact card in Address Book. You must check the Mobile Phone Number boxin order to use EFx SMS text messaging features.

If the above information should be optional, follow the process below to create a custom question. "Make Question Required" should be unchecked. Custom questions are not tied to the guest's contact card in Address Book, but are available in Guest List, Reports, and Check-In (iOS).

Add a QuestionSelect Add New Question to create a question and applicable options. Click and drag the question number to rearrange questions. Select Preview to see how questions will be presented when guests register.

Question Text: Type the question here.Answer Type: The format in which guests will provide their answer

Checkboxes, Radio Buttons, Dropdown: Requires answer options to be entered when creating. Answer Options can be rearranged by clicking and dragging the up/down arrows to the left of the option. Checkboxes and Dropdowns can be optional, but Radio Button questions are required.

Paragraph: Alarger text entry field

Short Answer: A single line text entry field

Select Date: A calendar. Select the left and right arrows to advance through months and years. Click on the year to type in the year. Dates are formatted YYYY-MM-DD.

Sign Waiver: Waiver or release informing your guests of information they must acknowledge prior to RSVP or registration.Waivers cannot be made optional, and guests musttype their first and last name in capital letters as shown on the registration page to accept the waiver.

Access Type: Each question can be asked for all Access Types, or one Access Type. (If a question needs to be asked of multiple Access Types but not all Access Types, create multiple questions and make eachquestion required for each Access Type.)Make Question Required: If checked, the question must be answered.Individual Response Needed: Requires responses for each guest. If two guests are invited, answers will be required for both guests.

Eventswithmultiple public registration or public purchase ticket options will display those options on the Public Site page. If one ticket type reaches capacity (for registration) or sells out (for purchase), a "Sold Out" label appears next to it, as shown:

This label can not be changed.

When all ticket types have reached capacity or sold out, the After Closing message will appear. This message can be edited under Web Presence > Display Messages, After Closing Message > Edit.

If an event has only one public registration or public purchase ticket option, the Sold Out message will appear. This message can be edited under Web Presence > Display Messages, Sold-Out Message > Edit.

Address Book is the place to find contact information for guests, including the events to which they have been invited. It is located in the left sidebar, and is accessible to all members within the account. If a user is a on of several accounts, they can change accounts using the Team Selection dropdown.

We strongly recommend each guest has a unique email address, to ensure accurate information, which makes finding contact details and tracking actions easier.

completed Guest List template

SearchSelect the Contact icon to search contacts. Results will include matches for first name, last name, or email address.

Select the Groups icon to search groups.

GroupsA group is a list of contacts, and makes sending invites to those contacts possible with just a few clicks.

Create new GroupName: Each group should have a unique, easy-to-identify nameUpload Group: Upload a. Note that event-specific fields, like Ticket Type, Quantity, Status, Check-In Notes, and Invitation notes, do not upload to Address Book.

GroupsSelect a group to see the contacts it containsMenu

View/Edit Group: Shows the group name, number of contacts, creation date, and updated date.Delete Group: Remove the group from Address Book. Contacts remain in Address Book after a group is deleted.

If a user exists in multiple accounts, groups from all accounts will appear. A selected group will only show contacts if they exist in the currently-selected account. If a group with contacts is selected, but no contacts display, use the Team Selection dropdown to change to the account which contains that group and contacts.

ContactsDisplays a list of all contacts, including contacts added individually or as part of a spreadsheet upload.

Create new ContactAvailable fields: First name, Last name, Email address, Position, Company, Address, City, State, Zip code, Country, Title, and Other. Contacts can be added to groups at the time of creation.

ContactsSelect a contact, then Actions:

View/Edit Contact: View or edit their information, add to a group, registration and RSVP activity(Registered, RSVP, Unconfirmed and other statuses as a percentage of total invitations), and view and edit all registrations and invitations.

Add to Group: To add a contact to an existing group, enter the name of an existing group, select the group name, and select Add

Remove from Group: To remove a contact, locate the group from which they should be removed, and select "X" next to the group name.

Delete Contact: Remove contact from Address Book. This action cannot be undone. If the contact has an invitation to a future event, they cannot be removed until their invitation is rescinded, or the event has passed.

To add multiple existing contacts to a group, select the checkbox next to each contact, then Select Bulk Action > Add to Other Group. Enter the group name, then Add.

The Invitation Transfer link allows guests to transfer their ticket to a different person. If the guest was invited to an Invite to RSVP or Invite to Purchase Access Type, they may transfer the ticket to an individual who was not invited to the event.

Invitation Transfers require several conditions, in order to be successful:

In the Access Type, Transferable must be enabled.

The Event Start Date and Time must be in the future. Tickets cannot be transferred once the event has begun. Related: Editing event information

The Access Type End Date must be in the future. Tickets cannot be transferred once the Access Type End Time has been reached. Related: Adjust Ticket Quantities and Availability

The original guest must be confirmed on the Guest List. These statuses include Assigned, Confirmed by RSVP, and Purchased, depending on the Access Type Distribution Method.

The Invitation Transfer link is found in Event Info & Settings. This link can be sent directly to guests if they request to transfer their ticket. The link may also be included in Confirmation and Send a Message emails to guests, by copying and pasting the link, or by using the [TICKET_TRANSFER_INFO] Dynamic Element.

The Invitation Transfer ProcessGuest A has successfully RSVP'd or purchased a ticket to an event, but would like to transfer their ticket to a different person. Guest A uses the Invitation Transfer link, included in an email or sent by an Event Organizer, enters the email address used to RSVP or purchase their ticket, and selects Find Your Order. The page will show Guest A's tickets, and whether or not they can be transferred.

Guest A selects Transfer Some or All. They enter the quantity, first name, last name, and email address for Guest B - who will receive the tickets - and selects Process My Transfer.

An email will be sent to Guest A, to confirm the transfer. This email is automatically generated by Event Farm, and comes from [email protected], with the subject "Ticket Transfer for [EVENT NAME]". Neither the email address nor the subject for these emails can be modified. Guest A selects the confirmation link in the email, and an email is sent to both Guest A and Guest B, with details about the transfer.

Ticket transfers are final - once tickets are transferred to Guest B, Guest A no longer controls those tickets, and cannot cancel or undo the transfer. If a ticket transfer was done in error, the guest should contact the Event Organizer.

After creating Access Types (tickets) in Event Access, there may be a need to adjust the number of tickets available, or change when tickets begin or are no longer available. Follow the steps below to make these changes.

Increase or Decrease the number of tickets available

Select Event Configuration >Event Access

Select your Access Type > Edit

Update Quantity to the new number of available tickets

Save

Change when tickets are availableThe time for accepting registrations or RSVPs can be extended or ended by adjusting the Access Type's Availability End Date and time.

Selecting an End Date and time in the past will immediately close ticket availability - guests will no longer be able to RSVP, register, or purchase. Selecting an End date and time in the future extends ticket availability, and will close automatically at the selected date and time.

To change when tickets are available, go to Event Configuration > Event Access >Access Type: Edit > adjust End Date and time > Save.

Guests can end up on the unsubscribe list in multiple ways, but the most common is by unsubscribing from Event Farm emails. To be CAN-SPAM compliant - the laws which regulate mass mailers like Event Farm - only the recipient can request to be removed from the unsubscribe list. Our clients cannot request their guests be removed from the unsubscribe list.

In order to be removed from the unsubscribe list, the affected recipient must send an email from their unsubscribed email address to [email protected] -the request should ask us to confirm they are on the unsubscribe list, and if so, to please remove them. This process typically takes a few business days, and we will notify the recipient when they have been removed from the unsubscribe list.

When will Web Presence no longer be available to use?As of December 31, 2018, we will no longer support Web Presence and no accounts will have access to Web Presence for any newly created events.

What happened to Web Presence?Web Presence was our older, less advanced HTML website builder with minimal capabilities and often times required a lot of support from our team. We received tons of customer feedback requesting a more modern HTML and CSS website builder that gave them more control to build responsive and beautiful websites. We heard our clients loud and clear, and in October of 2018 released Canvas - our new website design editor.

What happens to events that were created using Web Presence?Nothing. All events that were created using Web Presence will remain in your account. As of January 1, 2019 you just won't be able to create any new events using Web Presence - instead you will use Canvas!

Will I be able to copy my old website to Canvas?While you will still be able to copy event details, the option to copy an event site that was built using Web Presence will be unavailable. Canvas offers a variety of templates that can help you build websites that are truly an upgrade from any website built using Web Presence.

I don't know how to use Canvas. What resources are available for me to learn Canvas?There's a dedicated Canvas section on the support page and a video tutorial. In addition, we offer group trainings focused on teaching our clients how to build your event site in Canvas. Click here to register for an upcoming training or watch a recording. Happy learning!

Material is the default registration form for all newly created events. To choose a different registration form for your event site page go to Registration Experience > Registration Form > Form Style.

Choose between the following form styles:

Overlay - adjust the Background Element Opacity, and customize the Background Color and Text color by entering a hex code, rgb value or using the color picker.

Material -adjust the Background Element Opacity, and customize the Background Color, Text Color, and Accent Color by entering a hex code, rgb value or using the color picker.

Classic -adjust the Background Element Opacity, and customize the Background Color, Text Color, and Accent Color by entering a hex code, rgb value or using the color picker.

Traditional

The Material Form was used for this example.

Email masking allows your company or organization to send emails from your email domain, rather than from eventfarm.com, which means greater brand recognition, the best email deliverability, and your company or organization name stays top-of-focus for guests.

To add email masking to your account, log into Event Farm and select My Account, or contactyour Account Manager.

configured within Event Farm

Once your domain is, a new Domain Masking section will appear when creating or editing emails. User Account must be typed in, and Domain must be selected from the dropdown menu, or the email will be sent from an Event Farm email address.

If the email will appear as coming from [email protected], the User Account is "farmhand", and the Domain is "eventfarm.com".

To remove email masking from a design,leave the User Account and Domain fields blank, then Save My Design.

1. Log into Event Farm, and select My Account in the sidebar.

2. Select Salesforce > Manage Connection > Connect. Log into a Salesforce account which has Administrator privileges.

Configuring a Salesforce campaign to Import to and Export from an Event

3. Select Allow to allow Event Farm to access some key Salesforce details. You will be directed back to Event Farm, and your integration set-up for Event Farm is complete!

4. To configure settings for syncing between a Salesforce campaign and an event, see

This article contains the steps to take to import records from Salesforce to an event, and export records from an event to Salesforce. This can be done only after connecting Salesforce to Event Farm.

Importing Records1. Select the event, then Guest List Management > Integration Settings in the sidebar.

2. Select the Salesforce campaign from the dropdown menu, then Configure Sync. If you are not seeing the Salesforce campaign, see Salesforce FAQs.

3. Select the number of invitations and confirmation status that all members of this campaign should be assigned. Either select an option to create a unique ticket type for these guests based on the campaign name by selecting Ticket Type based on Campaign Name, or select a previously-created Ticket Type by selecting An Existing Ticket Type and choosing from the dropdown menu.

4. Select Add Mapping to map additional fields for Leads and Contacts.

5. Enable Scheduled Import to bring information from Salesforce every hour. For a one-time import, select Import Now.

Exporting Records1. Select Integration Settings, then Export.

2. Select a Salesforce status for each Event Farm status. Multiple Event Farm statuses can be mapped to the same Salesforce status.

3. Configure your New Guest options for contacts that are in Event Farm, and new to Salesforce. New Guests have three options: do not send to Salesforce, create as Leads in Salesforce, or create as Contacts in Salesforce.

4. Select Add Mapping to map additional fields.

5. Enable Auto Export to send information to Salesforce every hour. For a one-time export, select Export Now.

A QR Code is a two-dimentional barcode consisting of black and white squares that is readable by the camera on smartphones and tablets. QR codes can only be read using Check-In (iOS).

Using QR Codes creates an interactive check-in experience for guests, and an easy way for staff to check guests in.

To create a QR Code, select the [INVITE_QR_CODE] Dynamic Element from the list, add it to the body of your Confirmation or Send a Message, Message Type email(s). Depending on your email design, the QR Code will automatically display in the body of the email.

Each Confirmed, Registered, Purchased or Assigned guest is provided a unique QR Code upon receipt of the Confirmation or Send a Message email sent from Event Farm.

To check-in guests using QR Codes, instruct guests to display the QR Code on their smartphone, then your Check-In staff should follow the instructions below:

Check-In (iOS) app:

Make sure you are logged in and the desired event is selected

Select Menu

QR Reader (Must allow Event Check-in to access device Camera)

Place QR Code within the square on the camera of device

Note: QR Codes are only available for full platform events as it is requires a Confirmation or Send a Message email to be sent from Event Farm. The QR code Dynamic Element does not work when selecting to Send Yourself a Test email as they require a guest to be on the Guest List with an affirmative status (Confirmed, Registered, Purchased and Assigned).

To setup email domain masking, you and your IT team will need to configure the desired domains DNS with 2 new TXT records. This will identify through the Sender Protection Framework (SPF) and DomainKeys Identified Mail (DKIM) that Event Farm is authorized to send emails on behalf of the desired domain.

Both SPF and DKIM DNS records are required to configure email masking. Without the DKIM DNS record, email masking cannot be configured for your account.

SPF

There are 2 supported methods for adding the appropriate SPF DNS records, through our domain or by specifying each of our sending IP addresses. Both require a new or updated DNS record with the following information:

No EXISTING SPF record

Name : [Blank or Root Level]

Type : TXT

Value : v=spf1 include: eventfarm.com ~all

EXISTING SPF record

Add either of the following values to the appropriate place in your DNS record

include: eventfarm.com

OR

ip4:23.253.211.221/32 ip4:184.106.16.5/32 ip4:52.36.126.62/32 ip4:35.163.139.47/32

SPF can be verified as publicly available through https://mxtoolbox.com/spf.aspx and entering your desired domain. The appropriate result should look something like this:

https://mxtoolbox.com/dkim.aspx

DKIM

Even if your company does not implement or support DKIM, adding this DNS record is required as it validates the email being sent from the Event Farm servers is permitted:

Create a new DNS record with the following information:

Name : eventfarm._domainkey

Type : TXT

Value:v=DKIM1; k=rsa;p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQCtoCuQ3B0SXlkfdYa7oEG/Fy60hzPBDg6KJ56nS/sZJYtd2mcgZnGGMG2p0u3IUxzWEwAZzhM9zCABTdJNKnGbPRKMijsDeCVRBm8kF3BL2vZQbhkwlowDXETGxT4wja9wecztgxtIeUrsuUomdpKPXzupuSYVeSIMKs4Zd0BnPQIDAQAB;

NOTE: Please ensure the VALUE contains no newline or carriage returns. It should be a single line of text.DKIM can be verified as publicly available through and entering your desired domain with the Selector being eventfarm".The appropriate result should look something like this:

Please verify that both of these DNS entries are green on the MxToolBox website prior to notifying your Account Manager.

Collaborators are the people who have access to the event. You can add a collaborator in Event Configuration > Event Info & Settings > Collaborators > Add. Each collaborator has a role, which affects what information they can access within the event.

Organizer: Can change any setting or option within Event Farm and Check-In.

Read Only: Can view Event Info, Guest List, and view and generate Reports within Event Farm. Can view Guest Invitation details using Check-In, but cannot make any changes. Useful for someone who needs information about the event but not the ability to change information, such as a logistics manager.

Support: Can view Access Types, event details, and Event Settings. Can change entries to Address Book and Guest List, send emails, process payments and refunds, and generate reports. Can add or edit guest information using Check-In. Useful for someone assisting the Event Manager.

Check In Staff: Can view event details and Guest List, and check guests in using Check-In. Check In Staff cannot add guests within Event Farm nor with Check-In. Useful for a third-party or volunteer handling check-in, who will not need to make any changes.

Assistant: Can view most settings and options within Event Farm. Can make changes to Guest List, enable and disable Registration Questions, Event Promotions, and generate reports. Cannot make changes to event details, Access Types, Event Users or Email Center. Full access to check guests in using to Check-In.