From ticketed guest list improvements to custom sync options with Salesforce, this month’s release is all about streamlining workflows for max efficiency.
(We could all use some extra time back to enjoy our summer, right?)
Here’s what’s new at Splash this month.
Manage ticketed events with ease
In case you missed it, we recently launched an international ticketing solution that supports events on a global scale. You can read all about it here.
For those of you who need a quick refresher, here’s the tl;dr:
Splash enables you to sell tickets and accept payments in global currencies, create tickets for any format, and deliver an on-brand and secure buying experience.
This month, we made another big improvement to the ticketed experience:
We simplified the guest list so you can easily manage ticket holders and order details in one place.
To see the updated guest list in action, jump to 7:18.
The ticketed guest list features two sections:
1. Guests
This is where all your ticket holder information is collected.
Inside this section, you can:
View and manage guest details and statuses Track status updates in real-time as guests move from invited, to attending, to checked in. Use a combination of columns and filters to display registration responses,tracking links, discount codes, and more. To view or edit a guest’s details, just click on their name.
Create custom lists and send emails based on activity: Guests are automatically organized into lists based on the ticket(s) they purchased. Use these pre-populated options to quickly email VIPs or sponsors about important day-of details. Or curate your own lists to streamline your email sends. You can also use quicklists (lists based on status – invited, attending, checked in, etc) in the Email tab to send custom emails based on status.
Bonus: Lists sync to the Splash Host app so your team can run organized check-in on event day.
Restrict access to your event based on who’s invited: Pop into Settings > Privacy to create a private event experience. Just like an RSVP event, you have the option to restrict access to members on the guest list. All you have to do is upload your guest list into the Guests tab. Splash will only grant access to your event if a visitor enters an email that matches one on your guest list.
2. Orders
This is where all the order details are collected.
In this section, you can:
Track total funds for your event The Orders tab tallies your total ticket sales, along with the total number of tickets sold and discounted. With built-in filters, you can quickly locate guests by ticket type or by tickets purchased or refunded. Since purchases are updated in real-time, you can use this summary to track your event success leading up to – and after – event day.
Issue refund and revoke tickets The Orders tab also includes a list of purchase details for every guest. To view these details, simply click on the name of the guest. Within each guest’s purchase details, you can refund or revoke tickets. When a ticket is refunded, it automatically updates in your ticket summary details and syncs with your Stripe account to ensure accurate payout.
Bonus: Ticket orders and purchaser information syncs across CRMs and MAPs like Salesforce and Marketo.
Prevent duplicate records, map custom statuses, and more in Salesforce
If you’ve been waiting to migrate to the AppExchange, the time has come.
This month’s release includes major improvements to streamline the sync between your Splash events and Salesforce instance.
The Salesforce integration via the AppExchange is now available to customers in the EMEA region. To get started, check out our overview guide. Looking for some hands-on support? Scroll to the bottom of this section for ways we can help.
Set lookup conditions for Leads and Contacts
Lookup conditions determine if and how a Splash guest is associated with a Salesforce Contact or Lead. By default, the integration uses email address as the Lead or Contact’s unique identifier. But we know identifiers vary from company to company. So, you can map the Contact and Lead lookup conditions to other primary fields your team relies on for identification instead using and/or logic.
Prevent duplicate Leads and Contacts from syncing
If a guest registers to your event and duplicate Leads or Contact are found in Salesforce using the lookup conditions outlined above, you can choose which one should be used based on which one was created first, recently created, or recently updated. This ensures your data is always kept clean and up-to-date – without any extra work.
Map Splash statuses to Campaign Member Statuses
Every Salesforce instance is different – and the internal language your team uses can be too. You can now map your team’s desired Salesforce Campaign Member Statuses to Splash statuses. For example, if you want an Attending status to create a Campaign Member Status of "RSVP Yes," just indicate it in the Status Mapping section.
Note: Status mapping is optional. If you want to default to Splash status names for Campaign Member Statuses, feel free to disregard this section.
Remove Account Fallbacks on Contacts
The Account Fallback setting allows you to decide whether a Contact not associated with an existing account should automatically default to a selected Account or not.
When enabled, if the company name submitted for a new Contact is not an exact match of an existing Salesforce Account, then the Contact will be associated with the Account Fallback. This allows you to easily find and classify all your Salesforce Contacts without an existing Account.
When disabled, if the company name submitted for a new Contact is not an exact match of an existing Salesforce Account, then the Contact will be added but won’t be associated with an Account.
In both instances, If the company name submitted in the RSVP of a new Contact is an exact match of an existing Account in Salesforce, then the Contact will be associated with that Account.
Have questions about installing the integration? Join our Salesforce Office Hours to get answers from our experts.
Looking for ways to optimize your Salesforce workflow? Sign up for integration consulting with our team.
Style your social Share Card vertically or horizontally
For those of us creating and sharing content across different platforms, we know there’s an ongoing debate.
Vertical versus horizontal content.
While being able to share one format across every platform would make all our lives easier, we’re unfortunately beholden to preferences outside of our control.
So, we’ve updated the style options on the Share Card so you can switch between portrait and landscape mode for optimized viewing across different platforms.
Landscape mode: Better for sharing on LinkedIn, Facebook, Slack, and Twitter
Portrait mode: Better for sharing on Instagram and via text
Note: The Share Card mode is inherited from the Theme you select, but can be edited per event.
Perfect your on-site experience with Xtag
If there’s one thing the return-to-IRL reminded us of, it’s that your door experience needs to be flawless.
This month we’re featuring Splash partner, Xtag. Xtag is everything your team needs for checking-in attendees and on-demand badge printing anywhere globally.
They provide you with the software, hardware, and technical expertise necessary for badge printing and check-in, advanced onsite services with sessions, and lead scanning. From a full white glove service to an Easy Box for organizers looking for a Do-It-Yourself approach, they have everything to support your teams’ specific needs.
And we love their RFID technology that can passively track attendees entering and exiting sessions.
With the fall event season coming up, use our Splash + Xtag integration to nail your attendees’ on-site experience. Remember, you never get a second chance to make a first impression.
Learn more about Splash’s ecosystem of amazing solution & technology partners like Xtag in our Partner Directory.
We recently chatted with Elle Barks, Senior Manager at Outreach and Mercy Lee Bell, Revenue Enablement at Webflow about bridging the gap between marketing and sales teams. Check out their can’t-miss tips here.
Sabrina joined Splash in 2017 with a mission to help customers maximize their use of the product. After spending years building her expertise and learning the challenges event marketers face, she moved to the marketing team to share her knowledge with the rest of the industry. Today, her passion lies in creating educational content focused on amplifying the voices of experts within the event marketing community. When she’s not battling writer’s block, you can find her checking out local coffee shops, trying to beat her yearly Goodreads goal, or researching her next trip.
